Practice Management

[JulianHobbs]

Hello everybody,

I have a small accountancy practice looking after a limited number of clients - but getting larger. Can anybody recommend a reasonably priced Practice Management tool - one that works with filing deadlines that can be inputted for each client?

More than anything I'm looking for a time organisation tool. I currently use paper and an Excel spreadsheet, but I'm getting worried things will 'drop off' the edges of this and I'll miss something.

Thanks for your advice,

Julian Hobbs
Chartered Accountant

 

[MyAccountantOnline]

Hi Julian

Their was a post not long too ago about this, and I think its fair to say the basic upshot of this is that at present it doesnt exist!

I believe one of the accountants on here is looking into developing one - Jason at Dormer Finance though.

It might be worthwhile hunting for the posting.

In the meantime I think its Excel sheets!

 

[JulianHobbs]

Thanks Nicola,
I've found the thread:
http://www.ukbusinessforums.co.uk/forums/showthread.php?t=96323&highlight=practice+management
Very useful - it seems I'm not the only one to be looking for this.....

 

[profitxchange]

Suggest you take alook at some of the consulatancy and lawyer software it may come close to what you may need. Try the shareware/freeware websites.