Since making the move, workflow and client service have improved dramatically.
“The software’s logic makes sense, and I really like being able to sort things myself without needing to call support.” Clare says. “The knowledge base is excellent - clear and concise - and it gets me back on track quickly if I hit a snag.”
Stability has also played a key role.
“We’ve only had one instance of downtime since installing it - and even then, we were kept informed throughout.” she adds.
Clare’s confidence in the platform has grown to the point that she’s now considering adding modules they hadn’t originally planned to adopt.
Key features that stand out
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What If? Planner – For forecasting tax liabilities and giving clients better advice.
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Check and Finish – Provides a simple way to locate and fix discrepancies before finalising returns.
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Global address lookup – Speeds up data entry with smart address selection.
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Multiple client tabs – Particularly helpful for comparisons or cross-referencing Self Assessment cases.
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Automatic path saving & built-in calculator – Small features, big impact.
