Managing 60 clients with varying VAT deadlines and payment plans is no small feat. That’s why Lara from LJM Bookkeeping turned to OpenTax to streamline her processes and gain full visibility into her clients’ tax obligations.
Lara is an ICB-qualified bookkeeper with nearly 15 years of experience managing bookkeeping for service-based limited companies. With about 60 clients, her focus lies in providing virtual, outsourced office services like VAT returns, payments, and reconciliation. Lara’s main goal is to ensure her clients meet their HMRC obligations efficiently and effectively.
Managing multiple clients comes with its challenges, especially when it comes to staying on top of VAT returns and HMRC payments. Lara shared:
“I use Xero predominantly, but it doesn’t tell me how much clients owe, whether they have payment plans, or if they’ve incurred fines. The lack of visibility made managing these accounts unnecessarily complicated.”
On top of this, Lara faced issues like:
She knew there had to be a better way to streamline her workflows and regain control.
Lara discovered OpenTax while searching for a tool to give her better oversight of her clients’ tax accounts. Here’s how OpenTax transformed her bookkeeping practice:
With OpenTax, Lara could connect her agent account and pull in all client data into one place:
“Having the ability to connect my agent account to OpenTax was really good. I could pull in all clients, see deadlines, and focus on chasing the right clients.”
OpenTax eliminated the need to log in to multiple HMRC accounts or dig through Xero:
“The time saved from not worrying about what’s going on and chasing clients has been incredible. Now, I know exactly what’s happening with every client at a glance.”
Managing deadlines for 60 clients can be overwhelming, but OpenTax alleviated much of the stress:
“The stress of knowing everything’s done and visible is a huge relief. It gives me confidence and saves energy.”
Lara highlighted the pivotal role OpenTax plays for practices of all sizes:
“Once you have more than five or ten clients, OpenTax becomes essential. It takes the stress and headache away, providing a central hub for all tax-related information. Even if HMRC improves its systems, OpenTax adds value beyond what HMRC currently offers.”
For practitioners managing VAT returns, dealing with payment plans, or simply wanting peace of mind, OpenTax offers unmatched value.
For bookkeepers like Lara, who manage numerous clients with diverse needs, OpenTax has become an indispensable tool:
“OpenTax ensures I have full visibility into my clients’ tax accounts without relying on them or HMRC’s cumbersome systems. It’s a game-changer for anyone juggling multiple tax deadlines.”
If you’re ready to streamline your tax workflows and focus on what you do best, discover how OpenTax can make a difference in your practice.
