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  • 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.
  • Solutions
    • Tax & compliance
    • Accounts production
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    • Managing risk & regulation
    • Visibility, reporting & control
    • Making Tax Digital
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    • 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
    • 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
    • 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
    • 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
    • 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.
  • Solutions
    • Tax & compliance
    • Accounts production
    • Practice management & workflows
    • Managing risk & regulation
    • Visibility, reporting & control
    • Making Tax Digital
    Business size
    • Small accounting practices
    • Mid-size accounting firms
    • Large accounting firms
    • In-house accounting teams
    • Individuals, sole traders & self-employed
    Integrations
    • Integrations & partnerships
  • Resources
    • Events and webinars
    • Blogs and all resources
    • Case studies
    • What's new
    About
    • About TaxCalc
    • Careers
    • Compliance and security
    • Why switch to TaxCalc?
    • Get a quote
    • Pricing
    Support
    • Support
    • Knowledge base
    • Useful HMRC links
    • Contact us
    • Service status
  • 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.

Search by firm or case study title...

Showing 9 of 12 case studies

Resource thumbnail - Case study - SeavorChartered Accountants (video)
Case study

"It’s just really easy to use" -SeavorChartered Accountants

Practice size 11 - 30 Employees
Read the story →
Resource thumbnail - Case study - Effective Accounting (video)
Case study

"‘TaxCalc is the best possible solution out there"

Practice size 6 - 10 Employees
Switched from IRIS
Read the story →
Resource thumbnail - Case study - CCM Carter Collins & Meyer (video)
Case study

30-staff firm: TaxCalc’s quicker, cleaner, more predictable

Practice size 31+ Employees
Switched from IRIS
Read the story →
Resource thumbnail - Case study - LKA Chartered Accountants (video)
Case study

Firm expands with scalable software that "just works"

Practice size 11 - 30 Employees
Switched from IRIS
Read the story →
Resource thumbnail - Case study - Gorilla Accounting (video)
Case study

Gorilla Accounting

Practice size 31+ Employees
Switched from Digita
Read the story →
Resource thumbnail - Case study - VN Accountancy (video)
Case study

“It made our lives so much easier”

Practice size 2 - 5 Employees
Read the story →
Resource thumbnail - Rebecca Bennyworth & Co (video)
Case study

“It’s a dream! Why I love TaxCalc”

Practice size 2 - 5 Employees
Read the story →
Resource thumbnail - Case study - Valued Accountancy (video)
Case study

“The best software I used in my career.”

Practice size 11 - 30 Employees
Read the story →
Resource thumbnail - Case study - Ellis Atkins Chartered Accountants (written)
Case study

“The support and training has been excellent”

Practice size 11 - 30 Employees
Switched from IRIS
Read the story →
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