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Which Practice Management software ?

My customer uses Sage SPS which seems to be limited and almost end of life when asking Sage

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My accountancy business customer is looking to improve workflow and reporting in areas like emailing PDF invoices, reporting revenue by work type / nominal.  Looking at SPS and talking to the Sage helpdesk some of this seems beyond the product, or we can put it on a wishlist that might never be fulfilled.

Does anyone have a recommendatation for modern practice management software that would include this kind of functionality?  We're currrently considering a demo of Xero Practice Manager as a start.

 

Thank you

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By 1 2
05th Oct 2021 17:02

This question comes up at least once a week! We use Senta.

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Replying to Maslins:
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By AIT
05th Oct 2021 18:03

Thanks for the reply. I did try searching earlier, but got little result. Will try again.

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Replying to AIT:
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By AIT
05th Oct 2021 18:46

OK so now I've found more. However it's not so easy to pick out which ones have time recording, WIP, linkage to accounts software for practices own accounting.

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By johnt27
05th Oct 2021 21:55

Senta, Accountancy Manager and Karbon are good options. Worth building out your scope properly, take a look at some of these products, and then revisit your scope to narrow it down.

Avoid XPM - as a product it isn't a patch on the above, although much better than SPS, and isn't really being developed by Xero.

Whatever your choice mapping and reviewing workflows is a big task. Building them into PM software can then feel like an even bigger task. Also, consider there are some really good process management apps available that in some cases will do a better job, have better integrations and automations than any PM solution.

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By Harry Walker Accountancy
06th Oct 2021 10:04

We use Accountancy Manager. It is an excellent software for workflow/time management and has fairly useful integrations with QBO and Xero (if you are using them as your practice bookkeeping software's). They also have really easy E-Signing for client documents and a built in LOE and Terms that can be adjusted per service or not used at all if you use something else for that.

I'd recommend giving their 30 day free trial a go but also having a demo with them so that you can ask any questions you may have.

It's quite a small business and so you get to speak to the same few people about any issues you may have and they all know the software inside out (not just reading from a script).

Couldn't recommend it more.

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By It's Accrual World
06th Oct 2021 19:47

I use AccountancyManager in my practice & am very happy with it. Without knowing more about your specific requirements, it would seem to tick all of the boxes you've mentioned above.

It integrates with Sage, Xero, Freeagent and QBO.

Support is fantastic and product is reasonably priced too.

They do a 30 day free trial.

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Jennifer Adams
By Jennifer Adams
07th Oct 2021 17:12

We use accountancymanager and as Its Accrualword says - its support is good and we are happy with it.
Has good AML system as well
Plus automatic reminders and e-signing.

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Heather Townsend - accountant's coach
By Heather Townsend
12th Oct 2021 09:49

Our members use and rate:
Senta
Karbon (the larger practices)
Pixie (the smaller practices)

I agree with other people do avoid Xero practice manager. It's just not had the development or has the integrations now.

Get a demo of each software and ask each of the vendors about your 'must have' requirements. Each of the software has it's strengths and weaknesses.

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By paulcolman
12th Oct 2021 10:52

CentreCRM works for us

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By peter morgan
14th Oct 2021 00:58

As a British CA now working in Aus with Practice Ignition I'm currently blown away by the functionality of the PI/Xero/XPM/FYI/Link Reporting Tech stack. Though as others have pointed out XPM doesn't seem to be as well loved by Xero in the UK. And Xero Tax is inside XPM in Aus rather than Xero HQ so that's a further reason why XPM is so well used in Aus.

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Replying to peter morgan:
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By johnt27
04th Nov 2021 10:04

I'm not sure it's a matter of love for XPM. It's a totally different product in the UK, compared to AUS, with a totally different level of competition and longevity in the market. For early Xero adopters in AUS, XPM, before it was acquired by Xero, was the natural (and possibly only) place to go for a PM solution and as a result has a reasonably dominant position with good integrations. These came too late to the UK market to establish a foothold and the lack of investment from Xero to maintain product parity with the competition means it's just not near the top of list for serious consideration.

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