Accounting software consultancy

Switch, set up and train your team with confidence.

Get expert help with installation, data migration, database merges and tailored training, so your practice can move to TaxCalc smoothly and start working with confidence sooner.

Speak to a migration expert

When consultancy helps

Hands-on help when the move matters.

TaxCalc works straight out of the box, but extra support can make a real difference when you are switching provider, cleaning a database, acquiring a practice or training a wider team.

Switching from another provider

Get guidance on extracting, cleaning and importing data from systems such as IRIS, CCH, Digita or another provider.

Cleaning up client data

Use the migration as a chance to review records, remove old clients and bring across only what your practice needs.

Merging databases

Bring records together after an acquisition or internal restructure without unnecessary duplication or avoidable data loss.

Reducing downtime

A coordinated migration plan helps reduce disruption, especially when your team cannot afford delays during busy periods.

Solutions that power your practice

The workflows behind a more controlled firm.

Each part of the solution solves a different operational problem. Together, they help your practice win work, onboard clients, manage deadlines, collect information, share documents and understand profitability.

Proposals and letters of engagement

Turn proposals and engagement letters into a professional, repeatable client experience instead of a manual admin task.

Build branded proposals quickly
Set scope and expectations from day one
Move accepted work into onboarding

Email and automated workflows

Stop relying on manual chasing. Automate reminders, follow-ups and job progression so work keeps moving in the background.

Set automated reminders and follow-ups
Trigger actions based on job activity
Free your team from repetitive chasing

Staff, task and deadline management

Replace guesswork, check-ins and spreadsheets with live visibility of who is doing what and when it is due.

See ownership and deadlines clearly
Balance workload across the team
Reduce last-minute pressure

File management and client portal

Give clients a secure place to send, receive and sign documents, without relying on long email threads or lost attachments.

Share files securely with clients
Request and track documents easily
Keep files and approvals together

Time, fees and billing

Keep time, work in progress and fees connected to the work being done, so billing becomes easier to manage.

Log time and WIP without extra tools
Reduce billing delays
Spot missed billable work

Client onboarding

Turn a new client win into a structured onboarding process, with the right forms, checks, documents and tasks triggered at the right time.

Collect information consistently
Connect AML, eSignatures and forms
Give new clients a smoother start

Get started

Get a tailored TaxCalc quote and switching consultation

Tell us about your practice and we’ll recommend the right setup, show you clear pricing and explain what switching could look like for your team.

We’ve helped thousands of firms move from:

Alternative to BrightTax & BrightManager

Understand your best-fit setup

We’ll recommend the right products based on your team, clients and current software.

Get clear, tailored pricing

Find out what TaxCalc could cost your practice.

Plan a safer switch

Understand migration, timelines and next steps before making a decision.

Get your tailored recommendation

Complete the form and one of our specialists will be in touch to recommend the best TaxCalc setup for your practice.

Takes around 2 minutes. No obligation. No hard sell.

Services tailored to your situation

TaxCalc's accounting software consultancy services includes one-off sessions, coordinated migrations, and everything in between.

Installation and configuration

Configure TaxCalc to match your workflows from day one, with expert help for practices with complex setups or specific compliance needs.

Data conversion

Move client data from your existing provider without the headache. We extract, format, and import your data, with a client review file for approval before the final migration.

Database merge

Merge two TaxCalc databases after an acquisition, bringing client records, tax returns, and accounts postings into a single primary database.

Training

Build your team's skills and confidence with free weekly group sessions covering core modules. Or book paid 1-2-1 remote training sessions, starting at £175 + VAT.

Better together

Consultancy that complements your software

TaxCalc works straight out of the box. But for practices switching providers or building team confidence, consultancy provides the expert guidance to get you there faster.

Frequently asked questions about TaxCalc's consultancy services

Find the right support for your practice.

Talk to TaxCalc about your setup, migration needs, training requirements and the best consultancy route for your team.

Speak to an expert Get a quote