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Your search results for process

Showing 1-10 of 17 results

  1. IRIS Elements marks final push into the cloud
    Practice software

    ... on and off. Practices can then track and manage the process.  As and when clients accept, this generates a ... with Elements and the firm can start the onboarding process, with integrated tools such as Elements Anti-Money ... but IRIS chiefs are insistent that the exhaustive testing process behind the project will pay dividends for the ...

    11th May 2022 | Article

  2. Find your way around onboarding apps
    Practice software

    ... the point that onboarding covers the sales and onboarding process. “People don’t like using the word sales, but you ... MAP, Barnes wanted to address both sides of the sign-off process. To help scope out the services clients needed and ... is because you are by definition starting the onboarding process when you create the proposal. You’re configuring ...

    20th Apr 2022 | Article

  3. HMRC advises changing MTD year ends in 2023/24
    HMRC & policy

    ... are intended to streamline the quarterly reporting process. While the reforms will make life easier for HMRC, ... made can be adjusted, if necessary, through a resubmission process.  Touching on the final declaration, Hume advised ...

    10th May 2022 | Article

  4. Workflow management moves up the practice agenda
    Practice software

    ... we’d be in middle of something else,” she explained. Process mapping The first step to redressing this client ... her account manager at (Practice) Ignition. The resulting process map, represented by nearly 90 steps in the rough ... the client on board once they accept the proposals. Process mapping is a foundation for any workflow project like ...

    13th Apr 2022 | Article

  5. Cloud suites are here, just as the goalposts move
    Practice software

    ... point when the classic Windows-era annual self assessment process is moving into its twilight years. In 2024, HMRC ...

    12th May 2022 | Article

  6. HMRC tax burdens under scrutiny in new survey
    HMRC & policy

    ... as: If you made a SEISS claim, how easy did you find the process?  If you made a JRS claim, how easy did you find the process?  Was HMRC's guidance useful and timely? Meanwhile, ... forms used for taxation purposes. As HMRC is in the process of mordenising these forms, respondents are also ...

    22nd Apr 2022 | Article

  7. Live clinic on choosing practice software, 1pm today
    Practice software

    25th Apr 2022 | Article

  8. My Tech Stack: Sharon Pocock, Kinder Pocock
    Practice software

    ... or quicker way of doing things. It’s got to make a process simpler and save time. Another of our values is to ...

    7th Apr 2022 | Article

  9. Pensions thresholds freeze: What are the effects?
    Personal tax

    ... reference period that starts (triggers) the auto-enrolment process for employers. If the worker is in a pension scheme ... contributions on band earnings, once the auto-enrolment process has been triggered, the employer will start to take ...

    20th Apr 2022 | Article

  10. New P87 transparency targets tax refund companies
    Personal tax

    ... signature, seemingly gathered as part of an online process, has been used on the forms sent to HMRC. In such ... is persistent but also increasing. How might the new P87 process help? From 6 May 2022, HMRC will mandate use of the ... to the form, this will not go through the automated process but will be processed manually. In cases where a ...

    29th Mar 2022 | Article

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