Over the past few days I spent a considerable amount of time reviewing practice management software that would work for us.
They are some exciting changes happening to our practice. I have sworn to secrecy so I am not able to say much at this stage. As a result of changes I thought practice management software will be vital.
I looked at:
One that ACCA use to sell
HQ for Accountants
TaxCalc Hub - not there yet in terms of linking tasks with Tax/Accounts production
MB Practice Manager
None of them were suitable. I then thought about moving to an integrated solution like Digita, CCH, IRIS etc. I decided against it since we would be tied in to one provider.
In addition, I have never used an integrated package before, I have concerns whether the learning curve will just be too long. May be with the changes happening to our practice I will have no option but go integrated.
After looking at the above, I am left with the status quo being the best. This is:
At this stage of our practice the above combination is an ideal mix. Though there is a massive downside. This mix just cannot be sustained as the practice expands and number of people involved increase.
My combination just about works for three/four people. I hope soon one of software providers comes up with a good solution for a one person practice that is expanding. In other words software that is adaptable to expand with the practice.
Have you reached your ideal solution? For the moment mine is just right.