SJD book keeping portal

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northernladuk replied

18 July 2019, 08:34
Originally posted by Maslins View Post

Do you know whether "the portal" is their own bespoke one created in-house? Or is it FreeAgent (possibly with some white labelled branding)? If you're unsure, can you post a screenshot here...perhaps just of the base settings page or something so no sensitive data shared.

If you're using FreeAgent, switching will be a doddle. If you're using their own bespoke portal, it will be more effort, as you'll realistically need to re-do a fair chunk of your bookkeeping data too.

It's an in house one.
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Patrick@Intouch replied

18 July 2019, 08:21
It should be relatively painless to switch to a new provider and a proactive approach would be to work with both you and your outbound accountant to collect all relevant data. Some providers will also offer to catch up with any remedial / outstanding work without charge
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Maslins replied

18 July 2019, 08:05
Originally posted by MasterBait View Post

I moved from their spreadsheet to the portal 2 years ago.

Do you know whether "the portal" is their own bespoke one created in-house? Or is it FreeAgent (possibly with some white labelled branding)? If you're unsure, can you post a screenshot here...perhaps just of the base settings page or something so no sensitive data shared.

If you're using FreeAgent, switching will be a doddle. If you're using their own bespoke portal, it will be more effort, as you'll realistically need to re-do a fair chunk of your bookkeeping data too.
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northernladuk replied

17 July 2019, 18:43
Should be much less painful that sticking with one that isn't working for you.

I haven't used their portal but getting your data out shouldn't be a problem and getting it in to FA less so. Have a chat to FA accountants about how they'd import it when you chatting with them.

Lots of advice in these threads including watching out for exit payments. It's not always just a matter of ending your monthly payments as it's more structure around monthly payments of a year fees so might cost a bit more than you expect.

change accountant mid year forums.contractoruk.com - Google Search
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MasterBait started a topic SJD book keeping portal

17 July 2019, 18:39
SJD book keeping portal

Much has been written here about SJD the constant changing of accountants (just had my 3d one in a year).
I moved from their spreadsheet to the portal 2 years ago. It looks like they keep messing things up in their portal. Company year ends, Salary slips, VAT returns.
You ask them to fix it and suddenly there is something else wrong. Fed up now. How easy is it to change mid company year to another accountant?
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