Case Study - Wortham Jaques
Wortham Jaques originated in two independent firms established in 1982 and 1985. The practice is located in Crediton with a client portfolio characterised by owner managed businesses throughout the South West as well as nationally and overseas.
The firm began reviewing Digita products in April 2007 before acquiring Personal, Business & Trust Tax software, Accounts Production, and Practice Management software (Contact Manager).
David Jaques is a tax professional and founding partner of the firm having earlier worked for the Inland Revenue.
"We were creating a single office operation and were becoming increasingly frustrated with the software we were using especially because of its inability to merge separate databases into a single system without loading one of them from scratch."
"If we were going to do that, it became an appropriate moment to review the market so we had a look at Digita. They were building a reputation, were in the right cost range for us and had improved their products immeasurably from when we had first looked at them quite a few years since."
"We visited Digita's offices, talked with their people and took on a 30 day trial. This was a big decision for us as software underpins the core of what we do and because it was already October, we were fast closing in on our busiest time of the year."
"We decided to go ahead and acquired Digita Personal, Business & Trust Tax software as well as Accounts Production, and Practice Management."
"It proved to be the smoothest January we've ever had. I was particularly impressed with the speed of creating tax returns - it was quicker than the previous software was capable of even though we were loading client data as well. The tax software is slick and intuitive and I know my colleagues have found the Accounts Production software provides the same thing."
"We have also been impressed with the fantastic response to enquiries. The attitude is so positive and we are getting through to the right people straightaway. The training was first class and we have yet to pose a question Digita haven't solved very quickly indeed. Digita have great people and make a great team."
"It was a big call for us to embrace entirely new software but one that we are glad we made."