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Client Software Overkill

Feb 28

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28 February 2011  RssIcon

Client Software OverkillSoftware can be an additional unnecessary expense for clients that often want to manage their own basic bookkeeping entries and little more.

Clients can feel they have little choice in the software and are forced into using the same as their accountant. It can be quite common for this to be overkill for the client, far beyond their needs and coming at an expense.

The software itself can be quite expense if the client only wants to maintain the basic records, possibly only their invoicing records and trade suppliers.  In addition they then have to learn new software that's often geared towards the accountants needs and knowledge more than their own.

So why do accountants and clients feel obliged to do it this way?

I'm not saying that all accountants push this onto their clients, but there are certainly some that at very least leave their clients feeling they have little choice.

Software packages do promote features that allow accountants and clients to share the data, updating one from the other, but is this really the best way to go about it?

One of our most popular tools has been the our Cash Book Excel Template.  From discussions with accountants that provide this to clients, it's used as a simple affordable tool that clients can easily use without the frustrations of learning expensive software.

There are several other solutions out there too that can also be a good fit for clients that aren't overkill for what they're wanting to do themselves, such as the free VT Cash Book. What's important is finding something that clients are happy and comfortable using.

Is there a good reason for accountants and clients to use the same software?

None of these alternatives for clients should have to mean the accountant is limited in choice with their own software. Sometimes clients will want to do more than the basic entries and the amount of data may mean it is reasonable for both to use the same, but for most SMEs that don't want to do a great deal themselves then simpler less expensive software should certainly be an option for them.

It's the accountants that realise this that have clients that are happier with how they are managed and the service they receive. This demand on easy to use software led us to the online version of our Excel Template - the Online Cash Book System.  Just one option you can consider for clients and see what they think with a free 2 month trial.

What do you do to provide your clients with the right stuff?

David Toohey
The Accountants Circle

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8 comment(s) so far...


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Re: Client Software Overkill

The software itself can be quite expense if the client only wants to maintain the basic records, possibly only their invoicing records and trade suppliers.
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James

By software payroll on   06 July 2011
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Software payroll

This blog is very useful to us and giving more information about this blog.
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Edward

By software payroll on   03 September 2011
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myob learning

Really, very imperssive blog, This is the great choice, I agree with you. The software itself can be quite expense if the client only wants to maintain the basic records, possibly only their invoicing records and trade suppliers. In addition they then have to learn new software that's often geared towards the accountants needs and knowledge more than their own.
myob learning

By myob learning on   10 September 2011
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Re: Client Software Overkill

There are different kinds of accounting software so client can use this software according to their use. There is different software for general purpose and specific purpose so client should have to buy software that fulfill their requirement and are not much costly.

By accountants in Edmonton on   06 August 2012
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Re: Client Software Overkill

With so many software packages out in the marketplace I find it hard to keep up with what every one of my clients thinks is the next big thing. It will be interesting to see over the next 12 months who wins the war of SAAS accountancy software

By joanne reid on   10 August 2012
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Re: Client Software Overkill

First of all we have to determine our goal and how its being achieved by the software ..if the s/w is not according to our needs then a suitable patch to be asked...At least a month report to be extract and compare with the original data it will definitely help to achieve the results

By Shane Knight on   16 August 2012
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Re: Client Software Overkill

Sometimes softwares are unreliable in accounting liabilities and properties because there can be bugs and miscalculations. Its the accountants job to assure the correct calculation.

By Asset Tracing on   20 March 2011
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Re: Client Software Overkill

I agree that it is not necessary for businesses , especially start-ups and smaller businesses to pay out money for bookkeeping software when a simple spreadsheet, or even manual books will do the job. We also provide a basic bookkeeping excel spreadsheet which we will tailor to our client's needs.

As businesses grow however it may be best for them to move onto a more complicated piece of software - we recommend Sage Line 50, but do not insist on it and have clients using other systems (mainly Quickbooks).

The problem with using a different software to one recommended by your accountant is that the accountant may not then have access to a copy of the software, and therefore cannot read your data. There are ways round this (the accountant can visit the client's office and print off everything they need) so we certainly do not consider this to be a major issue - it does however increase the time it takes to complete the work (which may have an impact on fees charged).

By DFL Accountants Ltd on   03 April 2011

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