Member Since: 9th Aug 2001
1st Oct 2019
I've just had a success in extracting information from a truculent previous adviser by musing that I considered sufficient grounds existed to merit a report to the Office of the Information Commissioner. I invited them to consider my letter as a letter of complaint, advised them to contact their insurers and perhaps reflect upon the ownership of the data held. The 3 month's bickering with my client evaporated overnight and I have been love-bombed with information since.
29th Apr 2014
We've always used ACT as the
We've always used ACT as the bedrock of our business and had it tailored for us as it manages all client services and accounts tracking. Document management has been via INVU from Scanworx.
We are moving from Invu to Virtual Cabinet from Linden House this week because the Linden House interface with ACT is superb and we will have the ability for electronic document sign-off as the consequences of hacked emails with PDF attachments become horrendous and dropbox isn't slick enough - even with access via ACT!
Accountex is on in a couple of weeks and I guess that's a good place to start if looking for an off-the self inclusive system.
18th Oct 2013
BTC & VT - no brainer. ShirleyM says all you need to know about BTC.
8th Mar 2013
too much of a burden ?
BTC will transfer all of your clients across from Drummohr, so arguably there will be a minimum of client re-keying. As long as you have complete copies of the 2012 tax returns for use as a 2013 reference you shouldn't have a problem. Allow an extra 10 minutes per tax return to top and tail in year 1 and I would have thought all will be well.
6th Mar 2013
BTC Practice Solution
We've been using BTC for 4 years having transferred from Drummohr. The BTC Practice Manager software includes integrated CTax and Company House filing and is mustard. So glad we changed.
11th Dec 2012
OKI are great - easy to maintain - never had a service call - drums, toner, belts et al a breeze to change. Fantastic colour and well suited for letter head.
27th Nov 2012
. Accounts production: VT
2. Book-keeping : VT Transaction
3. Payroll :Moneysoft
4. Tax returns/CT600s BTC
5. Filing of accounting record: Paperless- INVU
6. Filing of client book-keeping records: INVU & Disk
7. Deadline reminders: ACT
8. Storage of client computerised records: Hard Drive/Tape/ Cloud - Trend Safe Sync because clients worry about security of Dropbox.
9. Timing systems: Depends on clients feedback - but 6-8 weeks from arrival
10. Management account: 14 days
Chuck in Company Secretarial from Absolute and life is complete.
15th Oct 2012
Companies House submission
We use BTC software to create CT600 returns (BTC cheerfully 'reads' the VT iXBRL files) and use BTC's added feature of Companies House filing of abbreviated accounts using iXBRLfiles also originating from VT. Works a treat.
3rd Jul 2012
Practice Management Systems
We use ACT as the kernel of our business. It interfaces well with Office which means that copies of letters and emails can be easily created & automatically stored in the client file. Template letters and emails for specific activities and mailmerge are a cinch. ACT easily tracks WIP automatically producing progress reports and some tasks can be automated - eg, annual chase letters etc apart from the benefit of ACT controlling the diary and appointments.
Also used to record time spent on activities, reports created can easily be transferred to Excel by the click of an icon if required.
Files can also be attached - for example many of our payroll/cis clients have excel templates for monthly input. The templates are kept in dropbox for their easy access and sharing - we have attached these files to the client ACT record and that's how we access them.
You will need to have an ACT consultant to tweak the layout and get you up to speed (we can recommend a good one) and it's the sort of system you can easily grow from standalone to multi-user.
We'd be lost without it and it means that we can still chose the best software (VT,BTC & Moneysoft) without being locked in to a single supplier and easily maintain a consistent client output.
13th Jun 2012
Don't forget the Practice Management facility within BTC PM.
We have always used ACT and had the layouts tweaked for us. Newer versions of ACT to some tasks automatically. It's easy to track work in progress vs deadlines. All standard letters and emails are pre-formatted templates and practice management becomes a breeze. We use HMRC and other notices as trigger points for job entry with tasks and responsibities preset.
I reckon it's the only piece of Sage software worth buying.