Platform Features
11 Downloads
A 20-minute recording for users to learn areas of the platform outside of the working paper index.
Posted in .
Platform Features
A 20-minute recording for users to learn areas of the platform outside of the working paper index.
QX Accounting ServicesQX Accounting Services can really make a difference to your practice; supporting accountancy businesses with core functions such as bookkeeping, tax, payroll, audit support, and accounts is at the heart of the QX service.
We are a North Yorkshire-based, ICAEW-member company with more than 1,000 skilled accountants serving UK clients from our five delivery centres in India. We provide UK-standard outsourced accountancy services to a diverse client base consisting of 350 accountancy practices. This includes 100+ TaxAssist franchises in the UK and Ireland.
Benefits
Whatever the reason, you know you can rely on QX for a rapid turnaround, security of data and guaranteed delivery. Our aim is to provide unbeatable value every time.
Using a core team of accountants trained to UK standards and working to pre-defined KPIs, we can deliver savings of 40-50% on overall in-house operations costs. Initial processing takes place in the UK, eliminating the requirement for client data to leave the country.
As an ISO 27001 (Information/Data Security), ISO 9001 (Quality), and ISO 27701 (Global Privacy) certified organisation, we have stringent quality, IT, security and privacy processes in place to ensure your data is protected and kept secure in the UK, Ireland and India. In fact, we are the first accounts outsourcing company in India to be GDPR compliant via the British Standards Institution (BSI) framework.
On-shore Support
Account Manager, Shalin Shah, is based on-shore in London to ensure you have the local support you need.
Mercia GroupMercia is one of the leading training and support services providers to the UK & Ireland accountancy & tax profession.
Our training events, face-to-face and digital, are attended by over 7,000 firms. Our clients promote their firms with our marketing service and rely on our technical products, including our year-end and audit content packs in conjunction with MyWorkpapers.
Mercia helps improve the entire team's skill, knowledge, and efficiency, whilst also improving the firm's brand presence and reputation.
We can offer technical expertise to accounting firms by providing the technical knowledge that firms need to stay up-to-date, compliant, and efficient.
Using the Mercia content in the MyWorkpapers platform ensures that you’re reducing the risk of errors, enabling standardisation across your firm, and ensuring consistency and quality are maintained.
We offer a wide range of manuals all of which are updated on a real-time basis with changes to rules and regulations, to make sure you are always up to date. We have content in the following areas audit, specialist assignments, practice compliance, and anti-money laundering
Mercia GroupMercia is one of the leading training and support services providers to the UK & Ireland accountancy & tax profession.
Our training events, face-to-face and digital, are attended by over 7,000 firms. Our clients promote their firms with our marketing service and rely on our technical products, including our year-end and audit content packs in conjunction with MyWorkpapers.
Mercia helps improve the entire team's skill, knowledge, and efficiency, whilst also improving the firm's brand presence and reputation.
We offer a broad range of technical courses across multiple specialisms and core disciplines.
Our training programme is designed to exceed the needs of you and your firm providing updates on the latest regulatory changes and insights, whilst upskilling individuals to advance their capabilities.
We combine face-to-face, live streamed and on-demand courses as well as some new features and content for 2023 to enable us to support your practice regardless of your training needs.
We have flexible solutions for firms of all sizes, with training memberships, in-house offerings which are delivered exclusively to your team, Pay as You Go solutions and bespoke packages.
CPD Bite-Sized
Taking topical issues from our recent CPD update courses and providing you with focused sessions which enable you to dip into key topics during gaps in your working week.
Early Careers Programme
Our training programme for students has been redesigned offering a blended approach of on-demand e-learning and tutor-led, live streaming courses.
We have used our experience of working with students to create suggested pathways to run concurrently with their technical skills training
CPD Back to Basics
We have revamped our back to basics courses, they are available on-demand suitable for qualified members of the team looking for a refresher on a specific topic.
Skills, Management and Leadership Programme
A new look range of courses for 2023 covering all members of the team from students to partners.
Key areas of focus include topics such as Emotional Intelligence, Wellbeing in the Workplace, Networking and Leading a Team.
FibreCRMFibreCRM is a Client Onboarding and dedicated Client Relationship Management solution designed from the ground up for accountants.
Offering a single point of truth for practices, it integrates with a wide range of practice management and online accounting platforms, including CCH, IRIS and Xero, to create a seamless process for onboarding and managing client relations.
Onboarding
Manage KYC, capture client data securely, run AML checks and perform ongoing monitoring and sync data to/from your Practice Management software easily.
If you are frustrated with inefficient and confusing onboarding processes, then FibreCRM can simplify and streamline this for you.
Business Development
Upsell, cross-sell, analyse and more to build your revenue to new heights. FibreCRM is designed to help partner and business development teams to spot opportunities within their practice at the click of a button.
Client engagement
Are you out of touch with your clients? Despite your best efforts, it can be a challenge to keep in regular contact with new and existing clients. FibreCRM strengthens your client engagement by designing your own strategies that prompt you to contact your clients at the right time.
What’s more, it has built-in NPS surveys and a 360-client view, so you always know how your clients feel about your services.
HATThe HAT Group provides a range of services to accountancy firms across the UK. A consortium of over 60 UK-based firms, HAT offers a range of content and bespoke consultancy services for established firms.
It works with a wide range of firms to help them deal with ever-increasing and changing regulations.
HAT analyse and assess relevant changes and provide both members and non-members with the necessary training and support to run their businesses successfully.
This allows firms to focus on the important matter of servicing their clients.
Recruitment
Through its far-reaching recruitment service, HAT is well-placed to source, select and place the best recruits with its members across the UK.
Training
HAT’s in-house training courses are designed for people at the start of their careers, as well as those continuing their professional development or needing to learn about a specific subject.
Advisory
HAT’s advisory services focus on compliance checking for their members to ensure they are delivering fully legal services to their clients and regulators.
This includes a free technical helpline for queries members have about audits and accountancy, and a bespoke consultancy service for firms to make sure they are efficient and sustainable.
Whether you are a two-partner firm or a mid-sized business, the HAT Group will help you provide the best possible service to your clients.
Corporate Finance Network (CFN)The CFN is the national brand leader in SME corporate finance in the UK and helps accountancy firms and corporate finance advisers to provide SMEs with probably the most complete & practical business advice that is available anywhere in the UK.
Its member firms work with SMEs to grow well-capitalised businesses, organically or by acquisition and encourage business owners to plan for their eventual exit.
Recognised as the experts in smaller company transactions, typically up to £5 million, CFN members work with owner-managed businesses to help them run better businesses, that are more saleable and more valuable for when the time is right.
How CFN can help you
The CFN provides a range of resources to its members to support different elements of Deal Origination, Deal Cultivation & Deal Execution.
All sizes of accountancy firms are welcome, with the CFN providing three categories of membership depending on how firms their corporate finance service – Reactive, Active and Proactive
JE ConsultingWhy tell the same old story when you can do it differently? That’s the approach our company was founded on more than two decades ago. Today, JE Consulting uses a unified approach to social media, web design and direct marketing to invent a new narrative for professional firms.
Working with us means you have access to a one-stop shop for all your promotional requirements. Our efficient and cost-effective solutions enable you to achieve much more, improving both your bottom line and the services you can provide.
Make sure potential clients find you first on line. Enhance your clients’ on line experience with you with managed and meaningful social media. A complete, technically accurate and measureable digital plan that delivers tangible results.
If you don’t have the time or manpower to manage the marketing plan, we provide you with a fully outsourced marketing service. From strategic planning to the management and production of every marketing activity, we have the team to deliver your plan and deliver measureable and tangible results.
Our experience and knowledge of the accounting and finance sector is unrivalled. We understand the profession and the needs of your clients.
From day one, you’ll be allocated a dedicated point of contact and support team who’ll keep on top of your deadlines and work passionately to meet your goals.
Change the way your clients see and feel your brand online. Our complete social media service allows you to get your message out there, reach new markets and connect with existing clients.
Mercia GroupMercia is one of the leading training and support services providers to the UK & Ireland accountancy & tax profession.
Our training events, face-to-face and digital, are attended by over 7,000 firms. Our clients promote their firms with our marketing service and rely on our technical products, including our year-end and audit content packs in conjunction with MyWorkpapers.
Mercia helps improve the entire team's skill, knowledge, and efficiency, whilst also improving the firm's brand presence and reputation.
We can help you promote your firm; we have a wide range of flexible solutions for your practice. We combine our specialist in-house technical knowledge with our marketing and design expertise to develop a range of products to suit firms of all sizes.
Our products are available in various formats, easy to understand and enable you to showcase your expertise to your clients both existing and prospective, they include.
Communication products
We produce a wide range of topical and technically accurate content in printed or digital formats for you to communicate to your clients.
Whether you require regular communications such as briefings or newsletters or if you are after something more specialist we can help with our range of technical guides and factsheets.
We also have a range of client letters, that relate to topical issues, these are available in a format that makes them easy for you to adopt
Communicating key information relating to accounting, auditing, or tax in a way a client easily understands is never easy, our communication products focus on practical advice that your clients can understand.
Digital Marketing
We specialise in designing and building websites for accountancy firms in the UK using content that you can trust.
Each website comes complete with high-quality content specifically tailored for accountancy firms.
Our technical experts have written the content, which is automatically updated for you, so you can ensure it is relevant and up to date, without the hassle of updating it yourself.
In addition, for our website clients, we offer a social media solution to help establish your firm as an accountancy expert.
We post daily on LinkedIn, Twitter, and Facebook you can incorporate our solution into your existing social media strategy or rely on this content to keep your social media accounts active and visible.
Budget & Tax
We produce comprehensive summaries of the various Chancellor’s fiscal announcements, including budgets and statements. We make them available to you the following day, making sure your clients have the important information when they need it.
We produce annual tax rates guides covering the latest rates and detail for each tax year, these are available in a variety of sizes and formats to suit your needs.
2020 Innovation2020 Innovation members receive support in business advisory, practice development, marketing, MTD, and new technologies, plus CPD training in audit, accounts and tax.
Its priority is to help firms grow their client base and expand their service offerings in an ever-changing environment.
Membership is specifically designed to provide firms with all the support they need at a price everybody can afford – starting from just £90 per month and including over 100 hours of CPD for your entire fee-earning staff!
2020 Innovation offers…
With over 1,000 members, 2020 provides training, resources and support to approximately a quarter of all UK accountancy firms.
NameNam malesuada porttitor justo a elementum. Fusce aliquam euismod libero. Pellentesque et erat a ex gravida aliquam. Sed vitae aliquam magna. Proin convallis magna vitae augue suscipit pretium. Donec feugiat pulvinar nulla, at consequat mauris porta at. Vestibulum laoreet nisi at arcu molestie, vel iaculis justo ultricies. Morbi tincidunt enim eu elit ornare varius. Proin pellentesque, libero eu pellentesque tristique, justo ex finibus odio, gravida posuere nunc ipsum sit amet orci. Suspendisse tincidunt purus nec tortor iaculis, sed scelerisque purus eleifend. Sed accumsan porttitor iaculis. Cras aliquet quam at nibh efficitur, id malesuada odio viverra. Praesent gravida euismod tincidunt. Curabitur et venenatis erat. Curabitur porta, sem sed bibendum dapibus, libero lacus porta diam, et fringilla sapien tortor non lorem. Nullam facilisis ullamcorper consequat.
IRIS ResourcingIRIS Resourcing brings you cost-effective, secure and reliable resources.
IRIS Resourcing brings you cost-effective, secure and reliable resources to resolve any talent gaps, extend your practice services and reduce costs whilst increasing profits and margins.
We provide support to businesses of all sizes for a range of services including year-end accounts preparation, iXBRL tagging, payroll processing, personal tax return preparation, bookkeeping and making tax digital (MTD).
Microsoft ExcelNam malesuada porttitor justo a elementum. Fusce aliquam euismod libero. Pellentesque et erat a ex gravida aliquam. Sed vitae aliquam magna. Proin convallis magna vitae augue suscipit pretium. Donec feugiat pulvinar nulla, at consequat mauris porta at. Vestibulum laoreet nisi at arcu molestie, vel iaculis justo ultricies. Morbi tincidunt enim eu elit ornare varius. Proin pellentesque, libero eu pellentesque tristique, justo ex finibus odio, gravida posuere nunc ipsum sit amet orci. Suspendisse tincidunt purus nec tortor iaculis, sed scelerisque purus eleifend. Sed accumsan porttitor iaculis. Cras aliquet quam at nibh efficitur, id malesuada odio viverra. Praesent gravida euismod tincidunt. Curabitur et venenatis erat. Curabitur porta, sem sed bibendum dapibus, libero lacus porta diam, et fringilla sapien tortor non lorem. Nullam facilisis ullamcorper consequat.
The dot HQThe dot HQ are trusted providers of skilled staff/resources, with over 20 years of experience of working with Top 100 UK accounting firms.
Our experts can automate and enhance your accountancy deliveries in the following functions:
With clients in UK, Ireland, Canada and the US, dots’ UK based team is available on hand to understand your requirements and to act as a conduit between you and your team in India.
The dot HQ is focused on tech driven accountancy outcomes. dots’ proprietary workflow management software dotKris helps you manage jobs, performance and customer relationships, thereby improving the services you deliver.
PODs- Professionals On Demand, are qualified and experienced accountants that we recruit, train to become an extension of your in-house team.
Your POD is the remote team member that works exclusively for you, on your systems and is in trained and certified in the MyWorkpapers software, so you can feel assured that when you have dot as an offshore partner, dot’s staff are trained and ready to be deployed on your systems.
How your PODs can help you grow your business.
Why set up your own offshore remote teams with dot?
Fill the skills gap – Offshoring your work to your own remote teams allows you to access our pool of talented resource that are highly skilled and trained in the latest software and technology.
Significant cost saving- Offshoring can help you with a sizeable cost reduction in the rates that dot offers for skilled resources compared to in-house employees.
Forbes Computer SystemsThis long-established innovator works with a wide range of accounting professionals to offer packages that make their lives easier.
Forbes taxation packages are developed by a team consisting of qualified software
developers and accountants.
The harmony of this multi-disciplinary team has resulted in some of the most technically advanced content packages on the market.
All of Forbes packages are simple, yet versatile to use, and are updated and improved regularly by listening to feedback from users.
This has resulted in taxation software that is quick to learn yet encompasses advanced technology such as Filing by Internet and XBRL.
Data entry and navigation have been designed to be flexible and user friendly, allowing data entry either directly onto the return or by means of data screens.
This flexibility allows both a high level of functionality and a very short learning curve, supported by helpful training.
Intuit QuickBooksYou'll have real-time access to your clients' data, ensuring that they have the information they need to make the right decisions and are compliant with the requirements of Making Tax Digital for Income Tax Self-Assessment and VAT.
In addition, QuickBooks provides comprehensive support for accountants, including free accounting and payroll software.
Training and exclusive discounts are also available to practices to help you maximise your efficiency and profitability.
Quickbooks can help you to:
Feel Supported
You can rely on Quickbooks for support, whether you need expert product assistance from real people, assisted onboarding for yourself and your clients, or free training.
Save Money
You can save money right from day one with QuickBooks’ subscription plans. Your own subscription will be free, and your clients' subscriptions will be discounted, resulting in real savings for everyone.
Build your Practice
Quickbooks are here to help take your practice to the next level by enabling you to be discovered by new clients and providing you with free marketing support to facilitate your growth.
Here to help
Quickbooks’ objective is to help you provide real value to your clients by creating simple, intelligent accounting software that offers the necessary support to meet your clients' needs.
Ready to take the next step with QuickBooks?
IrisMany firms use IRIS’s award-winning accounts software as a key partner to run their business – with 91 of the top 100 UK firms relying on its systems.
IRIS know one size doesn’t fit all and have software for accountants in businesses of every shape and size, no matter what your strategy or needs.
With more than 50 different solutions designed to help accountants live easier lives, and with a host of helpful integrations, IRIS is a leader within the profession.
Stress-free, time saving systems
IRIS’s straightforward accountancy software helps firms to make substantial time and efficiency savings.
Making compliance simple
IRIS has spent more than 40-years being first on compliance for UK accountants.
Start-to-finish support
Every aspect of your work and each stage of the client journey, from beginning to end, is covered by IRIS’ fully digital solutions.
Why accountants choose IRIS Software?
Productivity
Eliminate day-to-day chores and automate manual tasks to ensure you can get more done and spend more time with your clients.
Cost-effective
IRIS can demonstrate how the time and effort saved outweigh the subscription costs.
Connect with clients
IRIS transforms how accountants engage and connect with clients and prospects, to help them win and retain more work.
Office 365Nam malesuada porttitor justo a elementum. Fusce aliquam euismod libero. Pellentesque et erat a ex gravida aliquam. Sed vitae aliquam magna. Proin convallis magna vitae augue suscipit pretium. Donec feugiat pulvinar nulla, at consequat mauris porta at. Vestibulum laoreet nisi at arcu molestie, vel iaculis justo ultricies. Morbi tincidunt enim eu elit ornare varius. Proin pellentesque, libero eu pellentesque tristique, justo ex finibus odio, gravida posuere nunc ipsum sit amet orci. Suspendisse tincidunt purus nec tortor iaculis, sed scelerisque purus eleifend. Sed accumsan porttitor iaculis. Cras aliquet quam at nibh efficitur, id malesuada odio viverra. Praesent gravida euismod tincidunt. Curabitur et venenatis erat. Curabitur porta, sem sed bibendum dapibus, libero lacus porta diam, et fringilla sapien tortor non lorem. Nullam facilisis ullamcorper consequat.
SageSage provides an award-winning customisable platform offering human support and game-changing tools.
Its purpose? To make your life easier and your clients even happier.
Sage for Accountants helps you to:
With this one platform you can build the perfect space to manage practice and client work, all while staying compliant with the latest changes.
Sage can offer:
Solutions designed for you – Sage offers a range of systems that can be tailored to meet your practice’s requirements.
4-step practice success plan – Enjoy four hours of on-demand masterclasses to teach you how to overcome every practice challenge.
Tax – Benefit from three integrated tools that help you manage Final Accounts, Corporation Tax, and Personal Tax free for every client.
Sage Membership – Join Sage’s community and access free training, talks, and articles
Access to Sage Points – Start adding tools, earn Sage Points, and enjoy discounts.
XeroWith a wide range of beautiful solutions for professionals, Xero can revolutionise the way that you operate as a firm.
Xero helps you to…
Become more efficient
Working more effectively allows you to lower prices and attract more clients. Xero’s time saving software and business intelligence allows you to use your time more effectively to offer valuable insights.
Grow your revenue
Create time for more work and take back control of your practices workflow by accessing data on the go and implementing automation that helps you do more work, in less time.
Expand your practice
Greater efficiency frees up resources and creates the capacity to take your business wherever you want. Grow your clients, your team and your profit with Xero and its partner applications.
Get free software
Access client and practice management software that will transform the way you work and become a partner to get exclusive offers for your clients.
Automate and integrate
Over 1000 third-party apps connect with Xero to manage a wide range of tasks within your practice.
Centralise working
Xero puts all your tools and data in one place, to make information easier to access so you can guide de clients to make better business decisions.
Compliant
By being compliant with the latest accounting standards, tax legislation and audit rules, Xero can help you maintain compliance, including with the latest changes to Making Tax Digital.
MoneyPenny Live ChatHundreds of UK firms rely on Moneypenny’s call and live chat support to enhance their client journey and ensure every new enquiry is captured in the most cost-effective way possible. We do this by giving you your own receptionists, who are experienced in looking after communications for the accountancy sector, to manage calls and chats on an overflow or 24/7 fully outsourced basis. Superpowered by our proprietary technology and integrated with Microsoft Teams, they’ll deliver client conversations as confidently and knowledgeably as your in-house team.
Try Moneypenny FREE
See for yourself the benefits Moneypenny will bring to your firm, with a free 2-week trial of our Telephone Answering and Live Chat solutions. With no set-up costs or obligation to continue, there’s nothing to lose.