The Digita Practice Assurance Manual on CD
10% discount for SWAT UK Full Members
SWAT UK has joined forces with Digita from the Tax and Accounting business of Thomson Reuters to produce the Digita Practice Assurance Manual. This is an annual subscription product.
- 2 updates a year*
- 2 FREE email newsletters each year
- Over 200 ready-to-use templates
The Digita Practice Assurance Manual gives you access to a library of letters, templates, checklists and forms that link seamlessly with your clients’ data in the Digita Practice Management software.
This means you can create client documents in seconds, such as:
- Engagement letters
- Know Your Client forms
- Letters requesting accounting records
- Client accounts and tax approval letters
- Completion checklists
Plus, each of these templates will link with the client information in your Digita Practice Management software, meaning each template will come pre-populated with client information such as:
- Client contact details
- Client code
- Client year end data
- Practice contact information
- Letter signatories
- And more
As well as saving a huge amount of administrative time, this can also help to reduce the risk of errors, since all your client information is coming directly from your Digita central database.
Where further tailoring decisions are required, these are highlighted for your attention, making it quick and easy to produce an accurate and appropriate document.
Plus, when you create a new document, the software will automatically save a copy for you, so all your correspondence is automatically archived.
Create pre-populated documents in a few simple steps
With the Digita Practice Assurance Manual you can create client documents in a few simple steps.
Press the ‘play’ arrow below to start a quick video demonstration of how easy it is to populate forms and letters with information you already have in Digita Practice Management.
Over 200 ready-to-use templates
The Digita Practice Assurance Manual gives you over 200 ready-to-use templates covering:
- Engagement letters
- 2007 Money Laundering Regulations
- Office procedures
- Accounts preparation
- Audit exempt companies
- Management accounts
- Personal tax
- Corporation tax
- Client money regulations
- And much more!
Subscribing to the Digita Practice Assurance Manual
Please note – You will need the “Digita Forms and Letters” module installed in your Digita suite, in order for the Digita Practice Assurance Manual to function correctly. If you don’t yet have this module installed, please contact Digita by calling 01395 270 311 or emailing firstname.lastname@example.org to upgrade your subscription.
This manual is an annual subscription. Your subscription includes two updates a year, although depending on the month in which you join, you may only receive one update in your first year and then two updates thereafter.
Purchasers of the Digita Practice Assurance Manual will automatically be added to our subscription service. This will ensure you always have access to the latest and most up to date manual. By joining the subscription programme, you’ll automatically receive the next update of the manual as soon as it is updated, and every time thereafter, for as long as your subscription is valid. Having ordered a copy of the manual, we will issue your firm with an invoice for the following year’s subscription in 12 months’ time. You may cancel your subscription upon renewal. If you receive an update and wish to return it, as long as you do so within 30 days and do not break the security seal, a credit note will be issued. As we develop the subscription service, we will aim to issue you with updates as they happen, meaning you'll keep your finger on the pulse of quality control updates.
Please note: SWATUK does not support Office 2000 or older products
Security Seals on CD Products
All of our CD products have a security seal attached to them. By breaking the seal, you are agreeing to our terms and conditions of sale. You can return your purchase to us in its original condition within 30 days of the date you received the item with its security seal intact and we will issue a full refund for the price you paid for the item. We can only accept the return of opened items (where the security seal has been broken) if they are faulty.