Tax blog for accountants

News and views from our experts.

Improving cash flow using effective credit control

written by Digita Support, 9 November 2016

by Julie Sandford, Customer Support.

Customers paying late can have a detrimental effect on a businesses cash flow. Avoiding late payment of invoices to improve cash flow can be achieved by implementing effective debt collection and credit control processes. I’ve put together a few tips regarding this which you may find helpful. more »

The Many Faces of Outstanding Client Service

written by Editor, 1 September 2016

Client Service

Guest blog by, Chris Taylor, Marketing Assistant, Thomson Reuters

Client referrals can be one of the most powerful ways for your practice to meet lead generation targets. In today’s highly competitive market, acquiring new business is a challenge for everyone. However, successfully implementing a referral program can put your practice one step ahead of the curve. more »

Join our free online webinars to find out more about Thomson Reuters software for tax and accounting professionals

written by Editor, 28 April 2016

We run regular, free webinar sessions which cover a range of subjects each month. However, if you’ve ever missed one we’ve got you covered with the recording. So register your place today to either join in real time or watch at your own convenience.

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Working efficiently – Client list

written by Digita Support, 24 February 2016

Can’t see the wood for the trees

by Chris Henley, Customer Support

Hidden Benefits of Portals (Client List)

When opening Practice Management, you don’t want to be wading through a plethora of clients and information that isn’t relevant to you.

Practice Management can help simplify the client list to suit your needs. On the left side of the screen, you will see the group and filter options. These allow you to filter your client list to show only your active clients or group by, for example, client type or client manager.

By selecting these options, you’ve gone from seeing all clients to seeing just your active clients neatly grouped by their type ready for you to work on.

If your client list is still looking cluttered and you have superfluous columns you don’t use you can simply left-click on the column heading and drag and drop them off screen to get rid of them. Don’t worry if you get rid of a column you shouldn’t have you can easily use the field chooser to get the column back.

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