Case study
Kudos Accountants enjoys a seamless transition to TaxCalc
How an 44-strong team serving over 1,000 clients swapped clunky software for a modern, user-friendly solution.
01 / Overview
Executive Summary
Kudos Accountants previously led by Directors Bradley Wilson and Cameron Dewey, have now grown to a team of 44 staff looking after over 1,000 clients with current Director Jonathan Tait. Frustrated by outdated software that wasn’t keeping pace, the firm switched to TaxCalc and has since saved time on accounts and tax returns, reduced software costs and made e-signing simple for clients.
EXECUTIVE SUMMARY
- 1,000+ clients now e-signing with ease
- Day one staff confident on TaxCalc
- Xero connected for faster postings
Products used
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Accounts Production
Produce compliant statutory accounts and file to Companies House
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Tax Return Production
Prepare and file personal, corporation and trust tax returns
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CloudConnect
Access your practice data securely from anywhere with UK-hosted cloud storage
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Company Incorporator
Set up limited companies and LLPs directly with Companies House
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VAT Filer
File client VAT returns to HMRC via MTD and Gateway
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AML Centre
Demonstrate firm-wide AML compliance and streamline client due diligence
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02 / THE CHALLENGE
From clunky to user friendly
With over 1,000 clients to look after, Kudos Accountants needed software that made day-to-day work easier. Instead, the team was paying a premium for a product that had stood still, with little sign of improvement on the way.
"The software we were using felt a bit clunky and old school. Despite the cost, there were no major updates, which made us start looking for a better solution."
03 / THE SOLUTION
Great reviews and competitive pricing
After researching the market, TaxCalc stood out. “We saw great reviews online, and the pricing was competitive,” says Bradley. “We made the switch, and overall, we couldn’t be happier with the product.”
"The API links to Xero and other bookkeeping platforms have made our accounts production process far more efficient. It has saved us a lot of time on accounts postings."
04 / IMPLEMENTATION
No fears about staff adoption
Switching software can be daunting, but for Kudos Accountants the move was seamless. “The process went really smoothly,” Bradley recalls.
"The user-friendly interface meant our staff got to grips with TaxCalc straight away. It was much easier than we expected."
The results have followed. “We’ve saved both staff time on producing accounts and tax returns, and we’ve also saved money on software costs. At a time when software costs seem to be constantly rising, TaxCalc has remained competitive.” For firms thinking about making the move, Bradley’s advice is simple: “I would certainly recommend TaxCalc to other firms if they were ever thinking of changing software. The ease of use, the competitive pricing, and the efficiency it brings make it a great choice.”
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