Building an efficient but personal service with TaxCalc and Engager

Logan Khan didn’t follow a conventional route into accountancy. After growing up running pubs and clubs, he decided at 25 that it was time for what he calls a “proper job.” He studied accountancy and in 2005 founded what would become The Boss Partnership, a firm built around straight talking, accessibility and client service. He has never looked back.

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staff 

IRIS

previous software
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Needed a more modern solution

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Major savings with a move to the cloud

Software problems hit a tipping point

When setting up in 2005, Logan carefully reviewed the market before choosing IRIS Desktop.

“I saw IRIS as the solution that would scale with me over the long term.”

For over a decade it served the firm well. But by 2018, the cracks were becoming obvious. Development had slowed, cloud capability was limited, and support standards had slipped.

“IRIS got clunky. There was no cloud coming and it felt that they weren’t moving quickly enough.”

At the same time, costs were mounting. The annual £20,000 software bill was compounded by an additional £12,000 per year for separate hosting.

It was time to rethink.

At Accountex in 2018, Logan started hearing strong recommendations about 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 compelling: the annual software cost would reduce by over 60%, and hosting costs would disappear entirely. But cost wasn’t the only driver.

“I wanted everything in the cloud and I saw CloudConnect and that worked perfectly for us.”

By this stage, The Boss Partnership had grown to 10 full-time staff. The transition needed to be seamless. It was.

“The migration was completely smooth. No downtime at all.”

The team adapted quickly.

“TaxCalc just slotted in. The team find it really simple to use. We had a training day at the start and it was just smooth running from there.”

 

 

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Simplicity, speed and confidence

TaxCalc’s usability has been a defining factor.

“I’ve got no complaints with TaxCalc at all. I just find it so easy to use.”

Features such as E-Sign have become integral to workflow.

“The E-Sign system is a great tool. We use that extensively.”

SimpleStep has also proved valuable for onboarding staff efficiently.

“SimpleStep is really useful for us — it means new staff can get up and running basically straight away.”

The combination of simplicity, cloud access and intuitive workflow has enabled the firm to continue growing without unnecessary complexity.

The Engager effect on practice management

For many years, practice management relied on manual systems. But as the firm began taking on between 10 and 25 new clients per month, the strain on administration became clear.

Logan and his team recently adopted Engager, TaxCalc’s practice management platform, to bring structure and automation to onboarding and communication but maintaining a strong personality.

“With Engager we’ll be able to onboard a lot more efficiently but without losing the personal touch.”

That balance is crucial. Logan has never wanted the firm to feel corporate or distant.

“We never want to feel like a big corporate. Moving to Engager will allow us to maintain that.”

The communication automation within Engager was a particularly strong fit.

“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.”

For a firm built on relationships, that matters.

 

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The long term vision

Logan has a clear succession plan, with senior team members preparing to take over in the years ahead. The right technology platform is central to that transition providing structure, scalability and continuity.

For him, 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.”

Why UK accounting practices are switching to TaxCalc

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Transparent prices

Predictable prices aligned to what you actually use. No hidden escalations, long contract lock-ins, or forced upgrades.

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Quick and easy onboarding

Dedicated migration and onboarding support, plus ongoing training, ensures transitioning from your current platform is fast and smooth.

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Simple, compliant software

Guided step-by-step workflows and a clear interface makes TaxCalc software simple to learn and use, while remaining compliant.

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Support from experts

Regular software improvements, plus reliable support from a UK-based team that you can reach by phone, email or in-product tickets.

Switch with confidence

Move to software that supports your team, improves efficiency and keeps costs under control. See how TaxCalc can help your firm.