The Boss Partnership is a ten-person accountancy firm in Lichfield, Staffordshire, founded in 2005 by managing director Logan Khan. The firm is built on straight talking and personal service, and it uses Engager to automate onboarding and client communication without losing that personal feel.
In short
- By 2018 the firm’s previous desktop software had become clunky, with no cloud option and support standards slipping.
- Moving to TaxCalc cut annual software costs by over 60% and removed separate hosting costs entirely.
- Engager now automates onboarding and client communication, so the team can stay personal as it takes on new clients.
When the old software stopped keeping up
Logan grew up running pubs and clubs before deciding, at 25, that it was time for a “proper job”. He studied accountancy and set up The Boss Partnership around accessibility and client service.
For more than a decade the firm’s previous desktop software did the job. By 2018, development had slowed, there was no cloud option coming and support had slipped.
“It got clunky. There was no cloud coming and it felt that they weren’t moving quickly enough.”
Costs were rising too: £20,000 a year on software, plus £12,000 a year for separate hosting. Later, as the firm began taking on 10 to 25 new clients a month, running practice management by hand put more strain on the team.
Moving to the cloud
Logan came across TaxCalc at Accountex in 2018 after hearing strong recommendations for it. The numbers made the case: software costs would fall by over 60% and hosting costs would go altogether.
“I wanted everything in the cloud and I saw CloudConnect and that worked perfectly for us.”
The switch itself was straightforward. After a single training day, the team was up and running.
“The migration was completely smooth. No downtime at all.”
Adding Engager without becoming corporate
With new clients arriving every month, the firm added Engager to automate onboarding and client communication. The aim was efficiency that supports the personal service the firm is known for, not a more corporate feel.
“We never want to feel like a big corporate. Moving to Engager will allow us to maintain that.”
Automated communication that stays personal
Automating client communication with Engager’s automated emails means Logan can keep in personal contact with more clients.
“The automation of communication means that I can communicate on a personal level with all of our clients far more, and far more efficiently than we could ever do before.”
Signatures and new starters
Electronic signing is now central to the firm’s workflow, and SimpleStep in TaxCalc means new starters can get going almost straight away.
The result
The Boss Partnership now runs in the cloud, for well under half its old software costs, with client communication that is both automated and personal. With senior team members preparing to take over in the years ahead, the firm also has the structure it needs for a smooth handover.
“If you’re not using TaxCalc and Engager, you are missing out on the strongest and simplest tax and accounts solution in the UK.”
The bottom line
The Boss Partnership replaced costly, ageing desktop software and now has:
- Annual software costs down by over 60%
- No separate hosting bill
- Automated onboarding and client communication
- More time for personal contact with clients
- A structure that supports future succession
Frequently asked questions
Why did The Boss Partnership leave its previous software?
By 2018 the desktop software had become clunky, development had slowed, there was no cloud option and support had slipped. It also cost £20,000 a year, plus £12,000 a year for separate hosting.
How much has The Boss Partnership saved?
Moving to TaxCalc cut annual software costs by over 60% and removed the separate hosting cost entirely.
Why did The Boss Partnership add Engager?
With 10 to 25 new clients a month, the firm added Engager to automate onboarding and client communication while keeping its personal service.
How long did it take the team to get started?
The migration had no downtime, and the team was up and running after a single training day.
