How Exizent Saves Time for Rickard Luckin Chartered Accountants and Tax Advisors
Rickard Luckin Chartered Accountants in Essex are saving up to four hours per case by using Exizent for probate and estate administration. This case study explores how automation, accuracy and streamlined workflows are transforming their approach to inheritance tax forms and estate accounts.
“It depends on the complexity of the case, but Exizent can save us anything from an hour, up to 3–4 hours on a more complex case.”
Delivering Strategic Tax and Probate Services
Rickard Luckin Chartered Accountants and Tax Advisers are based in offices in Basildon, Chelmsford and Leigh-on-Sea. The expert team of chartered accountants and tax advisers work with businesses and individuals across Essex to provide strategic and responsive accountancy and tax services, offering a clear direction for all financial matters.
Streamlining Inheritance Tax Forms and Estate Accounts
Gina Mills, Associate, is based in the Leigh-on-Sea office in Essex. She has been using Exizent for around 18 months. She explains: “We use Exizent for the preparation of tax forms and for Estate Accounts.
Reducing Manual Data Entry and Improving Accuracy in Probate
“The IHT forms and additional schedules are substantial and detailed. Previously, we would download the forms and manually type in the information. If any corrections were needed, the form had to be retyped.
“This was incredibly time consuming and if things didn’t add up it could take time to find out where the issue was. With Exizent, information is added centrally just once and then it’s automatically pulled through, minimising any chance of human error and ensuring accuracy.
Saving Hours on Complex Estate Administration Cases
“It depends on the complexity of the case, but Exizent can save us anything from an hour, up to 3–4 hours on a more complex case.“
Moving from Excel to Professional Estate Accounts Software
The Estate Accounts function is also valued. Historically, the team used Excel but are now moving over to Exizent. Again, this saves time, and the final presentation of the report is professional and easy for clients to understand as well as being easy to tailor.
Ongoing Support and Future-Focused Features
The training and support have also been excellent. Jake, the team’s account manager from Exizent, is prompt in responding to queries and provides short videos to help with specific functionality. He is also able to pass on suggestions to the development team for future enhancements.
The team is also keen to begin using the new Correspondence feature, which will support their communication in the future.
Enhancing Client Service with Digital Probate Tools
Gina confirms: “At Rickard Luckin, we offer a tailored service focused on client care. Much of our probate work comes from existing tax clients. Using Exizent means we can support clients more effectively.
“I have already recommended Exizent to contacts and will continue to do so.”
Featured in Today’s Wills and Probate: https://todayswillsandprobate.co.uk/how-exizent-saves-time-for-rickard-luckin-chartered-accountants-and-tax-advisers/