SimpleStep, TaxCalc’s guided alternative to the traditional HMRC return format, is central to that speed. It carries forward what was filed the previous year, walks preparers through each section, and flags anything missing before submission.
Combined with TaxCalc’s auto-tagging on corporation tax returns, and default trial balance import maps for each client via Xero, the effect compounds across every job Elevate’s team touches, turning what used to be an hour of admin into minutes.
A Team That Never Needed Convincing
"They just says it’s a dream compared to what they're used to."
None of Elevate’s eight-strong Wrexham team had used TaxCalc before joining the firm. Liam, who once spent a full week training new starters on legacy systems now gets a team member fully productive in a couple of hours.
That includes a new hire who joined the firm a few months ago and whose reaction, in Liam’s words, needed no further explanation.
What’s Next: Closing the Loop with Engager
"I think Engager just saves so much time inputting into our CRM and that flowing back through to TaxCalc."
Elevate currently connects its CRM to TaxCalc via Zapier, a workaround Liam describes as clunky. With Engager, TaxCalc’s practice management platform, now on his radar for this year, he’s expecting a two-way flow of client data that removes a real bottleneck for his admin team.
The Bottom Line
"If we can get compliance software that speeds the compliance side up, why wouldn’t you use it?"
Liam’s advice to any firm still weighing up a switch is simple: talk to someone who already uses it. “Have a demo of it, ask any accountant that uses it what they think,” he says. “I just find it so easy.”
