Allchurch & Co had no intention to switch - until they saw TaxCalc in action

“We had no intention of changing software at that point,” Ellie recalls. “But then we saw a presentation by an accountant who used TaxCalc in their practice, and it just clicked.

Switching software had been something at the back of our minds. Now was the time to do it. So, then we had a demo from the TaxCalc team, which was really useful, and that sealed the deal.” 

What were the aspects of the software that persuaded them to go ahead?

“It’s more user-friendly and intuitive. You can click around and easily see how things work. The integration between modules gives us peace of mind that everything is talking to each other.”

The sisters were so convinced by what they’d seen, they didn’t feel the need explore other providers. “We read reviews after the demo and were happy to make the move. It was a big decision for a small practice, but we felt supported throughout.”

Favourite features

Several features stand out for the team, Ellie says, explaining a little about each one:

• Check and Finish: “We all use Check and Finish. It’s a really helpful tool for self-review before formal review. It highlights any technical issues in the accounts.”

• SimpleStep: “It’s really methodical and guides you through the process. It helps structure your thinking.”

• What-If Planner: “A really good tool, especially for explaining payments on account, especially in personal tax. It’s great for client meetings, setting out scenarios, like planning dividend levels. It’s a nice, simple tool to work through with them.”

“Change is always daunting, but I feel we were really supported by TaxCalc through the change. There’s lots of advice, support helplines, and online guidance. So, overall, switching software is nowhere near as bad as you think.”