McPhersons Chartered Accountants is a well-established firm on the south coast employing 25 permanent staff and offering business advisory services, as well as traditional accounting, audit and taxation services. “Accountancy today is about providing real-time information and looking to the future of the client’s business, not giving a historical view of past performance.”
Loucas is a long-time user of Wolters Kluwer products for compliance and practice management, having migrated through different versions of the software for almost thirty years. “There’s no room for old-school inefficiency. For some time now we’ve looked at how to maximise our efficiency by taking advantage of digital technology to reduce our costs. For us, that’s not the future. It’s the present!”
Palmerston Limited makes an easy transition to Making Tax Digital for VAT with CCH OneClick. “The CCH OneClick dashboard tells you everything you need to know, letting you see at a glance what’s been paid and when it’s been paid, what needs to be filed in the next 30 days and so on, building a record over subsequent quarters. This is really useful in helping a busy firm like ours ensure nothing is overlooked.”
With Making Tax Digital for VAT (MTDfV) on the horizon, Mercer & Hole needed a bridge from existing systems to HMRC and chose CCH OneClick as the solution. “CCH OneClick keeps a data archive that rounds up all activity on intelligent dashboards, so it’s much easier to monitor our workload and keep on top of VAT for a large number of clients.”
Haigh & Co makes the most of Making Tax Digital for VAT with CCH OneClick. The firm was an early adopter of CCH OneClick for Making Tax Digital for VAT, installing the software in 2018 in the lead up to this latest compliance challenge. “We no longer have to check with the client or with HMRC if a payment has been made or a refund given. We have greater visibility as the information is all there, recorded in CCH OneClick. This is proving a great time-saver.”
Over the past eight years, Lsd Accountants senior partners Davinder Matharu and Lesley White have built a thriving accountancy practice from their office on an organic working farm near Redditch. “Our main goal is to improve our productivity and profitability - and that’s where Wolters Kluwer software comes in, helping the whole team to work more efficiently.”
From offices in Guildford, Salisbury, Southampton, Chichester and Newport on the Isle of Wight, Moore Stephens (South) LLP serves around 4,000 clients. A long-time user of the CCH Central suite the compliance software has supported the business since 2001, together with software for practice management, document management and audit automation.
Taylor, Viney & Marlow provide a full range of services in audit, accounting and taxation, along with consultancy and assistance with financial development to individuals and to businesses with up to £70 million turnover. According to Partner Stuart McCallum, the challenge is not finding clients; it’s being able to handle the volume of work coming into the firm.