Client Management - Task & Job Management

Discussion in 'General Accountancy Discussion' started by ben777, May 1, 2011.

  1. ben777


    May 1, 2011
    Likes Received:

    Would appreciate if someone can advise what they find is great Practice Management Software. Ideally all Clients could be listed (with unique Client Codes) - The software would allow up to 7 users, monthly and recurring taks can be listed and allocated to staff, together with normal accounts jobs. Also desireable would be a link to MS Outlook and MS Word for Letter Generation.

    Ideally the software would also be able to retain all correspondence for a client in a thread.

    Hope you can help.

    ben777, May 1, 2011
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