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TaxAssist partners with TaxCalc

25th Apr 2018
Practice Editor AccountingWEB
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TaxAssist and TaxCalc

After a year-long research project, TaxAssist has picked TaxCalc as the best software for its network.

The TaxAssist partnership adds a further 208 accountancy franchises on to the 8000 accountancy practices that are already TaxCalc customers.

The partnership is the result of an extensive pilot carried out by a number of TaxAssist practices. The aim of the research project was for the accountancy network to ascertain which software was the best fit for its franchises.  

“Over the past months, we’ve worked closely with TaxAssist’s head office and a number of practices to trial our software,” said TaxCalc’s owner and CEO Tracy Ebdon-Poole. “The experience has been incredibly productive and given us a chance to really understand one another.”

From here the next stage is for TaxAssist to launch a phased migration of its network members to TaxCalc.

Sarah Robertson, group operations director at TaxAssist Accountants, said the new partnership was forged in response to the increasing challenges facing the accounting industry. “We needed to ensure that the key software our franchisees use provides the efficiencies of modern software by streamlining processes and reducing duplication,” she said.

“It was also key for us that all software should be easy to use and the provider should be quick to adapt to changes in the industry. I’m pleased to say that TaxCalc passed this challenge with ease.”

As Making Tax Digital (MTD) for VAT becomes mandatory on 1 April 2019, this partnership now equips TaxAssist franchisees with access to TaxCalc’s full portfolio of products, including final accounts production, tax, practice management and Company Secretarial packages, running on its CloudConnect platform.

Before being appointed as TaxAssist's new software partner, the research project gave both parties an opportunity to work together, something that Ebdon-Poole noted as being useful in understanding one another, and realising the product fit.

“We just seem to click, sharing similar values, an entrepreneurial spirit and an unswerving customer focus,” she added.

Being endorsed by customers is not a new story for TaxCalc, after the software company pulled a hatrick of victories at last October’s user-voted Software Excellence Awards. On the night, TaxCalc bagged awards in tax and practice suite, Accounts production and was in a dead heat with BTCSoftware in the tax award.

Steve Checkley, TaxCalc’s director, noted on the evening how the customer feedback made him “very emotional”.

 You can read the full press release on TaxCalc’s Industry insights page


Replies (3)

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By ireallyshouldknowthisbut
26th Apr 2018 16:19

Sorry wrong place

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By FirstTab
27th Apr 2018 07:28

Congratulations TaxCalc.

I hope the additional revenues will mean TaxCalc devoting resources to developing the current very basic Practice Management module.

How will TaxAssist address PM with TaxCalc? I know they currently use CCH integrated software.

We use TaxCalc, apart from the PM, it is very good.

Thanks (1)
By AnnAccountant
27th Apr 2018 10:48

Additional modules for Etsy sellers and dog walkers coming soon!

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