I've been thinking of moving from my collection of excel spread sheets to manage my practice to one piece of software for a while and I think i've decided that nows the time.
I have looked at Iris (too expensive), CCH (No price yet - but think it will be too expensive), BTC (Looks good - not yet had a demo) and I also heard that taxclac where releasing something at some point.
Does everybody still use their trusty excel spread sheets or has anybody taken the leap to one practice management suite?
I use something slightly different. Amphis Customer. It's not purposely designed for bookkeeper or accountants but I find it has everything I need. You can get a free trial of it too. I did look at BTC, but neither I nor their technical tem (who spend 2 hours on remote assistance) could get it to work or even tell me why it wasn't working, so I abandoned the idea.
I've also used BTC in the past. I thought the client letters where great but I didn't really like the inter-face and the lack of mobile / calendar syncing which was something I really wanted. I've ended up developing a system that suits me using Omnifocus and Evernote.
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Tony
Responses are intended as outline only. Formal advice should be sort from your Institutes Technical Department or a suitably qualified Accountant.
