Case Studies | Real Stories of Firms Switching to TaxCalc

Tax and Accounts
Tax Return Production Prepare and file personal, corporation, and trust tax returns. Accounts Production Produce compliant statutory accounts and file to Companies House. MTD Quarterly Filer Keep clients MTD-compliant with easy quarterly submissions to HMRC. VAT Filer File client VAT returns to HMRC via MTD and Gateway.

Add-Ons
WhatIF Planner Model future tax liabilities without affecting live return data. Dividend Database Auto-populate dividend entries to speed up tax return completion. Encrypted PDF Export client tax documents as password-protected PDF files. Batch Filer Queue approved returns and file multiple submissions in bulk.

Explore Tax and Accounts

Explore Tax and Accounts

Engager
Sales & Onboarding Track deals and convert prospects into clients seamlessly. Proposals & Letters of Engagement Create branded proposals and compliant engagement letters in minutes. Email & Automated Workflows Automate client chasing, reminders, and practice communications. Staff, Task & Deadline Management Assign work, track progress, and stay on top of deadlines. File Management & Client Portal Share documents securely through a branded client portal.

Other Products
Classic Practice Management Workflow, time tracking, and reporting from TaxCalc's original suite. eSign Centre Get documents signed faster and track approvals in real time.

Discover Engager Explore Practice Management

Discover Engager Explore Practice Management

Practice Compliance
AML Centre Demonstrate firm-wide AML compliance and streamline client due diligence. Biometric ID Checks Confirm client identity remotely using facial recognition and photo ID matching. AML Identity Checking Service Verify client identities against trusted sources via Equifax. GDPR Centre Document data protection policies and manage compliance obligations.

Explore AML and Practice Compliance

Explore AML and Practice Compliance

Company Secretarial
Company Incorporator Set up limited companies and LLPs directly with Companies House. Companies House Forms Complete and file statutory forms to Companies House online.

Explore Company Secretarial

Explore Company Secretarial

CloudConnect
CloudConnect Access your practice data securely from anywhere with UK-hosted cloud storage.

Products for Individuals
Personal Tax Returns File your individual Self Assessment tax return with ease. Limited Company Tax Returns Prepare and file limited company accounts and CT600 returns. Trust Tax Returns Complete and submit trust tax returns quickly and accurately. MTD Quarterly Filer for Business (Individual) Stay MTD-compliant with simple quarterly submissions to HMRC. Partnership Tax Returns Prepare and file partnership tax returns and accounts. VAT Filer for Business File your business VAT returns to HMRC in just a few clicks.
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Solutions
Business size
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- Integrations & partnerships
Resources
About
Support
Case Studies
Pricing

Get a quote Login

Case studies

Real stories from practices that switched to TaxCalc

See how firms of different sizes use TaxCalc to work faster, reduce admin and move away from older software.

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Search by firm or case study title...

Practice size Switched from

Showing 3 of 12 case studies

Resource thumbnail - Case study - Advoco (video)

“We got more returns done, and faster” -Advoco

Practice size 11 - 30 Employees

Switched from IRIS

Read the story →

Resource thumbnail - Case study - Goringe (video)

“We love TaxCalc. It's really easy to use.”

Practice size 11 - 30 Employees

Switched from CCH

Read the story →

Resource thumbnail - Case study - Panthera Accounting (video)

“When the unthinkable happened, TaxCalc was our saviour”

Practice size 11 - 30 Employees

Read the story →

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