Small tax practice (200 personal tax returns, 30 limited companies) currently using Taxfiler for Tax Returns and just started using Accountancy Manager for my CRM system. All my Control Lists are currently on Excel.
Looking to consolidate everything, to include an online AML provider.
Am considering sticking with Taxfiler and Accountancy Manager, and then subscribing to TaxCalc AML Centre for my AML solutions. However, Accountancy Manager is very clunky and maybe too extensive for my purposes, and also I don't like the thought of working with multiple systems, with the additional hastle of keeping addresses, etc. upto date on each. What I do know is that I need to streamline things and using multiple excel spreadhseets is becoming too time-consuming.
So, am looking at an all-in-one solution as an alternative.
Have seen that IRIS appear to offer this, but am unsure of costs and functionality (am waiting a call-back from their Sales Team).
Can anyone offer some insight on their experiences, and any alternative options, tips and suggestions which I could look at to fulfil my objectives, please?