Leaving inTouch

[WDNK]

Been with intouch for since 2014, however im now concerned with service levels. As intouch dont use freeagent, is there anyway i can migrate my data across to a new accountancy firm?

[northernladuk]

Been with intouch for since 2014, however im now concerned with service levels. As intouch dont use freeagent, is there anyway i can migrate my data across to a new accountancy firm?

Are you leaving mid year?

[MrButton]

Leaving inTouch

Interested to know what concerns you have over the service levels. Have you raised these concerns directly with them?

I’m with them and have not seen a decline in service levels.

[Neil@Intouch]

Been with intouch for since 2014, however im now concerned with service levels. As intouch dont use freeagent, is there anyway i can migrate my data across to a new accountancy firm?

We do have a practice dashboard with FreeAgent, so we can migrate you onto FreeAgent. This is an additional cost of £15 plus VAT per month, but we will pay for the subscription.

I would be happy to discuss this further with you, as to your concerns with the service levels and resolve this with you.

Please therefore call the office and ask for myself.

[MrWebDev]

... As intouch dont use freeagent, is there anyway i can migrate my data across to a new accountancy firm?

I believe there's a feature on the online portal where you can export all of your data (into a .csv?).

[Waldorf]

In Touch are now part of the huge Brookson group, there seems to be a trend of Accountancy firms being taken over by private equity and shortly afterwards their clients leave due to a drop in service.

[Neil@Intouch]

In Touch are now part of the huge Brookson group, there seems to be a trend of Accountancy firms being taken over by private equity and shortly afterwards their clients leave due to a drop in service.

Yes we have been taken over by the Brookson group, but everything is remaining exactly the same with Intouch i.e. the brand is still standalone. No price, staff, structural changes and hence the service level will not be any different.

[Waldorf]

Yes we have been taken over by the Brookson group, but everything is remaining exactly the same with Intouch i.e. the brand is still standalone. No price, staff, structural changes and hence the service level will not be any different.

It’s early days yet!

[Neil@Intouch]

It’s early days yet!

It certainly is, and unlike the other acquisitions they have made in the past, Intouch is being kept as a standalone brand, whereas others were merged on the date of acquisition, which speaks for itself.

[WDNK]

In Touch are now part of the huge Brookson group, there seems to be a trend of Accountancy firms being taken over by private equity and shortly afterwards their clients leave due to a drop in service.

<mod snip> was my accountant at intouch. I suspect you had someone more reliable.

List of issues include mis-calculating average director loan balance, thereby potentially created an unnecessarily personal liability. They supplied false information on the annual VAT scheme. There was a couple of other issues on how the financial statements were presented.