Cost Cutting Measures

Hello folks. You may have seen from my AA post, I am looking to cut our support costs. 

It is because, my client numbers have gone down, due to my absence from the practice for the last three years. 

The downside has turned into an advantage. It forced me to look at other options. The Panda Doc option has turned out to be considerably better at a significantly lower cost.

Over the week, I will be reviewing to replace Accountancy Manager. Sadly, having reviewed, TaxCalc (TC) Communication Centre (CC) it has just not gone far enough in its development.

The current key weakness of CC is it is not able to send out automated email reminders more than once on the same topic. For example:

• Just after the end of the VAT quarter  Reminder 1
• 14 days after the quarter-end Reminder 2 
• 30-days reminder after the quarter-end  Reminder 3

I will look at TC as a practice management tool without using  CC.  I do not have any intention to leave TC as a whole. It is very good for accounts production and tax returns. 

I will also review moving from Adobe Esign for tax returns and accounts esgining. It will save me a monthly sub of Adobe Esign. Also, I think the functionality of Panda Doc is better for esigning. Though, I will undertake a detailed review of this aspect next week. 

Last week really was the first week, I returned to the office properly after 3 years.  

BTW it would be good to read blogs from other accountants without their brand attached to them. When a brand is attached, it is just not possible to write freely.