TaxCalc

TaxCalc is a UK-based software company that provides tax, accounts production, and practice management solutions primarily for accountants, tax professionals, and small to mid-sized firms. It is known for its user-friendly interface, modular design, and compliance with HMRC regulations.

• Headquarters: Wokingham, Berkshire, UK
• Employees: Over 115 staff
• Customer Base: More than 11,000 accounting firms and over 60,000 users across individuals, businesses, and practices.

• Origins: TaxCalc was originally developed in 1983 by the UK consumer group Which?, running on early home computers like the BBC Model B and Sinclair ZX Spectrum.
• Ownership Timeline:
  • Sold to Intuit (QuickBooks’ parent company) in 2002.
  • Acquired in 2005 by Acorah Software Products, led by Tracy Ebdon-Poole, who transformed it into the modern TaxCalc platform.
• Growth: Under Ebdon-Poole’s leadership, the company grew from a 5-person team to a major player in UK tax software.

• In November 2024, TaxCalc received a multi-million-pound investment from Symphony Technology Group (STG) via its Allegro fund.
• This funding is aimed at expanding TaxCalc’s UK market presence and accelerating product development.
• Revenue: £13 million in the last financial year, with a 17% year-on-year growth and £1.85 million in operating profit.

TaxCalc offers a modular suite of tools, including:

• Tax Return Production: SA100, SA800, SA900, CT600, R40, and more.
• Accounts Production: For sole traders, partnerships, LLPs, and limited companies.
• Practice Management: Workflow automation, task tracking, and client communications.
• AML Centre: Anti-money laundering compliance tools.
• eSign Centre: Digital document signing.
• VAT Filer: MTD-compliant VAT submissions.
• CloudConnect: Secure cloud hosting for remote access and collaboration.

Key features include:

• SimpleStep® guided form completion
• Check & Finish error validation
• Integration with Xero, QuickBooks, and FreeAgent
• Customizable templates and branding

• In May 2025, TaxCalc acquired a significant stake in Engager, a browser-based practice management platform.
• This move aims to offer more flexible practice management options and deeper integration between TaxCalc and Engager.
• New products in development include:
  • Charity formats for accounts production (launching in 2025)
  • A Company Secretarial tool
  • Enhanced workflow automation and data mining features

Recent innovations include:

• Advanced workflow automation
• Improved data mining tools
• Planned integration with Engager for seamless practice management
• Public beta testing for MTD for Income Tax, ahead of the April 2026 mandate

• TaxCalc emphasizes customer-centric development, value for money, and excellent support.
• The company maintains a collaborative and agile culture, with a strong focus on compliance, innovation, and user feedback.
• Leadership has consistently prioritized independence, data ownership, and transparency in pricing and product development.

• Over 11,000 accounting firms use TaxCalc as their core compliance and practice management platform.
• The user community includes:
  • Sole practitioners
  • Small and mid-sized accountancy firms
  • In-house finance teams
• TaxCalc maintains an active support community, offers training webinars, and provides extensive documentation and video tutorials.