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TaxCalc - Release of the new and refined Client Hub

1st Dec 2014
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We make high quality, innovative and affordable integrated software.

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TaxCalc, one of the UK’s leading accountancy software providers, is delighted to announce the launch of their new and refined practice management module, Client Hub.

Packed with new and improved features, the Client Hub is the heart of any practice and will easily manage clients, control how practitioners work and share data between teams seamlessly.

Since its launch in February 2013, TaxCalc have worked closely with their client base and incorporated their suggestions as to how to make the Client Hub even more powerful and relevant to accountancy practices.

As a result of this collaboration, TaxCalc have introduced new ways to automatically create work tasks, which are now based on filing dates, and new fields have been added into the client record to capture more information about clients and their affairs. There are also custom data capture fields and significantly advanced features such as powerful Data Mining functionality in Mail Merge, Tax Questionnaire and Reports.

Managing clients

Refined to capture more client information that ever, Client Hub allows users to build up and store a wealth of important information about their clients.

Controlling workflow

Offering greater flexibility than before, Client Hub makes it easier for users to control specific data of their own choice and customise the application to work the way they do.

Seamless sharing of data

All data entered into Client Hub can be seamlessly accessed from any other TaxCalc application. This high level of integration allows automatic data population and makes backups easier, saving time.

Free updates to existing customers as standard

Client Hub Refined is available as a free update for existing customers. The software will notify users when the update is available.

With truly scalable products suitable for practices of all sizes, TaxCalc aims to deliver intuitive, outstanding tax and accountancy software at prices to suit every budget. With in excess of 5,000 accountants using its software, TaxCalc is rapidly growing in popularity thanks to its easy to use, integrated products that consistently deliver on all fronts.

Commercial Director Steve Checkley adds:

‘We believe that practice management software is the heart of any accountancy practice and that’s why Client Hub is offered free with every professional TaxCalc product. We have listened carefully to our professional customers and this new release includes many features and enhancements requested by them.’

ENDS

Notes to Editors

Five times winner of the Software Satisfaction Award for ‘Best Tax Software’, TaxCalc’s products are designed and developed in such a way that it has become one of the UK’s most popular tax and accountancy software providers.

With products to suit all, from professional accountancy practices to individuals with self assessment needs, TaxCalc has provided tens of thousands of customers with smart, beautiful software throughout its 30-year heritage.

For outstanding affordability, TaxCalc products are available for purchase and download online at www.taxcalc.com and all include free, unlimited support via email and telephone.

The TaxCalc product offering includes:

TaxCalc software for Accountancy Practices and Tax Advisors

An award-winning range of integrated software products to suit accountancy firms of all sizes. Includes Tax Return Production, Accounts Production, iXBRL Conversion Services and Anti-Money Laundering.

TaxCalc software for Partnerships & Limited Companies

A range of products helping individuals complete and file tax returns for their partnership or limited company businesses. Includes TaxCalc’s unique SimpleStep mode, for guided tax return completion, and direct filing to HMRC.

TaxCalc software for Individuals (including the Self Employed)

A range of products designed for individual taxpayers, helping them complete and submit their tax returns. Includes TaxCalc’s unique SimpleStep mode, for guided tax return completion, and direct filing to HMRC.

Contact details

Kate Ebdon-Poole

Head of Marketing

[email protected]

0118 9364 832

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