I have spent the last few months trialing various software to find the perfect solution for my bookkeeping practice to satisfy task management, accounts prep, tax return filing, client on boarding, client portal and document management solutions. I want to keep the number of different softwares in use to a minimum and avoid overlap and duplication as far as possible. Also too many multiple monthly subscriptions as these mount up!
Sadly no one piece of software has come up with the complete package as far as I can see.
I currently use mainly Xero and Payroll Manager and have been using Tax Calc this year with Dropbox for shared files and client document storage, however, I feel that Accountancy Manager, Taxfiler and OneDrive would be a more complete fit.
Intrested in any comments that people may have as to their software stack and also any developments that may be on the TaxCalc roadmap with regard to client portals and or document management solutions that may persuade me to stay for a little longer!