Clients

• Customisable client list table with search and filter options
• Add columns to the client list for key client information or latest work status/period/deadline
• Quick setup window to create clients
• Caters for individuals, partnerships, limited company and trust clients
• Handles multiple trades (individual only)
• Create partner or staff portfolios and assign clients to them individually or in bulk
• Record services engaged and indicative fee levels
• Record anti-money laundering events
• Set up relationships between clients and non-clients alike (spouses, partnerships, directorships etc.)

• Captures all necessary core information about your client, including:
  
  • name, address and other contact information
  • place notes against phone numbers (e.g. bookkeeper's number, evening only etc.)
  • critical dates (birth, incorporation etc.)
  • tax references (UTR, NINO, PAYE)
  • tax schemes and dispensations
  • tax office
  • pension auto-enrolment date
  • bank account details
  • engagement status, 64-8 status

• Create custom fields (inc. text, date, number, dropdown and user) that can be data mined and reported
• Password protect sensitive clients from being opened by staff without correct privileges
• Record and print arbitrary notes against the client's record
• Check & Finish routine to ensure all necessary information to create a client has been entered
• Import client data from csv files
• Set work status for accounts, tax and VAT work
• Archive former clients from views and reports

Tasks

• Single Task viewing screen to see, search and filter tasks both active and completed in the practice
• Task creation wizard for fast setting up of tasks
• Optionally associate tasks with clients and non-clients alike
• Create tasks by reference to key client dates, such as accounts year end or tax filing date

• Enter due dates and reminders
• Get notifications when a task reminds you of its presence or that its deadline approaches
• Assign to staff for tracking around the office or leave unassigned for future allocation
• Set tasks to reoccur
• Customise the types of task that can be created

• Keep an audit trail of task progress as it moved through your practice
• Edit, duplicate, update, assign and delete tasks
• Update, assign and delete multiple tasks at once
• View and update tasks associated with a client from within any TaxCalc application

Mail Merge

• Use default templates or create your own to generate a Mail Merge via MS Word^*
• Save Templates and Mailing Lists for future use
• Select all clients, specific clients or build a mailing list using our powerful Data Mine tool to target clients meeting given criteria
• Create templates in Microsoft Word and import into the system for future use
• Create categories of templates to help manage your own template library
• Includes templates for address labels and envelopes

^* Mail Merge functionality located within TaxCalc Communications Centre

• Choose a letter template from the library provided (written to CCAB guidelines):
  
  • engagement letters for various types of clients
  • engagement letters for various types of services provided
  • standard terms of business
  • presentation of accounts and tax computations
  • disengagement letter
  • questionnaire cover letter

• Mail Merge tokens include:
  • name and address components
  • pre-built formal and informal name blocks (e.g. Dear Mr R Smith or Dear Bob)
  • tax references, liabilities and balancing payments
  • custom fields (inc. text, date, number and dropdown)
• Set a principal contact for Partnership and Limited Companies

Tax Questionnaire

• Send a tax questionnaire to clients to gather information prior to starting their return
• Base the return on previous year data or start afresh

• Create one Microsoft Word file for all chosen clients or individual files for emailing later
• Select all clients, specific clients or build a Data Mine to target clients meeting given criteria

• Add a cover letter to each questionnaire (templates stored within Mail Merge)

Reports

• Create interactive reports based on client data (inc. relationships), tasks or work statuses (accounts, tax, VAT)
• Select all clients, specific clients or build a Data Mine to target clients meeting given criteria (inc. archived clients)
• Choose from a long list of column titles, including custom fields

• Variety of filter options based upon the type of report being built
• Customise report output to choose columns presented, order sorted by and page orientation
• Private report function (other users cannot see them)

• Save reports for future re-use and share with other users
• Import and export report templates
• Export report output to Microsoft Word, Microsoft Excel and PDF file formats

Data Mine (More filters)

• Build a Data Mine to target clients that meet specific criteria
• Use the wizard to build complex expressions in a simple fashion
• Include or exclude archived clients
• Save Data Mines for reuse elsewhere in the software

• Variety of conditions available, including:
  
  • Client type, gender, marital status, age, engagement status, portfolio etc.
  • Relationships
  • AML status
  • Types of incomes, tax events (e.g. gift aid) and values
  • Tax flags (P11D dispensation, VAT  scheme, CIS)

System

• First run wizard to help get set up and running quickly and easily
• Set up multiple user accounts, with passwords to prevent unauthorised access
• Create security roles with access privileges and assign each to staff members

• Single point to set up name of firm, qualification, office addresses
• Database backup facility with custom reminder notifications
• Restrict access to clients by subcontractors, outsourcers and other external workers

• Enhance users' login security by enabling two-factor authentication
• See which users are logged in and when they last logged in

Deployment

• Standalone version, ideal for single user practices
• Client/server version for running over an office network

• Works with TaxCalc CloudConnect, to run the software from anywhere with an Internet connection

• Performance optimised for running over remote connections, such as VPN