Case Study - RA Lister
R. A. Lister is a sole practitioner with two support staff and has been providing personal and professional accountancy services throughout the Wakefield district since 1985.
The practice advises private individuals, sole traders, partnerships and limited companies with a turnover of up to £1m on a range of subjects including accountancy, taxation, book keeping, payroll, company formations and new business start ups.
RA Lister uses Digita Personal and Business Tax software, Corporation Tax, Accounts Production, and Practice Management software (Contact Manager).
Richard Lister said:
"I was having a nightmare talking to my software provider - there was simply no support so I changed to another with a more personal approach only for them to sell out to my original provider and take me back to 'Square One'."
"I looked at Digita products and liked what I saw and began with Accounts Production around 2001 before acquiring the rest of the suite. Basically, Digita products do exactly what I want and need. They do what they say on the box."
"Crucially, whenever I've had a query, I get on the phone to Digita and it gets sorted. It's as simple as that."
"The products looked better that those I previously used and were intuitive and easy to pick up. As a sole trader it's not easy for me to attend training courses and conferences so ease of use is very important."
"I have now acquired Contact Manager and decided to plug and play for a month before taking training. As it happens, I've yet to find time to take the course, but I've got it doing exactly what I want through a self-learning process."
"Contact Manager's most important feature for me is the convergence of information. Client data is all kept in one place so it saves us time and eliminates risk of errors or duplication."