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 »


Can more accountants make more of KPIs and make more profit?

written by Editor, 9 June 2016

Guest blog by, Paul Shrimpling, Remarkable Practice

Employees

At the Thomson Reuters 2016 conference I shared 3 important insights about valuable KPIs, client meetings and helpful questions.
After 15 years of advising accountancy firms I have uncovered 3 worthwhile obsessions for accountants in practice.
If you don’t implement the right KPI’s, develop the right client relationships and focus on the right queries to help power your practice forward you will notice;

more »


Using Query Manager in Personal Tax to report on client information

written by Digita Support, 13 May 2016

By Chris Cullen, Tax Support Specialist.

Introduction

Whether it’s for tax planning purposes or internal housekeeping it’s always useful to be able to report on clients meeting specific criteria (over a certain age, specific income types or thresholds, etc.); this can be done in Personal Tax using the Query Manager.
more »


Better Productivity for Your Practice – Part 3: Our research

written by Editor, 19 April 2016

Guest blog by, Ian Cooper, Digita Product Manager

Better Productivity

Ian Cooper’s 3 part blog piece will uncover ways in which accountants in practice can boost their efficiency through technology advances. Ian will also address the barriers to productivity which practices may face and finally in the 3rd blog he will showcase the recent survey results carried out by Thomson Reuters Digita.

more »


Better Productivity for Your Practice – Part 2 : Barriers to productivity

written by Editor, 12 April 2016

Guest blog by, Ian Cooper, Digita Product Manager

Better Productivity

Ian Cooper’s 3 part blog piece will uncover ways in which accountants in practice can boost their efficiency through technology advances. Ian will also address the barriers to better productivity which practices may face and finally in the 3rd blog he will showcase the recent survey results carried out by Thomson Reuters.

more »


Using Corporation Tax to track filing and payment deadlines effectively

written by Digita Support, 5 April 2016

By Lisa Gunn, Tax Support Specialist.

In many ways corporation tax can seem easier than personal tax, but the one area where this definitely doesn’t hold true is filing and payment deadlines.
more »


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.

more »


Do You Want to Save Time in Your Practice

written by Editor, 18 May 2015

Ashley Leeds, Digita Business Development Manager
Saving Time

I wanted to share with you some of the tips I’ve gained about what different accountants are doing to save time in their practice. Most of the time, they are just simple changes that we can all put into action.
more »


Innovation: Your Catalyst to Success Across Your Accountancy Practice

written by Editor, 29 April 2015

Blog by Dave Pearson, Senior Development Manager of Practice and Workflow for Digita software
Innovation

Why innovate? You want to do more than just stay in business and keep-up with the competition, right? You want to grow, thrive, be more efficient and improve your work-life balance and profitability? Whatever your reasons, everyone should be looking at what the innovation toolbox has to offer and what it can do for your business.

more »


5 Steps to an Effective Document Management System and Workflow Solution

written by Editor, 12 September 2014

Blog by Dave Pearson, Digita Senior Development Manager – Practice & Workflow

Introduction
It’s vital to get the right fit of Document Management System for your practice’s needs and opportunities – but how do you determine what that fit is when no two practices are the same and there’s such a wide array of differing functionality available? more »


This page can be viewed at https://www.digita.com/pro/blog/index.php/workflow/

Copyright © Thomson Reuters, 2017