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CCH Personal Tax customer stories

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Alexander James & Company

2019-11-25T15:23:29+00:0025 November 2019|

Alexander James & Company has used Wolters Kluwer compliance software for its accounts and tax work for nearly thirty years, CCH Practice Management manages the team’s busy workload. “CCH OneClick came as a pleasant surprise. As well as providing a centralised, easily accessible store of information, it makes our lives easier by enabling secure, effective communication with clients.”

Video: Loucas case study

2019-11-12T13:07:20+00:0012 November 2019|

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. Watch the video and learn how Wolters Kluwer supports Loucas in their digital journey, making the future a reality today.

McPhersons Chartered Accountants

2019-09-30T10:31:13+00:0030 September 2019|

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

2019-09-30T09:58:25+00:0030 September 2019|

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!”

Graham Smith Chartered Accountants

2019-09-30T09:54:42+00:006 September 2019|

Graham Smith Chartered Accountants is a rapidly growing firm in Redruth, Cornwall. Simon Reed purchased the business in 2018, bringing his brother Alex on board as Tax Manager. Together, they have over twenty years’ experience in the profession. “Data rolls through from one software product to another, saving a lot of time in the process. This makes life so much easier.”

JSP Accountants

2019-07-06T14:53:07+00:006 July 2019|

JSP Accountants Limited is an established firm of accountants in Harrow, Middlesex. The firm’s diverse client base of self-employed individuals, small private companies and multi-corporates is not limited to the northwest London area. “We receive fantastic support from Wolters Kluwer. You just can’t fault them. They always call back when they say they will, with the right person assigned to the job, and problems are usually resolved within minutes.”

Haigh & Co

2019-07-05T13:21:58+00:005 July 2019|

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.”

Lsd Accountants

2019-06-20T12:18:14+00:0020 June 2019|

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.”

Moore Stephens South

2019-05-28T15:39:46+00:0028 May 2019|

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.

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