Case Study - Painswick Accounting & Taxation Services Limited

The practice: This Cotswold based sole practice is run by Chartered Accountant Sharla Dandy who recognises the importance of using the right financial software to the benefit of her practice and to provide her clients with valued added services.

The software: At start up Painswick acquired the entire Digita software suite including Personal, Business and Trust Tax, Accounts Production, Company Secretarial and Contact Manager.

Sharla Dandy said: “I had previous experience of most of the major software products on the market and was determined to get the right package together when I launched the practice at the start of 2009.

“I reviewed the Digita offer and was impressed with the software and the team – they are lovely people and extremely helpful.

“All businesses have to keep an eye on cost control and it’s a complex task for bigger practices looking to change suppliers, but start ups have the opportunity of putting all the right software in place from the very beginning and taking advantage of the benefits this brings.

“It’s false economy to think you can’t afford it. Digita offers client volume related prices at the outset and, by banding the cost in this way; it makes it very cost effective for smaller practices. You only pay more as your client portfolio increases and it only takes a few business wins to recoup the investment.

“Cost is only one part of the value of using Digita. The integration between the applications is fantastic. I introduce a new client into Contact Manager where all data including telephone calls and letters are reviewable and this data is fed through to Accounts Production and the tax applications. I don’t spend wasted time duplicating work, it’s all quite effortless.

“The same is true of Personal and Corporation Tax. It is acutely tax aware and makes online filing completely effortless. The system draws all the relevant data and validates the input before it is printed for client approval preventing problems later on. The tax aware function gives a good reminder of key issues.

“The crucial point is that with this level of functionality, by saving time and money on compliance related activity, I can devote more attention to providing best practice and value added advice to my clients. Clients’ records can be easily called up making answering queries on the telephone easy, no rummaging through paper files!

“The support service is very good and actually saves me more time. I don’t want to waste time and money listening to telephone music while I move up a queue only to discover the adviser knows little about the product or the professional issues involved.

“At Digita, they get back to you promptly and the respondents are qualified in the relevant field to which the query relates, for tax most advisers are tax qualified and understand compliance issues and detailed questions.

“They will also take on board suggestions for product enhancement and these will often be developed by the team and incorporated in the next upgrade.

“I feel valued as a client and well supported as a sole practitioner, it’s the complete solution.”

Digita Software