Case Study - Summers Morgan

Summers Morgan, a medium sized firm based in Chorleywood, Hertfordshire, provides company secretarial services for about 400 clients and for virtually all of these they maintain the statutory books. Partner Nick Corden, gives his thoughts on Digita Company Secretarial.

Nick’s view

Prior to using Digita Company Secretarial, the statutory books at Summers Morgan were completed manually. In May 1999, we made the decision to computerise these records and although we had already been great fans of Digita Personal, Business and Trust Tax, we nevertheless researched the alternatives available at the time very carefully.

We tested two other offerings from the competition over a period of a month, but chose Digita Company Secretarial because it met all our requirements and above all, was easy to use. The investment in training was minimal, simply because very little was required.

We have been delighted with the package, which is stable and regularly enhanced. Support, on the odd occasions that it is required, has been immediately available and highly efficient. Suggestions for improvement have also been regularly incorporated into the updates.

All hard copies of statutory records are now scanned and then put directly into basement storage; Digita Company Secretarial gives the full history and current standing of the relevant statutory registers.

The latest version has some very clever facilities, foremost of which is the Public Record Checker, which, at the click of a button compares the data held on the Digita Company Secretarial database with the information at Companies House. Any discrepancies are highlighted and after the reason for any variance has been investigated, a further click updates the Digita Company Secretarial database if required.

Conclusion

We chose Digita Company Secretarial because it met all our requirements and above all, was easy to use. The investment in training was minimal, simply because very little was required. The boys (and girls) at Digita have come up with another winner!

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