Semi retired(!) apparently - after 42 years in the same practice, now a consultant with the practice, as well as working with 2020 Innovation Training Ltd - responsible for producing and updating 2020 Tax Tips and Tools and Forms Letters and Tools, and a director of my own consulting firm BBS Computing Ltd.
Docusoft portal is certainly intuitive for clients - many approve the documents whilst we are still writing a short paragraph telling them what to do!!
The most difficult bit is to educate clients to use the portal instead of attaching documents to emails!
Forms online 2020 are launching an online forms product at the end of this month. New client, new employee, and many others will be included in the first release.
http://www.smartsurvey.co.uk/s/LIHDO/ Is a survey currently running - take part and the answers will be collated and shared with those contributing - closes 14/2/16
My answers
There are many other models on Forms Letters and Tools which will provide the insights required both for practitioners and their clients
Docusoft portal is certainly intuitive for clients - many approve the documents whilst we are still writing a short paragraph telling them what to do!!
The most difficult bit is to educate clients to use the portal instead of attaching documents to emails!
For cloud based solutions take a look at Exact or accountsiq - both ICAEW Accredited products.
Digita
I filed a 2015/16 tax return yesterday with no problem - picked up Class 2 NI automatically
Forms online
2020 are launching an online forms product at the end of this month. New client, new employee, and many others will be included in the first release.
http://www.smartsurvey.co.uk/s/LIHDO/ Is a survey currently running - take part and the answers will be collated and shared with those contributing - closes 14/2/16
Online sevices
I too had issues logging in today ....got in on fourth attempt....
Credit management
Give Satago a try - highly recommend it - and free if using cloud based software.
Spreadsheet
2020 tax tips and tools has been updated to include various models and calculations based on current known information.
BacS
You can do this via Credec - ICAEW approved BACS supplier.....