Case Study: Tax Assist Accountants improves client communication and service with KashFlow

Tax Assist Accountants - Customer Case Study

Tax Assist Accountants, a London-based branch of the UK’s largest small-business accountancy network, needed a better way to communicate with clients and keep them informed in real time. They were looking for a system that would improve service levels, reduce chasing for information, and help them advise small businesses more promptly. KashFlow was the product they trialed.

KashFlow provided an easy-to-use online bookkeeping and accounting system that let Tax Assist Accountants and their clients view the same live information, with clear reports and no confusing jargon. The practice used it to give instant advice, keep accounts up to date, and offer a more efficient service, while also creating a new revenue stream. Debbie Corbett said client adoption was strong and expected the number of KashFlow users to double the following year.

Tax Assist Accountants