Taxcalc
TaxCalc provides HMRC-recognised tax, accounts, and practice management software to over 12,000 UK accounting practices, integrating directly with HMRC, Companies House, Xero, QuickBooks, and FreeAgent for end-to-end compliance workflows.
- Company typePrivate
- Founded2000
- HeadquartersWokingham, United Kingdom
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Taxcalc does
TaxCalc (legally Acorah Software Products Limited) is a UK-based software company founded in 2000 that provides an integrated suite of tax, accounts, and practice management software to over 12,000 UK accounting practices and individual filers. The platform centres on HMRC-recognised tax return production (SA100, SA800, CT600, SA900), statutory accounts production under FRS105 and FRS102, Making Tax Digital (MTD) compliance tooling, and VAT filing, with direct integration to HMRC and Companies House for submissions. Around this core, TaxCalc has built Engager, a practice management platform covering sales, onboarding, proposals, email automation, task management, and a client portal, plus an AML compliance suite using Equifax identity verification and Credas biometric checks, and CloudConnect, a UK-hosted cloud infrastructure offering.
The business model is predominantly annual subscription licensing with usage-based credit overlays for AML checks and company incorporations, plus paid professional services for data migration, configuration, and 1-2-1 training. Distribution is direct via a self-serve website, quote-based inside sales for larger practices, and telephone orders, supported by content marketing, webinars, a private 2,900-member community of UK accounting professionals, and partnerships with industry bodies (ICAEW, ICPA, AAT, Accountex). Native integrations with Xero, QuickBooks, and FreeAgent embed TaxCalc into the bookkeeping-to-tax workflow of UK practices. The company is headquartered in Wokingham, operates with 101-250 employees, and in November 2024 received significant private equity investment from STG Allegro (Symphony Technology Group) to fund growth and product innovation.
Taxcalc firmographics
Firmographics- Name
- Taxcalc
- Legal name
- Acorah Software Products Limited
- Website
- https://taxcalc.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- TaxCalc provides HMRC-recognised tax, accounts, and practice management software to over 12,000 UK accounting practices, integrating directly with HMRC, Companies House, Xero, QuickBooks, and FreeAgent for end-to-end compliance workflows.
- Ownership category
- akta.pro rank
Taxcalc industry classification
Industry- Product category
- Accounting Practice Software
- NAICS
- Software Publishers (5132), Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industries
- Tax Planning & Personal Tax Optimization Tools (FSAGADAJ), Transfer Pricing & International Tax Services (BPAHABAI)
Keywords
Where Taxcalc is headquartered
LocationHeadquarters
- HQ city
- Wokingham
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Taxcalc business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Software Licensing (Practice Products): Annual subscription-based licensing for practice management software. Initial Term of 12 months with automatic Renewal Terms. Price for Renewal Terms notified 30 days in advance. Supports Pay By Instalment Arrangement for purchases over £1,200 net of VAT.
- Software Licensing (Consumer Products): Perpetual or subscription licenses for individual tax return software used by individuals, sole traders, and self-employed persons.
- Anti-Money Laundering Credits: Pre-payment credits consumed when performing AML identity checks. Credits purchased from April 2020 expire if unused for 12 months.
- Incorporation Credits: Pre-payment credits consumed when creating new company incorporations via Company Incorporator module.
- Consultancy Services: Paid professional services including data migration, database merges, configuration, and training. 1-2-1 remote training starts at £175 + VAT per hour, rising to £850 + VAT for a full day. Onsite training available by quote.
- CloudConnect Service: UK-hosted cloud storage service with separate subscription. Subject to Cloud Service Agreement and Pay By Instalment options.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Practice Products - Quote-based annual subscription |
| Hybrid | Pay-as-you-go | Training Services |
| Usage-based | Pay-as-you-go | Anti-Money Laundering Credits |
| Unit Pricing | Pay-as-you-go | Incorporation Credits |
| Subscription | Annual | Additional User Licences |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Taxcalc product offering
Product offeringCore offering
TaxCalc develops and sells modular UK accounting practice software covering tax return production, statutory accounts production, MTD quarterly filing, VAT filing, practice management (Engager), AML and GDPR compliance, and company secretarial workflows. The platform is HMRC-recognised and MTD-ready, integrates natively with Xero, QuickBooks, FreeAgent, HMRC, and Companies House, and is licensed primarily through annual subscriptions to UK accounting firms of all sizes, with a parallel line of individual tax return products for sole traders and self-employed filers.
Product overview
TaxCalc is a modular accounting practice software platform for UK accounting firms, combining tax production, accounts preparation, practice management, compliance, and company secretarial tools in an integrated suite. The core Tax and Accounts module includes Tax Return Production (SA100, SA800, SA900, CT600), Accounts Production (FRS105, FRS102), MTD Quarterly Filer, and VAT Filer, with add-ons for WhatIF Planner, Dividend Database, Encrypted PDF, and Batch Filer. The Engager platform provides practice management covering sales onboarding, proposals, email workflows, task management, and client portal capabilities. AML and Practice Compliance includes AML Centre, Biometric ID Checks (Credas), AML Identity Checking Service (Equifax), and GDPR Centre. Company Secretarial offers Company Incorporator and Companies House Forms. CloudConnect provides UK-hosted cloud storage. Individual products serve sole traders, limited companies, partnerships, and trusts for personal tax filing. The platform integrates natively with Xero, QuickBooks, FreeAgent, HMRC, and Companies House, with additional partnerships for document management (SmartVault, Workiro) and payments (Crezco).
Differentiator
Problem solved
Functional benefit
Brands
- Engager: Practice management platform for busy accounting firms, including sales and onboarding, proposals and letters of engagement, email and automated workflows, staff, task and deadline management, and client portal.
- CloudConnect
- SimpleStep
- WhatIF Planner
- The Digital Tax People
Products and services
- Tax Return Production Comprehensive tax return preparation and filing software supporting personal (SA100), partnership (SA800), corporation (CT600), and trust (SA900) tax returns with direct HMRC filing and built-in validation. Designed for UK accounting practices preparing client tax returns.
- Accounts Production Statutory accounts production software supporting FRS105, FRS102 1a, and FRS102 standards. Files directly to Companies House and integrates with Xero, QuickBooks, and FreeAgent for trial balance data import. Built for UK accounting practices.
- MTD Quarterly Filer Making Tax Digital compliant quarterly submission tool enabling clients to stay MTD-compliant through quarterly submissions to HMRC via the MTD API for VAT and Income Tax. Built for UK accounting practices.
- VAT Filer VAT return filing tool for accounting practices that files client VAT returns to HMRC via MTD and Gateway, supporting Making Tax Digital compliance requirements.
- Engager Practice Management Comprehensive practice management platform consolidating sales onboarding, client proposals, email automation, task management, file management, and client portal capabilities into a single workspace. Designed for UK accounting practices of all sizes.
- AML Centre Anti-Money Laundering compliance module that enables UK accounting practices to demonstrate firm-wide AML compliance and streamline client due diligence processes through identity verification integrations.
- Biometric ID Checks Remote identity verification using facial recognition and photo ID matching, powered by Credas Technologies. Used by UK accounting practices for AML-compliant client due diligence.
- AML Identity Checking Service Client identity verification against trusted sources via Equifax for AML compliance requirements, consumed via pre-payment credits. Designed for UK accounting practices.
- GDPR Centre Compliance module for documenting data protection policies and managing GDPR compliance obligations. Built for UK accounting practices handling client personal data.
- Company Incorporator Company formation tool enabling setup of limited companies and LLPs directly through Companies House integration, consumed via pre-payment credits. Designed for UK accounting practices offering incorporation services.
- Companies House Forms Statutory form completion and filing tool for Companies House online submissions including confirmation statements and other corporate filings. Designed for UK accounting practices handling client company secretarial work.
- CloudConnect UK-hosted cloud storage service enabling secure access to practice data from anywhere with UK-based data residency. Provides cloud infrastructure for accounting practices running TaxCalc software.
- eSign Centre Electronic signature module enabling faster document signing with real-time approval tracking, powered by Signable. Designed for UK accounting practices managing client sign-offs.
- Personal Tax Returns Self Assessment tax return software for individuals, sole traders, and self-employed persons to file personal SA100 tax returns directly to HMRC via self-serve online purchase.
- Limited Company Tax Returns Limited company accounts and CT600 corporation tax return preparation and filing software for businesses, purchased directly by companies or their in-house finance teams.
- MTD Quarterly Filer for Business Making Tax Digital quarterly submission tool for individual businesses with rental or self-employment income to stay compliant with HMRC quarterly filing requirements.
- VAT Filer for Business VAT return filing software for individual businesses to file VAT returns to HMRC via MTD and Gateway, purchased directly via self-serve online channel.
- Switchover and Migration Consultancy Paid consultancy services providing hands-on data migration, database merges, configuration, and training for accounting practices switching from competitor platforms such as IRIS, CCH, Digita, and TaxFiler.
Quantifiable outcome
- 2x faster tax return production
- +4 more outcomes
Companies that use Taxcalc
Customer profileNamed customers9 records
Segments3 records
Ideal customer profiles3 records
Taxcalc technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
Feature9 records
Taxcalc partnerships and signals
Strategic signalPartnerships
24 partnerships are on record, tiered core and supporting.
- XerocoreIntegration partner allowing trial balance data import directly into TaxCalc Accounts Production. Reduces rekeying and keeps data connected between bookkeeping and tax workflows.
- QuickBookscoreIntegration partner allowing trial balance data import directly into TaxCalc Accounts Production. Seamless data flow between QuickBooks and TaxCalc modules.
- FreeAgentcoreIntegration partner allowing trial balance data import directly into TaxCalc Accounts Production. Part of the connected workflow ecosystem.
- HMRCcoreOfficial integration for filing tax returns directly to HMRC. TaxCalc is HMRC-recognised and MTD-ready for Making Tax Digital compliance.
- Companies HousecoreOfficial integration for filing statutory accounts and company secretarial forms directly to Companies House.
- EquifaxcoreProvides AML Identity Checking Service, verifying client identities against trusted sources. Subject to separate Equifax Customer Licence agreement.
- Credas TechnologiessupportingProvides Biometric Identity Checking Service for confirming client identity remotely using facial recognition and photo ID matching.
- SmartVaultsupportingDocument Manager powered by SmartVault for secure file management and sharing. TaxCalc is an approved reseller of SmartVault products.
- SignablesupportingProvides eSign functionality for electronic document signatures, enabling faster signing and real-time approval tracking.
- AdfinsupportingIntegration partner listed on TaxCalc integrations page.
- ArmalytixsupportingIntegration partner listed on TaxCalc integrations page.
- CrezcosupportingIntegration partner listed on TaxCalc integrations page for payment processing.
- RQsupportingIntegration partner listed on TaxCalc integrations page.
- Workiro (Virtual Cabinet)supportingIntegration partner for document management and workflow automation.
- XamasupportingIntegration partner listed on TaxCalc integrations page.
- XenonsupportingIntegration partner listed on TaxCalc integrations page.
- MicrosoftsupportingRecognised Gold Partner with Microsoft. Uses Microsoft Teams for videoconferencing and webinars, and Microsoft Clarity for website user behavior recording.
- Trust Payments LimitedsupportingThird-party payment processor for handling card payments. Audited by PCI Security Standards Council. Full card details held by Trust Payments; TaxCalc holds only partial card data.
- Access Paysuite LimitedsupportingThird-party processor for Direct Debit payments operating under the Direct Debit Guarantee.
- HubSpotsupportingCRM system for managing customer relationships, used as a data processor for customer data management.
- OneTrustsupportingCookie management platform for TaxCalc website. Servers located outside UK/EEA.
- AFD Software LimitedsupportingPostcode lookup functionality provider based in Isle of Man, sharing postcodes via API for address lookup.
- Mythic Beasts LimitedsupportingMain server provision for CloudConnect service, under licence with and operated by ASPL.
- AWSsupportingBackup server provision for CloudConnect service.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Taxcalc competitors and assessment
Company assessmentDirect peers
- CCH (Wolters Kluwer): Enterprise-grade tax and accounting compliance software from Wolters Kluwer serving UK accounting firms. TaxCalc lists CCH as a primary migration source and competes on similar tax production and compliance workflows.
- Digita: UK-focused tax, accounts production, and practice management software for accounting firms. Named by TaxCalc as a key migration source, serving an overlapping mid-market UK practice customer base.
- IRIS Software Group: UK accounting practice software provider offering tax, payroll, HR, and practice management solutions. TaxCalc explicitly competes with IRIS products and migrating firms most commonly come from IRIS, making it the closest head-to-head competitor.
- Practice Engine: UK accounting practice management and workflow platform serving firms of varying sizes. Directly competes with TaxCalc's Engager module for practice workflow, client portal, and job management.
- Taxfiler (IRIS Elements): Cloud tax and accounts software for UK accounting practices, now part of the IRIS Elements suite. Competes with TaxCalc in the lower mid-market and is referenced in TaxCalc case studies as a source of switching wins.
- BTCSoftware: UK-based provider of tax and accounting software for practices, particularly strong in trusts and estates. Competes with TaxCalc in the tax return production category with similar HMRC integration depth.
Others
- Xero: Cloud bookkeeping platform that is both an integration partner (trial balance import) and adjacent competitor for very small practices that handle tax internally. Relevant as a strategic ecosystem dependency for TaxCalc's connected workflow value proposition.
- QuickBooks (Intuit): Cloud bookkeeping solution integrated with TaxCalc for trial balance data import. Adjacent competitor at the small-end of the practice market and key ecosystem partner for accounts production workflows.
Broad incumbents
- Sage: Largest UK accounting and payroll software vendor serving practices and SMEs. Competes with TaxCalc on bookkeeping, accounts production, and compliance tools but operates as a broader incumbent spanning finance, HR, and payroll.
Emerging players
- Karbon: Cloud-native practice management workflow platform targeting accounting firms globally. Represents the modern UX-led competitive threat to TaxCalc's Engager module, especially for digitally-forward practices.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Taxcalc social profiles
Digital presenceTaxcalc compliance and trust
Trust signalCompliance1 record
Taxcalc financial estimates
Financial estimateRevenue estimate
Valuation estimate
Taxcalc leadership team
Management profileNumber of profiles
Profiles1 record
Taxcalc funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Taxcalc M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Taxcalc
What does Taxcalc do?
TaxCalc develops and sells modular UK accounting practice software covering tax return production, statutory accounts production, MTD quarterly filing, VAT filing, practice management (Engager), AML and GDPR compliance, and company secretarial workflows. The platform is HMRC-recognised and MTD-ready, integrates natively with Xero, QuickBooks, FreeAgent, HMRC, and Companies House, and is licensed primarily through annual subscriptions to UK accounting firms of all sizes, with a parallel line of individual tax return products for sole traders and self-employed filers.
Is Taxcalc a public or private company?
Taxcalc is a private company. It is classified as private equity controlled and is currently operating.
When was Taxcalc founded?
Taxcalc was founded in 2000. It employs 101 to 250 people.
Where is Taxcalc based?
Taxcalc is headquartered in Wokingham, United Kingdom, in the Europe region.
How does Taxcalc make money?
Six revenue lines are on record. Software Licensing (Practice Products) is the primary driver. The others are software Licensing (Consumer Products), anti-Money Laundering Credits, incorporation Credits, consultancy Services and cloudConnect Service.
Who are Taxcalc's main competitors?
Direct peers on record are CCH (Wolters Kluwer), Digita, IRIS Software Group, Practice Engine, Taxfiler (IRIS Elements) and BTCSoftware. Others are Xero and QuickBooks (Intuit). Sage is listed as a broad incumbent. Karbon is listed as an emerging player.
Does Taxcalc have an API?
No public API is recorded for Taxcalc.
What industry is Taxcalc in?
Taxcalc's product category is Accounting Practice Software. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of FSAGADAJ, Tax Planning & Personal Tax Optimization Tools. Its NAICS code is 5132 and its SIC code is 7370.