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Moving from Taxfiler, will data be lost?

Read only access available?

I want to change tax software so I have integrated Practice Management facilities and so moving from Taxfiler.

Has anyone moved before and know if all the data is lost, or could it be viewed as a read-only basis? I know this can happen with a lot of desktop software, but have a sinking feeling once I stop subscribing then all access is lost.

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19th Jan 2018 09:30

Have you not asked them?

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19th Jan 2018 10:33

I didn't want to risk them cancelling me straight away. Certainly not in the next 11 days!

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to SpreadsheetUser
19th Jan 2018 11:47

They wouldn't do that, it must be a standard question AND they are lovely people!

If you do cancel then you can download each client's data to reinstate on Taxfiler in the future should you ever need to.

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By Pygmy
19th Jan 2018 11:47

When your subscription expires you cannot access Taxfiler - why would Taxfiler allow you access to data they are storing for free?

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By chatman
to Pygmy
25th Jan 2018 11:33

Pygmy wrote:
why would Taxfiler allow you access to data they are storing for free?

To encourage you to use their service. Kashflow data seems to be stored forever. All you need to do to access it is pay a month's subscription.

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19th Jan 2018 12:46

Actually I have just enquired with them and it goes into read only mode for 6 years which they say is in line with HMRC compliance.
The only time this wouldn't happen is if your account was closed for non-payment.

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to SpreadsheetUser
19th Jan 2018 13:41

SpreadsheetUser wrote:

Actually I have just enquired with them and it goes into read only mode for 6 years which they say is in line with HMRC compliance.

That's good to know. This should be a legal requirement for all online software imo.

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By chatman
to SpreadsheetUser
25th Jan 2018 11:34

That's good. With Xero and Clear Books, you have to keep on paying if you want your data retained.

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25th Jan 2018 10:31

I think I would keep paying the £18 per month for a couple of years so that I could have full access. Just in case I needed to change some thing

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25th Jan 2018 10:42

Out of curiosity which provider are you moving to, as I am thinking of going the other way!

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to Anthistle
25th Jan 2018 10:51

Me too!

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25th Jan 2018 12:39

For what it's worth, in case people are looking at tax software suppliers, I moved to TaxFiler this year, after years of fumbling around with Forbes Protax, and it was the best possible decision I could have made! Such a great program, at a wonderfully cost-effective price!

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to mail.taxperfect.co.uk
25th Jan 2018 18:45

It looks as though it's £180 a year? Can that be right? That's 1/10 of the fee I'm currently paying.

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By Colinc
to andy.partridge
25th Jan 2018 19:04

Yes it is right
Great value
Colin

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to andy.partridge
25th Jan 2018 20:09

I can't fault it, except I suppose that it is purely internet-based which means you can't use it if you don't have a connection (has been problematic a couple of times on a train). Other than that, does exactly what it says on the tin (and more) at a 'can't-be-beaten' price. Particularly like the simple reporting tools and it also has a Quoted Company dividends database. I don't work for the company BTW.

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26th Jan 2018 14:30

I've been with Keytime, now part of the Iris Group, for almost 10 years and, from how they've (Iris that is) performed this week, it's looking like I'll move on, from the start of the new tax year.
Just out of interest, is Taxfiler as good and, as price efficient, as it appears?

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By chatman
to Chris.Mann
26th Jan 2018 14:52

I've been using Taxfiler since May and got no complaints at all. I think we pay about £15/month for unlimited use.

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01st Feb 2018 11:25

Looking at the website it says they have 4000 users. They must be doing something right

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