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Post Info TOPIC: Moving PM Software
BudgetB


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Moving PM Software
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Hi all,

I have been using Glide as my practice management software for many years now.  Due to some ongoing frustrations with it, and the shiny shiny promises of oh so much automation of things that I currently have to do manually from Accountancy Manager it is very likely that I am going to moving over to them in the new year. I am not looking for any recommendations for PM software as I am happy I have already considered all of the options.

My question is this, for those of you who have moved PM software in the past, did it bother you that you left behind all of that history of work done? Did you find a way maybe to take the history with you? Am I worrying about something that's actually completely irrelevant?

Thanks

(edited for typo)



-- Edited by BudgetB on Thursday 26th of November 2020 10:46:17 AM

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Jenny

 

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HendyPhilhendy


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I moved to taxcalc but still felt compelled to keep Accountancy Manager running. AM is still very good for its task management and reminder functions

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Shamus


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Hi Phil,

been an absolute age since you were here. Welcome home matey,

all the best,

Shaun.

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Shaun

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Leger


Master Book-keeper

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Ditto, long time no see Phil, hope you're doing ok.

That said I've been absent without leave for a couple of weeks, but nowts been happening on the forum (until today) 



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Shamus


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Hi John,

I still check it every day and we've had the usual few guys in Indian call centres that have tested to see whether the site is gaurded... I don't even keep a list of their userid's anymore, lol.

Now between contracts so busy catching up on my CPD which is all on the management accounting side of the fence this year.

How about yourself? Hope lifes being good to you matey.

Shaun.

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Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
BudgetB


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Hi Phil,

TaxCalc is for the accounts production side of things but I take it they have an add on PM? We use Taxfiler and they've also launched a PM module. Seems everyone wants to provide it these days!  I have to admit I hadn't really considered using our existing Taxfiler provision for PM purposes...

I guess that as you have retained AM you haven't had to consider losing that client history.



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Responses are my opinion based on the information provided.  All information should be thoroughly checked before being relied on.

 
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