The multi award winning franchisor TaxAssist Accountants has appointed TaxCalc as its new software partner.


TaxCalc will provide TaxAssist’s 200+ franchised accountancy firms with a wide portfolio of products, including final accounts production, tax, practice management and company secretarial packages, running on its CloudConnect platform. Following an extensive pilot, a phased six-month migration of network members is now underway.

TaxCalc is a family-run business and the largest independently-owned software provider in its sector, with a 20% share of the tax and accounting market. The company has over 8,000 accountancy practices, plus more than 40,000 individual taxpayers, limited companies and partnerships as customers. Recently TaxCalc won three major Software Excellence awards for Best Tax Production, Best Accounts Production and Best Practice Suite.

TaxCalc CEO Tracy Ebdon-Poole said, “We’re absolutely delighted to partner with TaxAssist Accountants on one of the most exciting projects in our thirteen year history. Over the past months, we’ve worked closely with TaxAssist’s Head Office and a number of practices to trial our software. The experience has been incredibly productive and given us a chance to really understand one another. Commercially there’s a real product fit, but I’m also happy to say that on another level, we just seem to click, sharing similar values, an entrepreneurial spirit and an unswerving customer focus. I’d like to thank both sides for the commitment that’s resulted in this announcement. Now the hard work really starts!

With 208 full-service accountancy franchises, TaxAssist Accountants is the UK’s champion for small businesses. Group Operations Director, Sarah Robertson said, “We are delighted with the new partnership with TaxCalc for compliance software for our network. With 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. 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. The team at TaxCalc have been an absolute pleasure to work with, and their whole approach has been refreshingly collaborative. We look forward to a very productive partnership going forward.”

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