Software that fits the way you work
The right setup depends on your business, the records you keep and the work you need the software to support. We review what you already use, the information available and your reporting requirements before recommending a change.
Our partnerships with Xero, QuickBooks and FreeAgent allow us to discuss the available options alongside your bookkeeping, VAT, accounts and tax work.
Discounted subscription rates
We can often arrange discounted software subscription rates through our provider relationships. Availability depends on the provider, package, eligibility and current terms.
Before you subscribe, we confirm the price, any conditions or time limit, who will be billed and how the subscription relates to your agreed accountancy fees. Contact us for a quote based on your requirements.
Xero
Discuss an existing Xero organisation or whether Xero suits your business. We can review how the records, reconciliation and reporting will connect to the work you need from DJB.
About XeroQuickBooks
Tell us about your QuickBooks Online company, the records maintained and the areas needing attention. We can agree bookkeeping and review responsibilities alongside your accounts and tax work.
About QuickBooksFreeAgent
We can discuss your FreeAgent account, the way records are kept and the accountancy support required. We review the available information before agreeing the service and software arrangements.
About FreeAgentOther software and tools
We also work with accounting and document tools including Dext and IRIS. Tell us what you currently use so we can discuss access, records and any changes needed.
Review your bookkeeping routineWhat we can discuss with you
- Choosing a suitable package around your transactions, users and reporting needs.
- Setting up a clear bookkeeping routine and agreeing who maintains the records.
- Accountant access, opening balances and the records needed for a handover.
- Bank reconciliation, invoice records and balances needing review.
- How the software supports your agreed VAT and bookkeeping, company accounts or management reporting work.
We agree the scope and fees before work starts. Software features and subscription terms vary, so the proposal will distinguish the software arrangements from the professional services included.
Before an initial discussion
Tell us which software and package you use, whether the records are current, the services you need and any renewal date or deadline. Use the provider's accountant access process when access is agreed. Please keep passwords, bank details and confidential records out of the general enquiry form.
Do I need to change accounting software to work with DJB?
We start by reviewing your existing setup. A change is considered around your needs and the work required, rather than assumed at the outset.
Is a software discount guaranteed?
We can often arrange discounted rates, but availability and conditions depend on the provider, package and your circumstances. We confirm the actual price and terms before you subscribe.
Is the subscription included in the accountancy fee?
We make clear in the proposal whether software is included in the agreed fee or billed separately, and explain the charging arrangements before you commit.
Can you help if the records are behind?
Tell us the period involved, what is available and the work outstanding. We can review the position and agree the preparation, responsibilities and fees.
Discuss software and partner pricing
How we agree fees · Making Tax Digital support · Changing accountant