APS Tax and Practice Management Case Study

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Sothertons (Melbourne)

Peter Pryn - General Manager
Tel: +61 3 9820 6400
Email: ppryn@sothertonsmelbourne.com.au

Section One General

When did your firm implement its APS Advance Practice Management system?
We moved over to APS in November 2002.

How many users do you have?
We have approximately 35 users.

Which APS products have you taken out licences to use?
We currently use Tax and Practice Management.

Who was you previous supplier and how long were you using that supplier’s software for?
We were with Solution 6 for about six years prior to APS.

How did your firm arrive at the decision to become an APS client?
Our firm was having problems with our previous supplier for sometime and we knew that a change was needed. So we started looking into the market for alternatives. We reviewed several suppliers however when it came down to making a decision APS stood out.

Section The Relationships

Has APS been more than a software supplier to your firm? What has been the relationship formed between your firm and APS?
APS are our software supplier, but in saying that, there is so much more to our relationship. We have been largely dealing with the same people for the past six years which provides consistency and reliability for our firm. It is great that we can also bounce ideas of them as well. So I would definitely say APS are more than just a software supplier.

Would you recommend APS to another firm in the market?
Yes I would.

Section Three Product

Functionality

Looking at APS from a product perspective, what were the most important factors from a functionality point-of-view that were seen as critical to your business
Our firm needed a reliable product that wouldn’t crash. We also wanted a system that could provide the information our firm needed. In a broad sense, the products had to be practical and simple.

Future Development

What would you like to see APS add to its product set in its next releases of Advance that will assist your business?
We seem to be fairly happy with the new upcoming product releases. APS seem to one step ahead and therefore we haven’t had a need to go looking at the competitor products.

Section Four

Summing Up

Do you have any final words that sum up how you feel about APS, its team and its software?
APS provides a solid product that has been well developed and aligns with the needs of our firm. This is what sets APS apart from the others. APS are always trying to continuously improve

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APS - Advanced Professional Solutions specialises in solutions for professional service firms that include practice management, business intelligence, CRM, business process automation, document and email management. For professional accountants these solutions also include tax and accounts production.