Case Study - Bishop Fleming, Andrew Browne

Andrew Browne, Tax Partner

Bishop Fleming is one of the largest independent accountancy firms in the South West of England, with five offices and nineteen partners. The offices are located at Bristol, Exeter, Torquay, Plymouth and Truro. They process in excess of 5,000 tax returns per annum and have at least 30 staff using Digita Digita Personal, Business and Trust Tax.

Why Bishop Fleming? Working with clients, rather than just for clients, Bishop Fleming is better placed to understand individual as well as corporate objectives, able to identify and advise on crucial issues before they become problems!

Bishop Fleming's commercial acumen and their ability to help clients achieve their business and personal aspirations are a compelling proposition and one which cannot be ignored. Bishop Fleming provides the key to clients future financial success and to maintain and enhance this level of service the firm needs first-class software.

Prior to selecting Digita Personal, Business and Trust Tax, Bishop Fleming had been using Solution 6' PerTax and CSM's Taxman for tax return production.

Conclusion

"I approach the issue of tax planning from a commercial viewpoint, rather than a simplistic 'tax saving' viewpoint. Taxation is a complex issue that needs to be viewed in the context of a strategic plan if appropriate solutions are to be found to problems".

"Digita Personal, Business and Trust Tax has been superb. Having made the decision to change (from PerTax), the data from the old software was sent to Digita, who converted it and sent it back to us to load into Digita Personal, Business and Trust Tax".

"We decided to invest in initial training, although we understand that many users have picked up the programme without formal training as it is very intuitive, easy to navigate and user-friendly".

Bishop Fleming have also been using Digita Corporation and Deferred Tax since 2003 and Digita Electronic Forms for Customs & Excise and Companies House forms and will evaluate Digita Accounts Production later this year.

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