Member Since: 9th May 2013
27th Nov 2013
If you haven't tried this already, I would advise using the 'Issue Resolution Service' offered by HMRC to try and resolve the problem.
You need to register first with them (see the second section on website above) after which go to "Resolving client-specific problems" and complete the online form.
30 x Agent Account Managers (AAM's) access the inbox that your submission gets sent through into, and then whoever picks up your case (usually within 3 days) will stay with you until the problem is sorted.
You need to have at least attempted to resolve the problem through the official routes, but it's designed as a 'common sense' approach for when the system goes wrong, which it clearly has in this instance!
3rd Oct 2013
...change of perspective?
When you look to the future, where do you see yourself?
When your daughters are both in school, your time commitments won't be under quite as much strain and you'll be able to consider how you want to shape your life.
Things may seem a little slow paced now, particularly when the kids are young and demanding, but perhaps there will come a time when you feel ready and willing to take up the reins again :)
24th Jul 2013
Another vouch for Digita
If you're still looking for input on Digita, the gist of it is that everything works through a Practice Management (PM) program, and any changes there pull through into all the other applications (Accounts Production, Personal/Trust Tax, and Corporation Tax).
There's a backup program called Digita Database that comes with your software and very easy to use. There is also a facility for setting tasks within PM to track deadlines or jobs assigned to different staff members.
Inside the main PM software, clients are added separately as individuals, sole trades, partnerships, companies, trusts and estates. Directors are linked to their Company record, the same with partnerships, employees, trustees etc. You can also add contacts who may be perhaps potential clients, and if they develop into actual work their record can be switched to that of a client which then allows you to raise invoices for them.
Client records can be catagorised, for example identifying ex-clients, or those that you wish to receive newsletters/xmas cards. I haven't looked into automated emailing, it might be worth asking Digita directly.
There is time-sheet software within PM used by all staff members, and the WIP from this can then be used to raise invoices through the same program, there are also the usual reporting features on profitability, aged WIP etc.
The other packages that make up the Digita suite all draw their data from PM and so the integration is extensive. For example, when accounts are complete, Corporation Tax can then pull through the final figures to form the CT return. Partnership Tax Return data feeds through to the individual partner's Tax Returns, and so on.
iXBRL can be generated at the click of a button from the finished accounts, and the Accounts Production software itself is very versatile and easy to learn.
Staff can be assigned different access levels, and best of all - huge saving on cost over IRIS (who I used to use). Hopefully of some use, but if not perhaps for others with a similar dilemma.