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Case study

Building an efficient but personal service with TaxCalc and Engager

How The Boss Partnership cut software costs by over 60% and moved to the cloud, without losing its personal touch.

Find out how

01 / Overview

Summary

Logan Khan, Managing Director of The Boss Partnership, didn’t take the conventional route into accountancy. After growing up running pubs and clubs, he decided at 25 it was time for a “proper job.” He studied accountancy and in 2005 founded The Boss Partnership, a firm built on straight talking, accessibility and client service. Today the 10-strong team runs on TaxCalc and Engager, with lower costs, full cloud access and a client experience that still feels personal.

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Results

  • over 60% annual software savings by moving to TaxCalc Engager

02 / THE CHALLENGE

Software problems hit a tipping point

For over a decade, the firm’s previous desktop software served it well. But by 2018 the cracks were showing. Development had slowed, there was no cloud option on the horizon and support standards had slipped.

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“It got clunky. There was no cloud coming and it felt that they weren’t moving quickly enough.”
Logan Khan - Owner and Founder - The BOSS Partnership
Previous software costs were climbing too, with £20,000 a year on software plus another £12,000 a year for separate hosting. Later, as the firm began taking on 10 to 25 new clients a month, manual practice management added further strain on the team.

03 / THE SOLUTION

Cloud access and a compelling cost case

Logan discovered TaxCalc at an Accountex event back in 2018, he had kept hearing strong recommendations for TaxCalc. “I was listening to what people were saying about TaxCalc and became convinced that this was exactly what I needed.” The financial case was clear: annual software costs would fall by over 60% and hosting costs would disappear entirely.

“I wanted everything in the cloud and I saw CloudConnect and that worked perfectly for us.”
Logan Khan - Owner and Founder - The BOSS Partnership
More recently, the firm has added Engager to automate onboarding and client communication, without becoming something it isn’t. “We never want to feel like a big corporate. Moving to Engager will allow us to maintain that.”

04 / IMPLEMENTATION

Efficient but never corporate

“The migration was completely smooth. No downtime at all.” After a single training day, the team was up and running. E-Sign is now central to the firm’s workflow, and SimpleStep means new starters can get up and running basically straight away. Adding Engager has brought the same efficiency to client communication.

“The automation of communication means that I can communicate on a personal level with all of our clients far more, and far more efficiently than we could ever do before.”
Logan Khan - Owner and Founder - The BOSS Partnership

With senior team members preparing to take over in the years ahead, TaxCalc and Engager give the firm the structure and continuity to make that a smooth handover. For Logan, the decision feels settled: “If you’re not using TaxCalc and Engager, you are missing out on the strongest and simplest tax and accounts solution in the UK.”

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