Digital innovation for tax firms

Digital Innovation:

How going digital is making specialist tax firm Jerroms Miller more efficient

Self-confessed ‘tech geek’ Nick Wright, associate director at Jerroms Miller Specialist Tax, has always welcomed advances in technology. He spoke to Niche about how digital innovations are benefiting tax advisers and clients day-to-day

Leaping through technological hoops to provide agility in the workplace, the pandemic has accelerated our expectations of how businesses should operate. It’s not just IT firms and app developers that need to be ahead of the game, it’s businesses of all kinds that need to innovate with the use of tech.

We spoke to Associate Director Nick Wright at Jerroms Miller Specialist Tax to understand one company’s efforts to satisfy its employees’ and clients’ needs since 2020 and beyond.

Jerroms Miller Specialist Tax aims to make corporate tax less taxing. Nick is happy to offer advice on going digital and any tax queries and invites readers to contact him on nickwright@jerromsmiller.co.uk or by calling 0121 693 5000. Niche: How has Jerroms Miller embraced technology?

Nick: I’m not an IT expert, but I like technology and have some knowledge of how it works. My interest in IT means I’m always keen to look at digital innovations and see how they might make a

Since then, the specialist tax team has grown and we have migrated to Microsoft Teams. All our clients are organised within separate Teams channels and staff can chat to each other within each team. This is where emails are automatically posted and where our files are stored for each project. It’s fantastic. Everything we need is all in one place.

For task management, we use ClickUp which makes it so much easier to reassign work between us and manage deadlines. We’ve also built an app within Teams for onboarding clients. With the click of a couple of buttons, we can look at the professional contact’s name and nature of their inquiry, then send a quote.

We look forward to embracing further innovative digital solutions as Jerroms Miller Specialist Tax continues to grow.

COVID, AND THE NEED FOR SAFE REMOTE WORKING DURING LOCKDOWN, LED US TO PROGRESS OUR DIGITALISATION PLANS

difference to our business. Covid, and the need for safe remote working during lockdown, led us to progress our digitalisation plans. Fortunately, before the pandemic struck, we’d already started using SharePoint for our advisory work, so that we could collaborate efficiently and work on multiple documents at the same time.