Im So Glad I Chose Beebole
Use Cases and Deployment Scope
I am a UK Tax Consultant advising High Net Worth Clients many of whom I have acted for in excess of thirty years.
Since April 2020 I have operated via my own UK Limited Company which is the vehicle for providing these services.
As you can imagine trust is critical and having a time recording programme allows me to send a complete breakdown of time expended when I issue bills to my Clients.
Since April 2020 I have operated via my own UK Limited Company which is the vehicle for providing these services.
As you can imagine trust is critical and having a time recording programme allows me to send a complete breakdown of time expended when I issue bills to my Clients.
Pros
- It allows me to charge different rates for different tasks
- As a non-tech 65 year old I find the software easy top navigate and use with information provided in a format that suits me. I can set up different matters for the same Client. This is very useful given the nature of my work which ranges from simple compliance - preparing and submitting Returns to the tax authorities - to undertaking complex and lengthy planning execises - business sale, Inheritance Tax and succession planning etc.
- Beebole allows me to generate PDF copies of my timesheets that I email to Clients when I issue them a fee note
- I can check Work In Progress quickly and easily on a Client by Client and Matter by Matter basis
Cons
- As stgated earlier I charge different rates for diffgeerent sorts of tasks eg Tax Compliance £X per hour Tax Consultancy £Z per hour. These tasks are present in many different Clients but when I want to increase these charges there does not seem to be a quick and easy way to do it and instead the changes have to be made on a Client by Client basis.
Return on Investment
- Beebole is fantastic value from my perspective and it allows me to charge out my time in a completel;y transparent manner with my Fee Notes supported by detailed time records. This maintains Cleint trust and bills are settled promptly and without enquiries and delays.
Usability
Other Software Used
Sage Accounting, CCH Corporation Tax, CCH Central, Croner, Lexis Tax














