FreeAgent vs. Wolters Kluwer Vero

For micro and small business it is a great solution. The new requirements for MTD for landlords could also be met with this software. Groups and more complex businesses could not use the accounts and tax returns features, however they still could use it for bookkeeping and then export the data to other tax and accounts production software.

For everyday bookkeeping and tax keeping, it is well suited and very easy to customize to your personal needs. I really enjoyed the AP functions, some of which I had not had the pleasure to use in other ERPs, like keeping track of payments and as well as being able to create both automatically and manually, payment services.

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• Accounting! As you'd expect. Makes it much simpler andmore cost effective. In-coming and out-goings are recorded and assigned to projects and accounts. My accountant can access my books and reconcile so much more easily than trawling through spreadsheets.
• Time billing - time spent on projects/client work is recorded and is ready to be invoiced as required. Saves so much time and prevents inaccuracies.
• Invoicing - again, it should do this well and it does. Non payment reminders are automatic and clients have no excuses for not knowing the status of their account.
• Account dashboard - gives me an instant overview of the health of the business (am I on track to meet my yearly targets) and my accounts.

• Tax Book Maintenance
• Easy, automated accounting processes
• Ability to toggle between several key areas within the company

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• Reporting on financials, time tracking and project status is a little poor. It's adequate for what what we need, but would be great to see more advanced features.
• API is quite closed so cannot integrate with our other project management tools.

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• Provide with the option to create a manual backup.
• Improve overall help center.
• Provide an online chat service for clients.

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We have used Freeagent for many years now and it serves us well for our needs. To change it would mean a lot of work, and this would most likely only happen if the cost became prohibitive to us.

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It is a great software that does everything we need for small business clients. It allows to keep the books in a cloud from bookkeeping to accounts production and tax returns, all in one software. There are no major drawbacks and I would highly recommend it for most of our clients.

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Based in a cloud and never had any issues with down time. I can access from any device

I have never personally used support

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Did not participate

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I have used and tested out many other systems. I was looking at Xero for my accounting system but at the time I chose FreeAgent because of the way it handles the recording of dividends and the inbuilt time recording. The others I trialed were good and many of them cheaper. FreeAgent best suited my requirements at the time.

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Wolters Kluwer is definitely more user-friendly however, it does not have the option to work on the cloud (at least in my case) and cannot handle vast volumes of data as well as Sage Intacct.

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• Professional and uniform offering providing great confident customer service. My clients love it, whether they use it a little or a lot. It's a great piece of software - while sophisticated, it's straightforward to use.
• Time saving and efficient use of my team's time. Being able to easily share and compare work / tasks.