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Reducing cost pressure and improving efficiency with TaxCalc

As WHR Accountants continued to grow, it became clear that its existing compliance software was no longer delivering the value it once had.
Case study logo–WHR

30+

staff

IRIS

previous provider

10

10/10 on likelihood to recommend TaxCalc
Group-Refresh

Improved efficiency across the firm

The challenge

Rising costs and a lack of meaningful product development prompted the firm to reassess whether its current systems were keeping pace with the needs of a modern, mid-sized practice.

The firm was looking for a solution that would:

•Improve efficiency across tax and accounts work

•Reduce day-to-day operational strain on staff

•Offer better long-term value for money

"Switching to TaxCalc has been a huge benefit and I wish we had done it sooner."

Christine Potts, Director

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Why move to TaxCalc?

TaxCalc stood out as a platform designed with real-world accounting workflows in mind, Andrew Gilpin, Director, said.

WHR saw an opportunity to move to a system that focused on productivity and usability, rather than complexity for its own sake.

Andrew said the biggest initial attractions were:

  • Faster outputs, helping teams work more efficiently

  • Reduced stress around compliance processes

  • A product roadmap that demonstrated ongoing development

  • Implementation & onboarding


The transition to TaxCalc was described as very smooth, with minimal disruption to the firm. Data migration and training were handled efficiently, allowing staff to adapt quickly and maintain productivity throughout the changeover.

The impact of TaxCalc

Since moving to TaxCalc, WHR Accountants' team said they have seen clear benefits across the firm:

  • Improved efficiency, with faster turnaround on compliance work

  • Positive team response, with staff adapting well to the new system

  • A more streamlined experience that supports consistency and confidence

Advice to other accountants

WHR Accountants says TaxCalc has given it a compliance platform that better supports both its people and growth ambitions.

Likelihood to recommend TaxCalc: 10/10 

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.

Get a quote Take a trial