Case Study: Tax Agility achieves rapid growth — doubles in size with IRIS Software Group

IRIS supports Tax Agility in doubling the size of its business

Tax Agility, a London-based chartered accountancy and business consultancy founded by Donovan Crutchfield, needed an integrated, reliable software platform when it launched to replace legacy franchise systems, improve compliance and workflow, and enable modern, paperless client collaboration. They chose IRIS Software Group—initially deploying the IRIS Accountancy Suite along with IRIS Time & Fees and IRIS Practice Management—to migrate systems and establish effective management processes from day one.

IRIS Software Group implemented a fully integrated solution—IRIS Accountancy Suite plus IRIS OpenApps (OpenDocs, OpenSpace and OpenBooks)—bringing e-approvals, automated alerts, real-time bookkeeping for 100 contractor clients and a consolidated audit trail. The integrated setup cut duplicate data entry, improved internal and client collaboration, and helped Tax Agility double in size without a major increase in headcount, while boosting compliance and client acquisition.

Tax Agility

Donovan Crutchfield

Practice Owner