Missed deadlines cost you twice: once for the fee and again for the loss of client confidence
See at-a-glance everything about any of your clients:
Every staff member receives a daily summary of all deadlines that still require attention each week.
Now whether staff are in the office or on the move, they can easily stay up to date.
As a small bookkeeping company, we recognised the need for a software that would enable us to set up our clients, hold secure data and give us reminders for VAT / CIS and other HMRC reporting requirements.
We came across Stefan at PracticeFlow via a Google search and this software has been invaluable for us. No more spreadsheets to track where we are up to in a month. The dashboard gives us all the vital information we need and with the daily reminders this has transformed our tracking, deadlines and reminding process.
We have also fed back on the software with things we felt could enhance it and Stefan has made changes to it. Brilliant software and highly recommend it.
As a small accountancy practice we use Practiceflow. We have found it to very effective and cost efficient. We have added all of our clients to it, which was a very easy task by just adding the company number, which in turn populates all the relevant data of accounts year end, deadlines and confirmation statement deadlines.
We download monthly CSV reports, and do basic filters to tell us which clients have their year end and confirmation statements due. This allows us to be pro-active with our clients and reach out to them to complete the necessary work. PracticeFlow also has a traffic light system, with the colour amber showing due dates in the next month and red as overdue. This is useful if you want a quick glance. Further to this, all data can be automatically updated from Companies House or you can accept or reject the change when you login, depending on how you operate.
Practiceflow have taken feedback onboard and made improvements and overall a very effective tool for accountants. We highly recommend. We have used other software providers in the market, but found them to be overly complicated. PracticeFlow have kept things simple and easy to use, which gets the job done.
I found PracticeFlow after searching the internet for a way to manage client deadlines and it's fantastic.
Our clients expect to be reminded when returns are due, when payments need to me made and how much they need to pay. That gets more difficult as your client base grows.
With PracticeFlow we can schedule key dates and tasks to make sure we don’t miss any deadlines.
It also acts as a central point to hold key data such as UTR’s.
We love it!
Practice Flow has transformed the way we work in a time pressured environment, the daily reminders ensure we never miss a submission deadline and hence no late filing penalties.
PracticeFlow is an excellent practice management software that provides us with exactly what we need without the high price tag for providing all the extras that are not required. Why pay extra for email integration and ability to text via the software and so forth.
We wanted a cloud based software that would hold all key data in one place and could be accessed anywhere at any time. A software that would allow us to manage tasks and deadlines. Well PracticeFlow has satisfied these requirements and more including the ease at which the data can be downloaded as a CSV file for backup and daily email reminders of upcoming tasks.
PracticeFlow is now a vital part of our business growth strategy.
We were finding that an increasing amount of our time was spent checking client’s submission deadlines – time that could be better used helping clients or developing new leads.
We estimate that for each corporate client we have, there are over 20 deadlines that we need to manage such as Accounts, Corporation Tax, VAT, PAYE and self assessment tax returns filings. We envisage that this will only increase as time goes by.
Practiceflow offers us a practical, efficient and cost-effective way to manage those deadlines.
We recognise that a missed deadline can result in a lost client and so the peace of mind that Practiceflow provides is invaluable.
As is often the case with game-changing technology, I now wonder how we coped before we started using Practice flow.
A large proportion of our clients are "tech-aware" themselves and we strive to provide a service that meets their demands and way of working. Practiceflow helps us achieve this.
One added benefit of using PracticeFlow is that it has actually aided our team briefings, as the whole team is now more aware of everyone else's workload and helps avoid people working in isolation.
As all accountants are essentially suffering from the same issues – shortage of time, risk of missing clients' deadlines, sharing knowledge amongst team members – I have no hesitation in recommending PracticeFlow to other accountancy firms.
Client work and Staff case load management need a CRM System as PracticeFlow provides, so, a valuable and yet cost efficient tool for Partners and Directors of Accountancy and Book-keeping related firms may oversee the various stage and processes, either, individual or all tasks may be at depending on the preferred criteria selection.
Whether a single or multi user requirement, at a touch of button and from almost any location in the world, this cloud base platform allows the owner, or owners, control over the complete service package and whose clients engage the accountancy or bookwork, payroll and stocks auditing team to perform to strict performance deadlines. This includes presenting to the client, on site, a visual, historical trail that explains from notes held on the programme by each staff, the action/s behind work in progress and immediately the PracticeFlow resource as a tool impresses upon the end user a confidence in the provision of overall service.
Limited companies automated update links of filings lodged, or, deadline due dates approaching, held at Companies House, with a complimentary record card where other data may store / hold UTR, PAYE, VAT and Authentication Code information is but a few of the useful features this software retains details of within a central database to have hands on access to all sorts of references needed, without so much as vacating the work station, after saving it.
The after sales support is reactionary and constructive to the extent the feedback is helpful toward making certain aspects of the programme bespoke and where certain amendments cannot be applied immediately suggestions are taken on board which has the end user feeling this is not only a marvellous resource but supported by a business who seeks to build on the client / supplier relationship, making this good product even better.
Prior to using PracticeFlow, I relied heavily on memory (seriously!), scraps of notes, a calendar and Excel as a database.
I have tried the "all in one" providers, i.e software for accounting, payroll, practice management and tax returns. This did not work for me. I believe that each company is good at its core service. Hence I have separate software for accounting, payroll, tax returns and practice management.
For me PracticeFlow is an efficient, time saving way of managing my business and my time. Easy to use at a modest cost. There is a generous free trial period, and the personal support offered is first class.
All plans include a 60-day trial and no-quibble money back guarantee.