- Customer: Tax Talk
- Industry: Financial Services
- Location: Maidstone, Victoria
- System: Sage One / Sage HandiSoft
Tax Talk is a Victorian based business that provides tax/accounting, property and wealth investment services to a wide range of clients. Additionally, Tax Talk offers its small business clients professional guidance and tax compliance advice.
Talk Talk is a team of eight includes five accountants who service approximately 1,300 clients focusing on small to
medium sized businesses.
The team had previously been using Xero and MYOB in order to work seamlessly with numerous clients using the same solutions. Xero with its cloud capabilities was easy to learn, simple to use and streamlined everything for the team. However when Sage One launched in May 2015 with similar cloud capabilities, Tax Talk was attracted to both the easy integration with the HandiSoft modules they were using and the lower price point.
For Tax Talk, the transition to Sage One was seamless. Thanks to the fantastic customer support from Sage during the implementation period, Tax Talk had no disruptions to their business during the transition. All processes and client work was business as usual and the integrity of all their documents was uncompromised.
In addition to the upfront cost savings, the team have found a number of additional benefits from switching to Sage One. These include the simple integration with the Sage HandiSoft modules, improved efficiency and productivity in tasks such as producing profit and loss statements and the savings for clients from less billable hours.
Tax Talk also earns rebates of between 30 – 100% on net sales revenue from every client referred to Sage One. If enough customers adopt Sage One that are linked to Dominic at Tax Talk – the entire cost of their practice software next year will be paid for in rebates.