CaseConnect vs TaxCalc

CaseConnect is a web-based matter management and accounts platform for UK law firms. Each matter workspace combines details, parties, documents, tasks, critical dates, time recording and billing information. Firms can generate documents from templates, precedents, merge fields and custom data, then configure practice areas, matter templates, custom fields and workflows without developers or consultancy. Legal accounts cover client and office accounts, billing and financial workflows, with ledgers described as built to the SRA Accounts Rules. A client portal supports matter access; the maker says privileged documents cannot be published there, uploads are reviewed by staff and access can be revoked. The one-way, administrator-approved Xero integration exports issued invoices, credit notes, allocated payments and contacts. UK-specific functions include dates, VAT, GBP billing, SRA rules and Land Registry disbursement tracking. Standard support, training, guided onboarding and ongoing updates are included. Pricing is a tailored quotation based on users, contract length, migration and bespoke requirements.

TaxCalc is a UK accounting software platform for tax compliance, client management, and practice operations. Its products prepare personal, partnership, trust, and company tax returns, as well as statutory accounts. For Self Assessment, SimpleStep guides users through relevant sections, with an option to switch to HMRC-style forms. Calculations update in real time, and Check & Finish reviews a return before submission. Tax products submit directly to HMRC, while Accounts Production files statutory accounts to Companies House. Accounts Production can import year-end trial balances from Xero, QuickBooks, or FreeAgent and export journals and adjustments; integrations differ between products. TaxCalc supports self-employment and investment income, but does not include state filing. It runs on Linux, macOS, and Windows, with mobile access limited to the web. Pricing is paid, from £42, with a free trial and no free plan. TaxCalc says each licence includes unlimited weekday phone and email support from UK-based, accountancy-trained specialists.