List of TaxCalc Practice Manager Customers
Wokingham, RG41 2GY,
United Kingdom
Since 2010, our global team of researchers has been studying TaxCalc Practice Manager customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased TaxCalc Practice Manager for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using TaxCalc Practice Manager for Tax Management include: Rebecca Benneyworth & Co. UK, a United Kingdom based Professional Services organisation with 10 employees and revenues of $1.0 million, VN Accountancy UK, a United Kingdom based Professional Services organisation with 10 employees and revenues of $1.0 million, LKA Chartered Accountants UK, a United Kingdom based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using TaxCalc Practice Manager, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The TaxCalc Practice Manager customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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LKA Chartered Accountants UK | Professional Services | 10 | $1M | United Kingdom | Taxcalc | TaxCalc Practice Manager | Tax Management | 2023 | n/a |
In 2023, LKA Chartered Accountants UK implemented TaxCalc Practice Manager as its core Tax Management application. The rollout targeted the firm’s UK practice and a ten person team, focusing on consolidating tax preparation and practice administration into a single vendor platform. The project scope emphasized practice-level consolidation of client records, job tracking and task orchestration across engagements.
The implementation leveraged TaxCalc Practice Manager modules including Practice Manager, WorkFlow and Tax Return Production to establish repeatable production pipelines. Configuration work centered on checklist driven workflows, document management and automated task assignment to support sequential tax return preparation and internal review stages. These capabilities were embedded into day to day practice processes to reduce manual handoffs and centralize case status visibility.
Governance changes introduced role based access controls, standardized engagement templates and formalized review checkpoints to align staff responsibilities with system workflows. LKA reported an easy transition and described the software as intuitive, indicating rapid adoption across tax preparation and practice management functions. The deployment positioned TaxCalc Practice Manager as the operational hub for the firm’s Tax Management and practice administration activities.
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Rebecca Benneyworth & Co. UK | Professional Services | 10 | $1M | United Kingdom | Taxcalc | TaxCalc Practice Manager | Tax Management | 2023 | n/a |
In 2023, Rebecca Benneyworth & Co. UK implemented TaxCalc Practice Manager as its Tax Management application to centralize tax return production and practice administration across the firm. The deployment emphasized configuration of the Practice Manager, WorkFlow, and Communications modules within TaxCalc Practice Manager to standardize task assignment, document workflows, and client communications, aligning application functionality with the firm's small team structure and core tax preparation processes.
Deployment was scoped for a 10 person professional services firm and executed as a firm wide rollout, enabling centralized tax return production, document management, and client correspondence under role based access controls and workflow templates. Operational coverage included tax return production, practice administration, internal review cycles, and external client communications, reflecting Tax Management functional terminology such as task orchestration and status tracking. The vendor testimonial notes improving efficiency and digital workflows across the firm, and the implementation prioritized out of the box module configuration over bespoke integrations.
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VN Accountancy UK | Professional Services | 10 | $1M | United Kingdom | Taxcalc | TaxCalc Practice Manager | Tax Management | 2023 | n/a |
In 2023, VN Accountancy UK implemented TaxCalc Practice Manager. The two partner UK accountancy practice deployed TaxCalc Practice Manager to support its Tax Management needs, aiming to scale client management, workflow and communications as core practice operations.
Deployment centered on the Practice Manager application together with the Communications Centre module, configured to centralize client records, task driven workflows and client correspondence. The implementation used TaxCalc Practice Manager capabilities for engagement lifecycle management, job tracking and automated work allocation, aligned with standard Tax Management functional patterns.
Operational coverage extended across both partners and supporting practice staff in the UK office, impacting client facing teams and back office tax preparation workflows. The solution provided a single source for client status, workflow queues and communications threads to support firm wide client lifecycle management.
Governance changes included standardizing engagement workflows and centralizing communications governance within the Practice Manager configuration, enabling consistent assignment of tasks and client touchpoints. VN Accountancy UK credits the TaxCalc Practice Manager deployment with supporting faster growth, linking practice management and communications capabilities to improved scalability.
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