Efficient, Supported, Connected: Dolphin’s TASS Finance Story
With extensive experience supporting schools in Australia, TASS Finance has recently launched in the UK, bringing its proven expertise to address the unique financial challenges faced by independent schools. Designed to streamline school finance management, the system offers powerful integration and user-friendly functionality tailored to the sector.
An early adopter of the software is Dolphin School. As an existing SchoolBase customer, the move to TASS Finance was a natural progression, allowing the school to benefit from seamless data syncing and a more efficient financial workflow.
Dolphin was eager to explore how TASS Finance could enhance their processes, and we recently caught up with the team to hear first-hand how they are adapting and making the most of the system.
Streamlined Efficiency & Time Savings
TASS Finance is designed to simplify school financial management with succinct, intuitive processes that reduce manual workload. By syncing seamlessly with any MIS, the system frees up valuable time for finance teams. This integration means tasks like billing, supplier payments, and reporting can be completed faster and more accurately.
For Dolphin, TASS Finance has replaced manual and paper-processes with streamlined, digital operations. The team commented, “TASS Finance has saved us a lot of time, especially with supplier payments. Before, we had to print out lists, get them authorised, and then manually type everything back into the system — it was a completely manual process. Now, with TASS Finance, we can run a payment cycle, see all invoices at once, click to authorise, and then instantly download a bank file. It’s made the whole process so much quicker and more efficient.
We’re also making progress with running direct debit payments monthly, which is another big-time saver. Plus, TASS Finance syncs directly with SchoolBase, so we don’t have to worry about updating parent information like addresses.”
Parents are also benefiting, quickly getting used to accessing statements easily. Plus, the finance team can now distribute all payment requests instantly with just one click.
Unlocking Long-Term Finance Efficiency
With everything independent schools need to manage their finances, TASS Finance is built not just for today, but with the future firmly in mind. This is important because as schools evolve, so do their financial needs
The Dolphin finance team are looking forward to a much smoother fee billing process going forward. Having just completed their first bill run with TASS Finance, the team now feel confident about how the system will handle future terms. As they explained, “Thanks to all the billing rules already set up in the system—such as sibling discounts, bursaries, and multiple-day nursery fees—once the rollover is complete, updating TASS Finance will be straightforward and much faster for upcoming terms.”
The system has also been praised for being intuitive to use, “You just work your way down the menu, and job’s done.” This is intended to support long-term success as we understand how frustrating common issues, such as poor UI, can be.
All-in-One Finance Management, Backed by Real Support
An area that Dolphin have found particularly helpful is the dedicated support. TASS Finance is backed by a team of finance professionals who understand the workings of independent schools. “What’s really made a difference, though, is the support from Katie and the TASS team.” Dolphin shares, “Katie was brilliant—she walked us through everything and fixed all the issues. It’s been a huge reassurance to have that kind of help available.”
The school also appreciates the honest and transparent communication, noting how the team actively finds out what issues need to be escalated back to them. “Katie has endless patience and is always willing to jump on a video chat to share her screen. The support is brilliant — real-time, reactive, and exactly when you need it, not after the fact.”
With such responsive support and a system designed to handle complex billing scenarios, Dolphin feels confident that managing these processes will only get easier from here.
Delivering Financial Confidence & Clarity
One of the biggest benefits Dolphin highlights is the seamless link between TASS Finance and SchoolBase. “Parents really benefit because they can see everything in one place now. Before, information was getting lost in emails, but having it connected directly to the MIS has made a huge difference.”
Dolphin also loves that they don’t need to update any parent information manually anymore. “It saves time and reduces the chance of errors, which is a real relief.”
A key part of delivering strong financial operations is having a reliable, well-designed software solution—and TASS Finance is already providing that for Dolphin. Features like cash flow management, comprehensive reporting, and VAT processing are proving especially useful, helping the school make its financial management processes more efficient and giving the team clearer insights into day-to-day and long-term operations.
Overall, the integration and improved accuracy have brought peace of mind and better service to both the finance team and parents alike. For any school thinking about making the switch, Dolphin’s message is clear, “TASS Finance offers powerful functionality with great support — it’s worth diving in and making the most of it.”
They also encourage schools to “jump in and embrace TASS Finance, using every aspect you can.”
