Market momentum & opportunity
The accounting sector has never been this active. Large consolidators are acquiring smaller practices - and that activity is creating gaps and opportunities at the local level. Ambitious accountants who move quickly can capture new clients, build valuable fee banks and scale.
The next few years will be transformative for the profession and will bring large gains for those who adopt AI and a digital-first service delivery. For TaxAssist Accountants and our franchisees, this is an exciting time. We believe the market will increasingly come to us - bringing new clients, skilled staff, and growth potential that can be harnessed with the right systems, support and vision.
How franchisees win clients and talent
As staffing models shift, franchisees who combine excellent client service with modern tools will stand out.
At TaxAssist Accountants we combine a seamless client onboarding experience using our digital platforms, alongside offering a personal relationship based service through our visible, accessible shop front premises.
We use AI to streamline routine work and free staff for higher-value advisory tasks. Staff are attracted by our hybrid working model, training and clear career progression inside a national franchise network.
Fee-bank acquisition
We are seeing more smaller fee banks now coming to market and these can present an attractive option for those practices who have the support, systems, people and funding to acquire them.
Combine this with effective client retention strategies, fee-bank acquisitions rapidly increase recurring revenue.
For TaxAssist Accountants, these opportunities can be game-changing. With a wealth of experience and strong relationships with brokers, plus structured support on acquisitions, franchisees have the tools and guidance to successfully expand their client bases through strategic purchases.
AI & digital transformation
AI and automation are moving from “nice to have” to core infrastructure for competitive practices.
Automation reduces time spent on tax returns, bookkeeping and compliance - lowering cost per client. Digital client portals and onboarding make client acquisition and retention easier and more scalable and AI tools can surface advisory opportunities (cashflow forecasting, margin analysis) that lead to new advisory fees.
Making Tax Digital (MTD) continues to transform the profession, pushing firms and clients further into digital systems. TaxAssist sees this as an ongoing opportunity to help clients transition, offering guidance on solutions with clear pricing, service levels and technology.
Recruitment & retention
There are significant growth opportunities in the accountancy sector at the moment, but practice owners can only access them if they can find a way to create capacity. Across the UK, recruitment and retention are the sector’s top concern. The good news: a franchise model helps mitigate this risk.
How we help
- In 2025 we launched Resourcing by TaxAssist to provide the TaxAssist network with staffing solutions.
- We provide training programmes to upskill existing staff into advisory roles.
- We provide recruitment templates and assistance with hiring to build attractive, modern roles.
- We provide career pathways within the franchise network to retain talent.
- We have access to leading technology and automation that reduces manual tasks, improving job satisfaction
