P
Peter Saxton
I'm happy enough with the "real" work I do on a day to day basis (such
as advice, returns, accounts and reports) but because I'm not wanting
to take on employees or even sub-contractors I'm finding a constant
flow of new clients is putting me under a lot of pressure.
I'm using Digita products for Accounts Production, Tax Returns and
Company Secretarial and Sage for Payroll. Digita will be drip feeding
their Practice Management product over the next year or two but I
don't want to switch to a rival product.
I'm presently using:
Outlook for calendar, contacts and email
Word for letters
Adobe Acrobat for scanned documents
Excel for tasks, time recording and invoices
I'd be interested to know if any products address various online
registrations. I do VAT returns, payroll, Companies House and tax
returns online pretty easily but it would be useful if there was a
product that could extract information information from my software to
do the following online:
VAT registration
Employer registration
Agent authorisation
Presently I have to enter the details into my various software and
then either enter the information again in the HMRC website or print
out forms and post them.
Another area which I'm interested in is paperless document management.
Presently I get about 20 letters a day but I only scan documents if
I'm going to email them. I get a lot more emails and attachments which
I have to deal with and file one at a time. If there was a paperless
document management system that was specific to an accountancy firm or
customisable I'd consider buying it.
I'm chasing Digita about the above but I don't know whether I'll be
able to wait one or two years until they make progress on this front.
What products do online registrations efficiently?
Can anyone recommend a paperless document management system.
as advice, returns, accounts and reports) but because I'm not wanting
to take on employees or even sub-contractors I'm finding a constant
flow of new clients is putting me under a lot of pressure.
I'm using Digita products for Accounts Production, Tax Returns and
Company Secretarial and Sage for Payroll. Digita will be drip feeding
their Practice Management product over the next year or two but I
don't want to switch to a rival product.
I'm presently using:
Outlook for calendar, contacts and email
Word for letters
Adobe Acrobat for scanned documents
Excel for tasks, time recording and invoices
I'd be interested to know if any products address various online
registrations. I do VAT returns, payroll, Companies House and tax
returns online pretty easily but it would be useful if there was a
product that could extract information information from my software to
do the following online:
VAT registration
Employer registration
Agent authorisation
Presently I have to enter the details into my various software and
then either enter the information again in the HMRC website or print
out forms and post them.
Another area which I'm interested in is paperless document management.
Presently I get about 20 letters a day but I only scan documents if
I'm going to email them. I get a lot more emails and attachments which
I have to deal with and file one at a time. If there was a paperless
document management system that was specific to an accountancy firm or
customisable I'd consider buying it.
I'm chasing Digita about the above but I don't know whether I'll be
able to wait one or two years until they make progress on this front.
What products do online registrations efficiently?
Can anyone recommend a paperless document management system.