Practice Manager is the hub of your practice. It helps to plan, track, manage and control staff, clients, jobs and communications. Practice Manager is feature rich and is available at three levels including company secretarial functionality as an option.
The basic package is free to use and installs with every copy of Accountants’ Suite, providing functionality to create clients, basic Companies House data checks and submit form 64-8 to HMRC.
Company Secretarial – Available on its own or as an add-on to the practice management functionality, the company secretarial functionality gives you everything you need for Companies House administration.
Track the conversations you have with your clients, however they take place (phone, email, letter, in person)
Submit 64-8 forms online
Straightforward document management
Powerful scheduling and task management, however big your team is
Create staff grades; assign multiple charge-out rates per grade
Track time, calculate fees and generate invoice reports.
Comprehensive WIP reporting
IRIS OpenSpace integration
Create clients and the data is shared with Personal Tax, Corporation Tax, Trust Tax, Accounts Production, Accounts Plus and P11D automatically
Mail merge with Microsoft Word*
Microsoft Outlook emails are automatically captured and logged against client records*
Powerful filtering and reporting tools
Data mining – Query your client database your way
* Requires Microsoft Office 2007 or higher. Installed versions only.
We offer reduced cost licences for smaller client numbers.
Switching software supplier is usually accompanied by a chorus of claims about how “all your data will come across”.
We don’t make that claim; while we can typically bring across the standing data, the only promise we make is this:
We’ll bring across what we can
Available by phone, email and online