Birmingham based Churchill Taxation specialises in tax advice for non-domicile private individuals. The award-winning firm, led by Stephanie Churchill, has been growing rapidly over the last few years to the point where they invested in cloud technology to help them work more efficiently.

“We started using Office 365, which meant we can work from wherever we need to whilst being able access all the files and documents we needed and have not need for an expensive server.”

Stephanie’s team soon discovered, however, that Office 365 was not syncing properly across the different devices they were using – and it was costing Churchill Taxation money. According to Stephanie,

“We had adopted the cloud but were having issues and  found that we were spending a lot of time and effort trying to solve the problem – and realised we needed some more expert help. Phil Oakley from OutserveWeb happened to be introduced to me via a business contact and we’ve never looked back.”

OutserveWeb synchronised and reconfigured the system. Now it syncs as it should, so that no matter where the team are working from, they can be sure the system won’t let them down. Like other of our clients, Churchill Taxation also benefit from Office 365’s robust data security, large mailbox storage and predictable monthly cost.

More recently, Churchill Taxation wanted to update their client engagement letters to include a section on the use of cloud computing. Each of the engagement letters needed to be signed and returned by clients. With a large number of clients on their books, Churchill Taxation soon realised that doing it by post would be time-consuming. As a solution, OutserveWeb sent out all letters by email with the option for clients to sign electronically by DocuSign.

“DocuSign made the whole exercise much quicker and easier than the alternative paper route. The majority of our clients signed electronically and we are now fully up to date and compliant.”

In addition to Office 365 and DocuSign, OutserveWeb has helped Churchill Taxation with cloud migration, emails and work on their websites.

For more information about migrating your systems to the cloud, contact us here.