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Taxfiler integrates Practice Management in its accountancy and tax software

1st May 2019
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Award-winning tax and accountancy cloud-software provider Taxfiler, is today launching Taxfiler Practice Management. The integrated application enables micro practices to manage day to day priorities and complete activities ahead of compliance deadlines.

Taxfiler Practice Management provides a consolidated view of all client compliance data, relationships and activities. It is centred around the client record, automatically sending alerts for tax and compliance deadlines by populating task lists. As a result, accountants can efficiently manage day to day priorities by tracking workloads, tasks and jobs.  

Following the acquisition by IRIS Software Group in 2018, Taxfiler has accelerated investment in its next generation of cloud-based compliance software for micro practices. The business has doubled its product development capacity and increased customer support to service the growing customer base.

The new cloud-based practice management functionality has been designed for essential every day work in micro accountancy practices.

Taxfiler founder and director, James Reeves explains,

As the industry moves to a digital accountancy economy, our customers are demanding more integrated functionality. Managing the practice is an ongoing issue many of our customers face. They are providing impeccable compliance services but need to create more efficiencies to grow their business.  

“Taxfiler Practice Management sits at the core of the cloud accounting revolution, increasing the flexibility, collaboration and efficiency of accountancy professionals, wherever they are based.”

The platform originates from Farnell Clarke, a leading digital accountancy firm which has been a 100% cloud practice for the last decade. Using the fundamental processes built and implemented by Farnell Clarke, Taxfiler customers can enjoy the unsurpassed efficiencies developed by the digital practice.

Will Farnell, founder and director of Farnell Clarke says, “It’s been a great opportunity to use our practice experiences to help fellow accountants build successful digital firms. The industry is embracing the rapid changes taking effect in the market and alongside the experience of Taxfiler, I believe we can help other practices thrive in the digital economy.”

For the first time in its history, Taxfiler has realigned pricing according to the functionality needed for the different size of practice. Practice Management functionality is included, enabling customers to benefit from structured practice management.

The new pricing is effective from 1st May for new subscribers. Taxfiler will contact existing customers to ensure they are aligned to the package best situated to their needs.

The packages are:

Startup. Single User. Up to 10 clients. £10 per month. This new package has been designed for independent practitioners or those who are launching a practice.

Solo. Single user. Up to 30 clients. £20 per month. Solo users will benefit from additional functionality including MTD for VAT, IRIS OpenSpace Link and Practice Management.

Pro. Multiple users. Unlimited clients. £30 per month, per user. Pro users benefit from integrated practice management and can access document management and email management if required.

Team. Unlimited clients. £199 per month for 10 users. Team users benefit from additional discounts for more than six users in the practice.