Case study
From clunky to cost efficient, with a seamless transition
Clouders moved off the server and into the cloud, cutting software costs by 75%
01 / Overview
Executive Summary
Clouders is a 15-strong practice looking after 750 clients, led by Director Sam Bailey. Frustrated by expensive, server-based software and limited support, the firm switched to TaxCalc to underpin its growth in the cloud. The result is a 75% cost saving, faster updates and approvals, and a client signing process that often takes less than a minute.
EXECUTIVE SUMMARY
- 75% cost saving on software
- 750 clients moved across smoothly
- 45 mins update downtime, now a thing of the past
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Tax Return Production
Prepare and file personal, corporation and trust tax returns
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Accounts Production
Produce compliant statutory accounts and file to Companies House
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MTD Quarterly Filer
Keep clients MTD-compliant with easy quarterly submissions to HMRC
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VAT Filer
File client VAT returns to HMRC via MTD and Gateway
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CloudConnect
Access your practice data securely from anywhere with UK-hosted cloud storage
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AML Centre
Demonstrate firm-wide AML compliance and streamline client due diligence
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Companies House Forms
Complete and file statutory forms to Companies House online
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eSign Centre
Enjoy huge time savings on a traditionally slow and laborious process - chasing client approvals for accounts, tax returns and other key documents.
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02 / THE CHALLENGE
Costly, clunky and stuck on a server
Clouders’ previous software was server-based, and it was holding the firm back. It cost around four times the price of TaxCalc, yet the day-to-day experience didn’t reflect that price tag.
“Support was limited, and it was difficult to get hold of anyone when we needed help. The software itself felt clunky, and every function required opening a separate program.”
03 / THE SOLUTION
A welcoming first impression at Accountex
Looking for a more streamlined, cost-effective and cloud-based solution, Clouders explored the market and discovered TaxCalc at Accountex. “We had a quick demo at the event, then booked a full demonstration. We never looked back!”
“TaxCalc instantly seemed welcoming and helpful, with no pushy sales tactics.”
04 / IMPLEMENTATION
A smooth switch for 750 clients
Switching software can be daunting, especially for a firm managing 750 clients, but Clouders found the move well handled. “It was smooth overall,” Sam explains. “The TaxCalc team walked us through everything in detail, so we knew exactly what to expect.”
“eSign Centre is a game changer. Any client with an email address can sign documents instantly. It’s great when you send a document, and the client signs within a minute!”
Sam Bailey, Director - Clouders
The efficiency gains have been clear. Approvals are much quicker, paper usage is down, and updates that once took 45 minutes are now quick and seamless. For other firms, Sam’s advice is simple: “For any forward-thinking firms still using server-based software, switching to TaxCalc is a must. Book in a demo and see for yourself!”
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