Accountancy firm finds new software adds value for clients

An Accounting Gem Suffolk

Inform Direct has revolutionised operations at Ipswich-based An Accounting Gem, who previously maintained records manually and filed directly at Companies House. Adopting the fully online, integrated company secretarial solution has streamlined the firm's procedures and provided easy control over important filing deadlines.

  • Streamlined procedures
  • Control over deadlines
  • Added value for clients

A chance discovery at an accountancy exhibition has led to an Ipswich-based firm streamlining its procedures for dealing with clients’ statutory filing to Companies House.

An Accounting Gem, which was established by Senior Partner Jeremy Buitenhuis in 2005, has a portfolio of 350 SMEs for which it provides a range of services including tax planning and advice, accounts, book-keeping and VAT.

Before discovering Inform Direct at the Accountex exhibition in early 2016, the team of five used manual systems to keep track of each individual client’s year-end deadlines.

Reassurance

Since purchasing Inform Direct’s cloud-based software, the firm has revolutionised its internal processes, saving time and money – and very importantly, with the reassurance that no important deadlines are being missed.

Jeremy says:

Six months on, we are appreciating just how fantastic this software is. Quite simply it’s taken all the stress and strain out of company law. With a little introductory training, we are all able to use it – and there’s telephone support from Inform Direct with a knowledgeable and friendly team if we need it.

Filing

Jeremy says:

As our practice has grown, we needed a system to help us keep track of what needed filing when, rather than relying on manual methods.

Another major plus has been the professional quality of the documents we produce for clients which are infinitely better than what we had before. They are also available at a keystroke which makes it easy for us to produce. I understand that this is a relatively new feature which allows a user to create the relevant board minute/resolution which can be automatically generated and pre-populated for every transaction we do. The documents are then stored in the online document library.

Straightforward

Jeremy says:

Getting started with Inform Direct was very straightforward. It’s easy to use and we didn’t have to go on lengthy training courses which are time-consuming and take us away from the day job. Any queries were quickly handled by the team who have been really good to deal with.

Six months on, we have integrated the software into our daily practice processes and haven’t looked back. From a business owner’s perspective, I am delighted that we chanced upon a system that has helped take our firm forward and give added value to our clients too.

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Seamless transition to new system for Essex accountancy firm

Devonports Essex

Essex-based Devonports quickly recognised that Inform Direct offered better features and more flexibility than their existing company secretarial software. The ease of switching, supported by a bulk upload of clients and the supportive Inform Direct team, was the icing on the cake.

  • Superior functionality
  • Professional support
  • Easy to switch

New legislation and the need to store additional information and access it quickly made it the right time for an accountancy firm to change its company secretarial software.

Devonports, which is based in Southend-on-Sea and employs 15 people, provides a range of accountancy services for its customers who operate across a range of sectors in the south east of England.

Legislation

The firm had previously used another software application to handle its clients with limited companies – but the introduction of the new Persons with Significant Control (PSC) registers and the need for greater integration with the practice’s other processes, led to them choosing Inform Direct.

Rachel Jones, Practice Manager for Devonports said:

From the moment we saw the system working and met members of the team at the Accountex exhibition, we knew it was the right solution for us as we were looking to streamline our existing in-house processes and have greater flexibility and functionality.

User friendly

To help Devonports switch to the new system, the Inform Direct support team carried out a bulk import of all the firm’s clients, ensuring that Rachel and her team were able to continue providing CoSec services without disruption.

On screen support, step-by-step guides and the intuitive user interface helped to ensure the team were quickly proficient with the new system.

Rachel continues:

Straightaway we found the Inform Direct system very user friendly and easy to navigate to access the information we needed and there was the back-up of a very knowledgeable and friendly team back at Inform Direct if we couldn’t resolve an issue ourselves.

Five people in our practice now use it and we hold information for more than 350 of our clients which are limited companies.

Reassurance

Rachel says:

We like the way it has integrated with our own processes and saves us valuable time, with the option to produce professional documents including minutes, resolutions, share certificates and dividend vouchers.

One of the key selling points for us, apart from the flexibility and functionality, was the reassurance that we are supported by the Inform Direct team who know the system inside out. If they are unable to answer a query there and then, they get back to us quickly with the solution.

Ian Hornsey, Managing Director of Devonports added:

We really haven’t looked back since we started using the Inform Direct platform. Finding it came at just the right time for us and we are very pleased to have it as a key tool within our practice.

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