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PKF Francis Clark are the largest independent firm of chartered accountants in the South West. Celebrating 100 years in practice in 2019, they have grown from one partner and an assistant to 54 partners and over 700 staff with seven offices in the region. Francis Clark joined PKF in 2016 to become part of an international network of independently-owned accountancy practices with a global presence in 150 countries.

Brief:

PKF Francis Clark have had a licence to practice probate work since 2016 and now administer a handful of estates at any one time. As the number of cases they manage is increasing they needed a system to support the continued growth of their probate services.

Clients Comments:

“As accountants, taking on probate work seemed a logical follow-on from the work we were doing for private clients already and our clients like the fact that their accountants can help them with probate at a time when they really need support.”

“Initially we did our probate work manually but we started to look for something that would help us with the preparation of Inheritance Tax accounts and estate accounts to support the estate administration.  Troika was ideal because it prepares the final accounts as well.”

“I have undergone both the face to face and online training which together work very well. The online training allowed each of us to log in and work through the modules using actual examples step by step.”

Troika comes across as very intuitive and easy to follow.  I have had only one query and that was dealt with quickly and accurately.  The customer support team are very responsive in that regard.”

“Automatic updates of financial data is very helpful. If you have prepared the IHT forms by hand and a figure needs changing, you have a lot more changes to make. With Troika, you go in make your changes and it automatically updates all the other figures so it will certainly save time and reduce the risk of manual errors.”

“I understand that Troika will soon be able to prepare the probate application forms and that will be extremely helpful.”

“It makes it so much easier to have a package that does everything for you and although we are in the early days following the roll-out I would certainly recommend it.”

Julie Curtis, Tax Manager – PKF Francis Clark