We a small and simple practice. We are not interested in Jobs followed by tasks that are needed to do the job and staff allocation. Also no interest in time sheets.
All I am looking for:
1. Client Name (For each client)
- SA100 deadline? Completed? for the Following year automated deadline (rolling), if job completed
- Accounts - as above
- CT 600 as above
- VAT as above
2. SA100 outstanding all clients. Same as above for other areas
3. Work completed on all areas.
Do not want Accountancy Manager - too much for us. As regards, TaxCalc looks the same way.
Any suggestions for something simple and straightforward would be greatly appreciated.
For us, software tends to make a meal out of something simple. It outweighs the time benefits of using PM software.