TaxCalc "does exactly what we need" – easy software switch leads to better client service

Karen Whitehead, Managing Director of Kew Accountants, knew it was time for a change. Their previous software, CCH Central Suite, had promised seamless integration but failed to deliver.

staff

CCH

CCH Central Suite was the previous software used

1k+

number of clients

Improved efficiency across the firm

Instead, CCH was cumbersome, inefficient and unreliable - so much so that the firm had resorted to spreadsheets to manage workflows. Worse still, it wasn’t cloud-based, meaning they were stuck maintaining an aging server.

The firm faced fee increases of 56% just for adding one employee - whilst at the same time having its licenses reduced in number.

“That was the final nail in the coffin,” Karen recalls. “We shouldn’t have been put on that pricing package to begin with.”

"The system is just easier to use, and client service has improved."

Karen Whitehead,
Managing Director

A smarter alternative

With TaxCalc, KEW Accountants found exactly what they needed - straightforward, transparent pricing and a platform that truly worked for their firm.

“The software does exactly what we need, and there’s no reliance on our server,” Karen explains. “The electronic signature system is much easier to use and track, and automatic reminders mean we no longer have to chase clients.”

The transition process was “really easy” and the firm adapted to TaxCalc quickly. The intuitive interface and training sessions made onboarding simple, and staff immediately appreciated how much easier the system was to navigate.

While some historical data had to be accessed separately, TaxCalc’s efficient workflows and client management tools meant the team could move forward seamlessly

Busy season boost with better workflow

Since switching, KEW Accountants has seen significant improvements in efficiency, workflow, and team morale.

“We can now rely on our workflow without having to use spreadsheets,” Karen notes. “The system is just easier to use, and client service has improved because the e-signing system automatically chases clients for us.”

The biggest impact

Without hesitation, Karen names TaxCalc’s e-Sign envelopes. “That’s been a game changer” she says. “But our ability to rely on the tax workflow - especially during the busy tax season - has been a godsend.”

The team is happier, too. “We were all so frustrated with the old software” Karen admits. “I truly believe that because they were trying to integrate absolutely everything into one package, they just made it too complicated and cumbersome.”

Emphatic contrast in customer service

For Karen, the difference between TaxCalc and larger providers is clear.

“The big accountancy software companies are pricing their products at levels that small practices just can’t afford. Their customer service is terrible because they’re too big and can’t react quickly enough when things go wrong.”

By contrast, TaxCalc’s customer service stands out.

“If we have a query, we get a response quickly. And when we’ve suggested improvements, we know they actually get passed to the development team.”

“We’d definitely recommend TaxCalc - go for it. You won’t regret it.”

Why UK accounting practices are switching to TaxCalc

Transparent prices

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

Quick and easy onboarding

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

Simple, compliant software

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

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.

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