Change the game with TaxCalc’s practice management solution
23rd Oct 2019
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Now you can manage clients, tasks, workflow, time and compliance services throughout your practice and across the entire TaxCalc ecosystem.
Want complete visibility of all work as it progresses through your practice? Need instant access to comprehensive client information? Want to reduce admin, maximise chargeable time and bill more accurately?
In other words, do you simply want to be more organised and more effective in everything you do?
Our powerful practice management toolkit is scalable, highly affordable and puts you in control, freeing you up to spend more time growing your business.
Working alongside TaxCalc’s client and task management tool, Practice Manager (formerly Client Hub), these new products create a powerful modular practice management toolkit that delivers a host of stand-out benefits, including:
Total integration in TaxCalc – TaxCalc practice management integrates seamlessly with all compliance services products in the TaxCalc suite, as well as third party software.
Sophisticated deadline management – now you can track and manage tasks in the system, based on statutory compliance deadlines and other non-statutory deadlines.
Improved and automated workflows – you can use preset workflow templates, customise your own templates and also build automated triggers and transitions into your workflows.
Complete visibility – multiple dashboards provide the big picture of overall performance in your practice as well as the granular detail on individual clients and staff.
Greater understanding of chargeable time – automatic time tracking across TaxCalc's products provides in-depth reports, enabling analysis of productivity.
Completely secure client collaboration – Document Manager powered by SmartVault allows for secure file sharing with clients and online document storage, applying the same level of security used by banking institutions.
Superfast client approvals - Document Manager works in conjunction with TaxCalc’s digital client approval tool, eSign Centre, for faster turnaround of documentation requiring review and approval.
Products and prices
Like everything we make, every TaxCalc product is engineered to be of the highest quality, yet priced to make compelling financial sense to both growing and established practices.
TaxCalc Practice Manager Plus
Advanced practice management, with workflows, automation, multiple dashboards and more - £40.00 / user per year
Automated time-tracking across TaxCalc and third party software - £20.00 / user per year
TaxCalc Document Manager powered by SmartVault
Ultra-secure document sharing and storage - £180.00 / user per year
Dramatically reduces the time spent obtaining client approval for tax returns, VAT returns and sets of accounts - from 90p per envelope.
Whether you’re a start-up with ambitions or a larger firm looking for greater efficiency and productivity, there’s only one name you need to trust to help you do more, for less.
Change the game. Choose TaxCalc practice management.