Digita Practice Management is a comprehensive solution designed to meet the continuing demands of the modern tax and accounting practice. It offers an array of time saving analysis tools developed with all the technical expertise and dedication that sets Digita apart. Digita Practice Management has been dynamically designed to enhance and complement any size practice.
Digita Practice Management Workflow diagram
Benefits of Digita Practice Management
- The only ICAEW accredited and Microsoft Windows 7 award winning software.
- Familiar Windows based interface for intuitive operation.
- Increased Efficiency: Client information all in one central location.
- Saves Time: A simple time entry system enables you to quickly assign
time and expenses directly to jobs.
- Increase Profit: Track and manage progress to ensure efficient use of staff time and skills.
Need to know more?
Interested in Digita Practice Management software? Why not book a product demo or download a brochure for more details.
Speak to one of our consultants on 01395 280 218, or feel free to ask a question.
Increased Efficiency
A central location for all contact and client information means a definitive client containing up-to-date information is always available throughout your Digita suite.
In Control
Interactive user dashboards provide up to the minute practice statistics to users, always ensuring important decisions are made with the latest information readily to hand.
Saves Time
A simple time entry system enables you to quickly assign time and expenses directly to jobs.
Increase Profit
Track and manage progress and workflow to ensure the most efficient use of staff time and skills.
Minimize Risk
With the advent of new regulations regarding money laundering and fraud, no practice can afford not to follow best practice. Digita Practice Management offers a simple method of managing risk and identity verification, allowing the practice to record an audit trail of steps taken, on a client by client basis.
Integration
Centralised Client Data
Time Sheet Posting
Job Tracking
Job Assignments
Task Reminders
Timesheet Reminders
Exception Reporting
Dashboard for High Level Visibility
Client Snapshot
Staff Snapshot
Automated and Manual Billing
Bill Analysis
Job Reporting
Client Reporting
Staff Reporting
Practice Reporting
KPI Analysis
Staff Management
There is a single Microsoft Windows log on with integrated Windows security. Staff members are created in Digita Contact Manager and matched to Windows users. Log on to Windows and no further user names or passwords are required. Full staff details are managed, including contact details, roles, tasks and rates.
Risk
With the advent of new regulations regarding money laundering and fraud, no practice can afford not to follow best practice. Digita Contact Manager offers a simple method of managing risk and identity verification, allowing the practice to record an audit trail of steps taken on a client by client basis.
Marketing
Digita Contact Manager has made marketing your ancillary services to your existing client base a breeze. Simply create your own criteria and add contacts to it. Manage and generate lists of Christmas card recipients, your IFA service clients or your insurance service clients. You could, for instance, easily send a letter or an email to all those clients who weren't taking advantage of those services.
General Requirements
Digita applications are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.
While our software may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve. We recommend business class computers, which generally offer higher levels of performance than home models when running business applications.
The following link provides access to the general requirements for the current versions of all of our applications. However, some products have more stringent and/or additional requirements beyond those documented. Be sure to read the Product-Specific Requirements or speak with one of our consultants for further information.
Digita_HardwareRecommendations.pdf