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Which Software

Looking for best software for a practice with 10 staff

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I have an general practice client with 10 staff who wants to change their software because it is not integrated. What do people use and why?

I have used Iris and Digita so do not need information on them. Has anyone used CCH?

Thanks in advance.

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By williams lester accountants
05th Aug 2022 19:11

What are you looking for it to do should be the first question.

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By AlanKennedy
05th Aug 2022 20:08

Good question, the required uses is are accounts preparation for all types of entity, all types of tax returns, time management, deadline management, mail merge for letters to clients about seminars and kpi reporting. Ability to export to excel an advantage.

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By jvenegas16
05th Aug 2022 22:54

CCH Central does all that in one place: billing, time management, document management, AP, Tax Returns (Personal, Partnership, CT600), mail merge. It is not cheap, and the price will depend on the number of clients too.

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ALISK
By atleastisoundknowledgable...
09th Aug 2022 10:22

I think TaxCalc does all of those, but anything outside accounts & tax returns I’d be hesitant in recommending. Although TBF I’ve not tried their other offerings for a year-or-so, just didn’t think much of them when they did.

If you want 1 thing that fully integrates well, it’ll cost I’m afraid.

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