Using our integrated case management and our probate accounting system
has resulted in many of our customers
achieving a Gross Profit Margin in excess of 70%
And managers can see online
what is going on in their department at all times
“Isokon is the only product we have found that handles all aspects of modern trust and probate work properly.”
“Isokon’s accounting system is absolutely brilliant – upon receving Lexcel accreditation.”
“Isokon is the best system to help us with our management of large, valuable and complex estates.”
“Since implementing Isokon, our Probate and Trusts practice has become much more profitable. We are now a far more highly valued department within the firm.”
“Isokon offers not simply software but consultancy in the role of a business partner, with a valuable and informed perspective on our business.”
“With Isokon’s support, we are able to consider taking on business which we might otherwise have turned down.”
“There really is no competition. The Isokon software stands head and shoulders above any other software for this kind of work. It has had a positive impact on our productivity.”
“More effective Risk Management and keeping Indemnity Insurance premiums down are among the key benefits provided by Isokon’s workflow linked to the probate accounting module.”
“Isokon offers us a strong opportunity to review the way in which we charge our clients, to the benefit of the client, and at the same time enhancing our profitability – it’s a double whammy.”
Having looked at several software packages, it was clear that Isokon was by far the best software available as it provided the complete package of document production and an accounting system in a very user friendly and intuitive manner.
We have used Isokon for 9 years and it has revolutionised the way our probate department operates. We are now much more streamlined, efficient, competitive and profitable.
Tax forms, accounts, documents and letters are automated by the fee earner at the click of a button. You can see at a glance exactly where you are on a matter so things are less likely to be missed.
Isokon support is superb, they will answer any queries often within a few minutes and will add custom letters, reports and so forth upon request.
I cannot imagine how I managed before Isokon. I am a very happy customer.”
Elise Mason, Partner, Green Wright Chalton Annis (Arundel, Goring, Rustington, Steyning, Worthing)
We acquired Isokon to assist us with probate and trust work. It has revolutionised how we dealt with trusts. It has enabled us to build up a substantial Trust Department, which would never have been possible without it.
All the financial information relating to our trusts is permanently up to date and we do not have to delve through files to find out what the financial state of a trust is.
On the probate side it has enabled us to maintain up to date accounting records and is of great assistance in helping not to overlook assets or liabilities.
On the support side I have always been extremely pleased the way our requests for assistance have been dealt with.
There are various members of Isokon who help on support and all of them are most helpful.”
Ian Naylor, Partner, Bowcock & Pursaill (Leek and London)
“I am extremely happy with Isokon and don’t know how I accomplished the work properly before using Isokon. I can now undertake double the quantity of Probate work than was possible before adopting Isokon.”
Peter Cox, Partner, Boyce Hatton (Torquay)
As the manager of the probate department, I instigated the purchase of Isokon software to assist in the management of our estate and trust administrations following a conversation with a tutor on my STEP course.
We had been using software which, firstly, only provided probate administration and, secondly, was not very sophisticated in dealing with the various forms of tax. We wanted a system that we could also use for our trust administration and other private client work. We also had a requirement for software that could produce self assessment returns and was sophisticated in dealing with various types of investments, such as OEICs with accumulated income.
Isokon was able to provide all of this. Our expectations have been met and more. The system meets all our requirements for dealing with simple and complex estate and trust administration and continues to be developed.
If we note something that the system does not deal with, this is taken on board immediately and included in the program of development. Myself and my colleagues continue to be delighted with the support provided by the Isokon team on a daily basis. Whatever the query, we receive a response almost immediately.
One of the most pleasing aspects of Isokon is that the support team has remained unchanged in the five years since we first started using the product. Even though we have not met, it is comforting to receive a response, either by email or telephone, from people [with whom] we have formed a working relationship with over the years. Any private client department, small or large, would benefit from purchasing Isokon.”
Julie Bullough, Probate Manager, Coupe Bradbury, Lytham St Anne’s, Lancashire
“Isokon has revolutionised the way we deal with Probate matters. It’s easy to use operating system allows us to keep accounts, complete Inheritance Tax forms and draft Estate Accounts at the click of a button. We would be lost without it.”
Martyn Dixon, Solicitor, Harold Bell & Co, (Ewell, Surrey)
