Frost reaps rewards from major speed and efficiency upgrade

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Firm Name: Frost Chartered Accountants
Location: Devon
Practice Size: 28 
Staff

Our completion time for tax returns is so much quicker. It's such a huge step forward from our previous system."

We were drawn to its simplicity, value for money, and the fact it was scalable if we wanted to expand.

Ryan Lewis, Director, Frost Accountants

Benefits of the switch

Switching to TaxCalc

Measureable improvements

Getting started

Faster and increased consistency

One of the key features of TaxCalc that Ryan highlights is Simple Step – our unique tool which offers a guiding hand to users to help them through the whole tax return.

Ryan says: “The Simple Step layout in accounts production and tax production is fantastic. It allows new staff to quickly get up to speed with an unfamiliar system, minimising the settling in period and allowing them to feel at home with the firm quicker.

“It also leads to increased consistency of output as the input follows in a much more logical format. This approach makes it less likely for something to get missed too because you work through all sections of the return.”

A more efficient and empowered team

Accountants often feel reluctant to switch tax and accounting software due to the perception it will disrupt their work and cause them to lose time.

Ryan says that, although switching does bring challenges, the benefits outweigh the disbenefits.

“Switching is a pain because you have to weed out all of the inconsistencies in your current system,” he says.

“However, the time investment up front was more than paid back through efficiencies gained from using a more straightforward and quicker system.”

Making the transition

Asked how likely he is to recommend TaxCalc, Ryan gives a rating of 9/10.

He says: “It's not perfect (nothing is!) but it's such a huge step forward from our previous system and our team couldn't imagine not using it.”

The verdict

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Key features that stand out

Previous Software: 
Digita, IRIS, BTC

  • What If? Planner – For forecasting tax liabilities and giving clients better advice. 
  • Check and Finish – Provides a simple way to locate and fix discrepancies before finalising returns. 
  • Global address lookup – Speeds up data entry with smart address selection. 
  • Multiple client tabs – Particularly helpful for comparisons or cross-referencing Self Assessment cases. 
  • Automatic path saving & built-in calculator – Small features, big impact. 

A recommendation to other firms

On top of the major boost to efficiency, Ryan also listed these benefits:

•Faster outputs
•Lower costs
•Less training
•More intuitive
•Faster Accounts Production  

The Simple Step layout in accounts production and tax production is fantastic. It allows new staff to quickly get up to speed."

I love the way it looks. It’s simple, clear, and does exactly what we need it to do.

Customer stories / Frost Chartered Accountants

Ryan highlights the greater speed of completing core work as a major advantage of moving to TaxCalc.

He says: “Our completion time for tax returns is so much quicker. Where we used to send the majority of documents by post, there would be an inevitable delay between sending out returns for a signature and them being returned.

“Now we use eSign for a significant majority of our clients and the sign off time is frequently within the hour! 

Clients are happier because their returns are completed securely and quickly and staff are happy because it's one person fewer to chase!”

Frost Chartered Accountants was motivated to switch software by a desire to “unify operations”, having been using solutions from three separate providers previously.

Asked about the biggest benefits the firm has enjoyed from the switch, Director Ryan Lewis said his firm became “25% to 50% more efficient”.

Unifying systems and boosting efficiency