taxcalc

Firm size

  • Small
  • Medium

Functionality

AML, CRM, Custom tools, OnBoard, Report, Scenarios, GDPR

Integration

TaxCalc, Xero, QuickBooks, FreeAgent, HMRC, CoHo

Free trial

14 days

Pricing

Free for TaxCalc users

£15/mo (unlimited clients)

DocEx £60/yr per user (unlimited clients)

User reviews

4.7
(51 user ratings)
Our trusted reviews are independent, first hand opinions taken from the UK's largest survey of business software users. These ratings are used to decide the Software Excellence Awards from the Accounting Excellence 2018 programme

Key Features

  • Customisable client list retains all key data (including AML checks and reports) with search and filter options
  • Create jobs (such as completing tax returns) and break them down into a series of tasks (such as sending out engagement letters)
  • Tax Questionnaire gathers client information for their returns
  • Interactive reports can be generated based on client data, tasks or work status
  • Data Mine tools allow firms to drive mail merge lists targeting clients that meet specific criteria
  • Integrates with Companies House to assist with onboarding and maintaining company data
  • Integrate time tracking into your work, whatever task you’re working on
  • Use TaxCalc GDPR Centre in assisting with compliance by, documenting your firm’s personal data policies and procedures
  • SmartVault Document Exchange so you can collaborate with your clients

Product screenshots

Click an image to enlarge

What TaxCalc says

The integrated practice management solution everyone’s been waiting for. With its sophisticated workflow tools, along with new dashboards and widgets, Practice Manager Plus* gives you the functionality of sophisticated PM systems at an affordable price.

Also track chargeable and non-chargeable activity against time spent, generate and analyse reports for billing, gain visibility of client profitability and staff performance. Brought to you by our new Time module*.

TaxCalc Practice Manager + is the perfect tool for your practice, encompassing everything you could need in a fully integrated suite to help you run your practice more efficiently. Another great addition to our suite is the SmartVault Document Exchange Portal, allowing you to collaborate with your clients.

Roadmap

We are always actively working on improvements to our software functions, for example billing, communication and client engagement

Upcoming products:

  • Billing
  • Communications
  • Dashboard Widgets

What users say about TaxCalc Practice Manager (Plus)

Read user reviews

    Pros

  • “Simplicity, ease of use, reliability and excellent support if ever needed”
  • “Ease of use and functionality”
  • “Very affordable for small practices”
  • “All clients are in one place”
  • “Free as part of the TaxCalc subscription”
  • “The CloudConnect function means a small practice like ours can access the information from lots of different places”

    Things you might change

  • “Make it easier to understand how to produce reports to section clients, say by sector or type”
  • “Want Microsoft Outlook integration and secure client messaging”

Functionality

4.7

    Pros

  • “Simplicity, ease of use, reliability”
  • “Ease of use and functionality”
  • “All clients are in one place”
  • “The CloudConnect function means a small practice like ours can access the information from lots of different places”

    Things you might change

  • “Outlook integration for planning and linking with diaries; encrypted messaging with clients and data exchange solution”

Support

4.8

    Pros

  • “Excellent support if ever needed”
  • “Support is good. And you don't need it much anyway as it's all pretty intuitive”

    Things you might change

  • “Online training videos would be helpful”

Ease of use

4.7

    Pros

  • “Ease of use and functionality”
  • “Easy to use”

    Things you might change

  • “Make it easier to understand how to produce reports to selected clients, say by sector or type”

Value for money

4.7

    Pros

  • “Very affordable for small practices”
  • “Good value for money, easy to use”

What AccountingWEB says

With 6,500 firms using its products, TaxCalc more than holds its own in a market where it competes with well funded international groups such as IRIS, Sage and Thomson Reuters. TaxCalc’s integrated tax and practice suite is rated very highly by users and backed with a strong reputation for customer support, winning our 2017 award for practice suites in a photo finish with close rival BTCSoftware.

After a shaky start when it was first introduced in 2015, TaxCalc’s Client Hub has matured into the award-winner that binds together the developer’s tax, accounts and practice software suite, which now includes modules for filing VAT returns under MTD. With the addition of Cloud Connect in 2016, TaxCalc created a web database that can be accessed remotely, for example when working on site with a client. Once the database has been set up, the other modules access encrypted data from CloudConnect rather than a local server. This hybrid cloud/desktop approach has proved popular with TaxCalc’s sizeable user base among small firms.

User reviews (10)

About the reviews
Filter by
2
Sole Practitioner, Less than £250k
8 June, 2018

What do you like?

It is free with the tax return software. It lets me generate engagement letters.

What would you change?

I would improve the functionality and the usability.
5
Sole Practitioner, Less than £250k
7 June, 2018

What do you like?

Full integration and excellent additional features like AML checks, GDPR records, ability to add notes/record of consent etc

What would you change?

It would be useful if the work stages (sent to client, approved by client etc), could feed into the Task Management part - but I'm being really picky!
4.3
Partner, Less than £250k
18 May, 2018

What do you like?

Ease of use

What would you change?

Make it even better value by keeping prices down
4.8
Management Accountant/Accountant, Less than £250k
19 April, 2018

What do you like?

Very affordable for small practices.

What would you change?

Online training videos would be helpful.
5
Partner, Less than £250k
16 April, 2018

What do you like?

As I have mentioned previously, excellent value for money.

What would you change?

Outlook integration for planning and linking with diaries. Encrypted messaging with clients and data exchange solution.

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