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J_asonR


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Task Management Software
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Hi all, hope everyone's well!

My current role is rapidly expanding, and we're in the need for a better task management system. 

We're currently using a crudely put together Excel Spreadsheet which has details regarding all the VAT, Accounts, Annual Return etc details on and due dates along with a notes cell which we can keep track of where we are with things. 

My question was, does anybody use any task management software which they can vouch for? What are the positives, what is it missing?

 

Thanks in advance!

Jason.



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Jason.
Leger


Master Book-keeper

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Hi Jason, I should do, but I don't!!

I don't know how big the practice is but if it's reasonably small I've heard good things about Glide.  https://www.whatsglide.com/

It's only £8 a month per user (presumably plus VAT) so I'm going to trial it for April and see if it'll help me as well lol.



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John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.
J_asonR


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Hi John,

Thanks for your reply! Looks like a good solution.

We've found one called PracticeFlow which we've just started a 60 day free trial on today.

Will keep you updated on how this goes if you're interest! £15 per month.

If you wouldn't mind posting how Glide goes for you that would be brilliant so we can compare?

Many thanks!

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Jason.
Meadowlands


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Be interested to hear how both these trials go am always on the look out for something like this

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Alison - Simply Balanced Solutions
Leger


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Hi Jason

I will download it tomorrow and give it a run, the traial on Glide is 30 days but that should be sufficient.

I will post an update on how it's gone on this thread at the end of April



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John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.
MarkS


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You should get Ben from Glide to give you a demo.

I had a look at it last year but ended up going fully integrated and getting IRIS.



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Mark Stewart CA

http://stewartaccounting.co.uk/

Providing accounting, bookkeeping, payroll and tax services to small and medium sized businesses across Central Scotland and beyond.
YLB-HO


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I use glide - the cloud version as there are 2 of us. It took a bit of getting use to, and now we are tailoring it to our needs.

I no longer have bits of paper lying around to be dealt with - as everything is put on the system as a task, with a deadline when it has dealt with and then either filed or scanned. I am slowly using it for more and more, not just the stuff I used to use spreadsheets for, as I keep finding more uses for it.


I can't recommend it enough.




-- Edited by YLB-HO on Friday 1st of April 2016 02:16:24 PM

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Frauke
BKN Book-keeper of the year 2011
J_asonR


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Thanks for everyone's comments. Seems like John's gone the more recommended route with Glide!

We'll stick to PracticeFlow and see how it does! Fortunately not a huge amount of clients to make a change over to a different system too painful.

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Jason.
Rockingsurfer


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Glide looks well worth £8 per month, just had a look at their website and they are now asking for £19

RS

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Leger


Master Book-keeper

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Bummer, I only looked at it once when I first downloaded it, because I was really busy at the time.  Got an email a few days ago saying  the trial had expired, but that's a big increase, and not worth it for me at this stage.



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John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.
RobertPeterson


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We use << Advertising removed >> for managing projects and team work. It allows you to create project boards, add tasks with deadline, attachments, notes and comments, create checklist card and live chat with team members. It's a free web based tool even for large teams. 



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Cheshire


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^^^*** SPAM***^^^



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 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position
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