Case Study: TB Tax Services saves time on Gift Aid claims with infoodle

TB Tax Services - Customer Case Study

TB Tax Services, a UK-based accounting and tax firm specializing in charity clients, faced a slow and costly Gift Aid claim process. They manually input donation data into spreadsheets, which was laborious, distracted from their core mission, and required additional staff. They needed a fast, reliable solution tailored to the charitable sector and turned to Infoodle for its CRM and gift aid software.

By implementing Infoodle, which integrates seamlessly with Xero accounting software, the firm automated its entire process. Donation data now updates in real-time, allowing claims to be submitted with a single click; Infoodle even auto-generates corresponding invoices. This solution from Infoodle saved the practice a significant amount of time, eliminated manual errors, and allowed them to refocus on their primary work.