TaxCalc Integrations

Should I use the full suite of TaxCalc Products or Consider Other Software?

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Morning Folks,

New Practitioner here in the midst of investing in the software required to run and manage the practice.  Will use Xero as my accounts / bookkeeping software.  Aside from that I have a blank canvas.

I'm very keen to minimise the software and apps I utilise and to avoid over-complicated integrations, both in the short and longer term.  I'm looking for simplicity through the use of quality and cost effective integrated products where possible.  I don't mind paying a few quid more if the packages provides time (and cost) savings in the long term.

I've been looking at TaxCalc and followed up with a call with them earlier in the week.  I'm impressed by the product range, the support and the positive feedback in this forum and beyond.  They are not the cheapest out there but see my comment above.

Interested in feedback from folks that use TaxCalc (or any other product) as their "One Stop Shop" for the following:

- Accounts Production

- Personal and Company Tax

- Practice Manager

- AML Centre

- Esign and Document Manager Centre

Do the integrations work well and the data flows seamlessly or should I consider using other software packages for the likes of the AML?

Thanks in advance,

Replies (4)

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By bernard michael
22nd Aug 2020 09:44

I use VT and Taxcalc separately and am very happy

Thanks (1)
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By Carl London
25th Aug 2020 21:27

TaxCalc AML works well. No email integration though for automated client reminders etc

Thanks (1)
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By qadri23
18th Sep 2020 15:48

I use, Digita PM to compensate Tax calc deficiencies, but this means we need to use two separate databases. nightmare...if I can turn back time, I would never choose Tax calc....perhaps CCH....but it's pricy....

Using Tax calc means you always need to maintain 2 separate data bases one for compliance (Tax, accounts etc) and other one for practice management ---phew

Thanks (1)
ALISK
By atleastisoundknowledgable...
20th Sep 2020 21:19

I don’t use the PM, but the rest all integrates well.

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