Compare your options
Compare software against
the work your practice does
A practical way to evaluate practice management software: start with your practice’s work, then compare how each option handles the important handoffs.
Make the comparison useful
Bring the same workflow
to each conversation.
Choose a representative client engagement and ask each provider to show it end to end. Record what is available, what needs setting up and what depends on another service. Use this checklist to structure the discussion.
| Area | Ask every provider | Explore with SecureWire |
|---|---|---|
| Client work | How do requests, documents, reviews and approvals stay together? | Follow one client engagement end to end, including the record left after each handoff. |
| Practice delivery | Can the team see responsibilities, deadlines and what is waiting on clients? | Review templates, recurring work, workload and overdue-work reporting. |
| The books | Is the ledger part of the same system, or a separate product to reconcile against? | Ask to see a bank transaction reach the ledger and the financial statements. |
| UK compliance | How are VAT, Income Tax and RTI records prepared for HMRC, and when can they be submitted? | Check that submissions are prepared from the same ledger, and who may prepare and who may submit. |
| Commercial visibility | Can you connect time, WIP and billing to the engagement? | Explore how recorded time becomes an invoice without re-keying. |
| Security & information | Which controls and contractual information does your practice require? | Review authentication, permissions, audit history, hosting and data-handling requirements. |
| Adoption | What must be set up, migrated and learned before launch? | Agree implementation scope, team training and the acceptance checks. |
Use this checklist to compare the workflows and controls your practice needs. Confirm functionality, costs and service terms directly for the setup your practice is considering.
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.