This 15-partner regional practice needed to free up time for tax staff.
The major problem the firm had, as with many firms was a peak of work from around September to January. This meant that advisory work suffered delivery delays during this period.
How did AdvanceTrack’s approach appeal?
Experienced UK Chartered Accountants and Chartered Tax Advisers run the business. The secure AdvanceTrack® system enabled the client to manage the work
So, were the client’s expectations met?
The jobs have been coming back this week, we’re really pleased with the quality and find the working papers very useful. Once I import the file back into CCH, all the standing data re-appears…”
On discussing the service with the client manager, they confirmed jobs were approved within 5 minutes of receiving them. The firm sees ongoing value in using this service as the firm has used the service since 2008.
Having completed their due diligence, AdvanceTrack® were selected. With tax returns for c£40 – £50, our teams allow your team to add extra profits and/or drive better client service.