TaxCalc and FreeAgent
Accounts ProductionWork smarter with our FreeAgent integration
TaxCalc’s integration platform now offers integration with online accounting software FreeAgent.
TaxCalc Accounts Production provides you with an easy-to-use wizard to import a year-end trial balance directly from FreeAgent now as a Practice or Non-Practice user in just a few simple steps - saving both you and your client time and effort.
Exporting and importing CSV files or manual entry is no longer required.
You’ll find carefully thought-through features, including:
- Warnings during import, highlighting potential factors to consider
- Import map creation on a per client basis
- Default mappings based on the default FreeAgent chart of accounts (if you prefer, you can also use an existing import map)
- Retention of all mappings for future use
So once you're familiar with everything, you’ll have a lot less to do - other than think what you will do with the time you save!
Watch our integration with FreeAgent
Accounts Production effortlessly produces statements and schedules.
Utilising a simple and straightforward workflow, backed up by innovative SimpleStep®
and Check & Finish® processes, you'll be able to prepare accounts quickly and efficiently.