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TaxCalc Client Hub

For Windows, Mac and Linux

TaxCalc. The heart of your practice

Introducing TaxCalc Client Hub

TaxCalc Hub is a suite of powerful, complementary practice management tools that are designed to ensure you get the very best out of your TaxCalc software.

It is built around four core functions: clients, tasks, mail merge and reports. Each has been designed with SimpleStep® workflows, to guide you and your staff through comprehensive processes, quickly and efficiently.

There is no additional charge for TaxCalc Client Hub. We believe that it is fundamental to the smooth running of a practice and every TaxCalc customer should benefit from this type of software.

The heart of your practice

TaxCalc Client Hub acts primarily as a single source of client information, capturing as much as possible and then sharing this with the other applications in the TaxCalc suite.

The data entered is used to pre-populate sets of accounts, tax returns and VAT returns. Data all comes back from these sources, being made use of within mail merges and reports.

Click on the picture, left, to see how TaxCalc Client Hub integrates with other TaxCalc software.

Client communications

Send your clients letters, emails and tax questionnaires by using our powerful Mail Merge and Questionnaire functions.

Clients can be selected specifically or using a Data Mine, which interrogrates the database to find clients that meet specific criteria.

Manage and control

TaxCalc Client Hub features task and deadline management, so you can assign work to staff, track their progress and ensure client deadlines are met.

The software also features a dashboard of tax return production progress and a powerful reporting function, with pre-built reports to track progress in detail.

A scalable solution

All of TaxCalc's software products are built on a single platform. Installation is straightforward, with easy deployment and online licensing.

A no-cost server option is available, providing many benefits of centralised data storage such as shared access and a single backup.


email support: support@taxcalc.com
phone support: 0345 5190 882
support hours: Monday - Thursday 9:00am to 5:00pm
Friday 9:30am to 5:00pm
Extended hours in January

Help is always on hand

We aim to make our software as easy to use as possible but for those times when you need us, you can be sure we're there. Our support is unlimited and provided at no extra charge.

And in January, when our customers need us the most, we extend our support capacity and hours more than anyone else. Our established team have both academic and practical accountancy experience, so you know that whatever your problem, we can find a solution.

Fully comprehensive, yet easy to use software

We believe that Practice Management software shouldn't be an expensive optional extra for your practice – it's fundamental to getting the best out of your TaxCalc software. That's why TaxCalc Client Hub comes free, as standard, with every TaxCalc software product.

Create and manage client records

As well as capturing name and contact information, TaxCalc Client Hub can be used to keep records on services charged, engagement status, AML events, notes and much more. And if you can't find a desired field, you can easily add your own.

Tasks, reminders and work tracking

Take control of the activity in your practice by creating and scheduling tasks for automatic assignment to staff, with deadline, reminders and completion progress. Accounts, tax and VAT work can be tracked according to any of a series of customisable task types and work statuses.

Mail Merge and Tax Questionnaire

Send bulk letters and emails via Microsoft Word. TaxCalc Client Hub comes complete with a library of standard engagement letters, written to the latest CCAB standards. Select and send clients a tax questionnaire to collect tax information in advance of starting their tax returns.

Reports

TaxCalc Client Hub features a wizard driven report engine, helping you to build reports based upon clients, tasks and work status.

The system comes with a number of pre-built reports to get you going quickly. Reports are powerful too - you can report on any field in your clients' records, make reports public or private and import/export templates.

Data Mine

As more data is captured by your TaxCalc software, you'll want to do more with it. Data Mine can be found in Mail Merge, Tax Questionnaire and Report functions and helps target clients that fit specific criteria.

Data Mine can also be used to check and validate client data. For example, finding all clients without a UTR.

Client Dashboards

TaxCalc Client Hub features a tax return dashboard, with a customisable client list table, helping you to see at a glance how many tax returns you have outstanding and the progress of work through your practice.

Client records themselves feature a customisable and printable 'at a glance' view of your client's core information.

Integration by default
 

As the core of the TaxCalc suite of products, TaxCalc Client Hub integrates tightly and shares the data you entered with the other applications in the range.

TaxCalc Client Hub ties together related processes. For example, marking a client as being new to your firm can automatically create a 64-8 and engagement letter.

Other useful HMRC forms
 

TaxCalc Client Hub features an updated library of additional HMRC forms:

  • SA1 - (Registering for Self Assessment)
  • FBI 2 - (Authorise an agent to use PAYE/CIS online services)
  • Both online and offline 64-8 - (Authorise your agent)
  • SA303 - (Self Assessment claim to reduce payments on account)
  • CWF1 - (REgistering as a Sole Trader)
  • CT41G - (Registering for Corporation tax)

Scalable server version at no extra cost

Gain the benefits of storing your data centrally with our no-cost server option.

Installation is incredibly straightforward, with easy deployment, online licensing and automatic configuration.

Features in detail

TaxCalc Client Hub is replete with features that are designed to help you run your practice.

Clients

 

  • Customisable client list table with search and filter options
  • 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
  • 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 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

 

  • SimpleStep driven process to guide you through creating a Mail Merge
  • Save Mail Merges for future use
  • Select all clients, specific clients or build a Data Mine 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

 

 

  • 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
  • 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, tasks or work statuses (accounts, tax, VAT)
  • Select all clients, specific clients or build a Data Mine to target clients meeting given criteria
  • 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

 

  • 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

 

 

  • 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

 

 

 

 

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

TaxCalc for all firms

We recognise that practices in the UK come in all shapes and sizes.
That's why we offer a wide range of Unlimited and smaller pre-built packages to suit your client base.

Whether you opt for your TaxCalc software to be supplied in standalone or server versions,
they both cost the same and come with free, unlimited support.
 

Standalone

Suitable for startups and those working on their own:

  • Local database with option to store tax returns in your own file system or cloud storage (e.g. DropBox)*.
  • Designed for a single installation. For multiple standalone machines please contact our team on 0345 5190 883.
  • Available for Windows.

 

* Note that tax returns stored outside of the database will not be included in backups. If you move a tax return file, you will be required to help TaxCalc relocate it.

Server

Suitable for multi-staff offices at one or more locations:

  • Central database to store and coordinate all your practice data in your office.
  • Easy to use installer. One option for the server (which will auto-configure itself to run as a service on your network) and another option for each of the computers on your network.
  • TaxCalc's server software is designed to run over modest, lightweight hardware. You don't even need a dedicated server. In simple setups, you just need to bless one computer on your network with the database and TaxCalc takes care of the rest.
  • TaxCalc's software is optimised to run over VPN, so connecting in from remote locations provides superb performance.
  • Concurrent user model means that you can install software on as many computers as you like.
  • Two concurrent users allowed out of the box with additional users available to buy at just £55 per user.
  • Back up all of your clients' accounts, tax returns and other practice records in one go.

If your practice's circumstances change, we can migrate you from the standalone version to the server version. Please call us on 0345 5190 883 to discuss.

TaxCalc and Your Practice - A Short Guide

There's no need to be daunted at the prospect of change: hundreds of practices are moving to TaxCalc and are enjoying the benefit of one integrated software provider.

To learn more about how your practice can install, license and maintain TaxCalc, we've written detailed guide about this, together with an insight into the technology and user interface design of the software.

Download

TaxCalc in action

We believe that Practice Management software shouldn't be an expensive optional extra for your practice -
it's fundamental to getting the best out of your TaxCalc software. That's why TaxCalc Client Hub comes free,
as standard, with every TaxCalc software product.

Your clients are accessed from the main Client screen.

You can customise the client table, showing columns of information (such as work status). Use the tax dashboard to keep track of tax return progress.

Whenever you open a client in TaxCalc Client Hub, you will see a summary of key information about them.

This screen can be customised on a per client basis and printed for your paper records.

Setting up tasks is easy with TaxCalc's wizard.

Tasks can also be scheduled from within the client's record and referenced with key dates, such as the accounting year end.

TaxCalc Client Hub is provided with a range of template letters, neatly organised by type.

You can easily add to the range of templates provided, each written to CCAB standards.

Help your clients to organise their records prior to starting their tax return by sending them a questionnaire.

New clients can be sent a blank questionnaire whilst existing clients can be based upon last year's return.

As well as using the Clients screen to keep on top of work progress, TaxCalc Client Hub features a comprehensive reporting function to create a variety of reports.

Frequently asked questions

The questions below provide immediate answers to many aspects of TaxCalc Client Hub.
If you have any further questions, please call 0345 5190 882 or email sales@taxcalc.com

Does TaxCalc work on
Windows 10?

Yes. TaxCalc's software has been fully tested with Microsoft's latest operating system and we can confirm that it does indeed work with Microsoft Windows 10. For a full compatibility list please see the System Requirements for TaxCalc.

Does TaxCalc work on Apple Macs?

Yes. TaxCalc will run on any 64-bit Macintosh running Mac OS 10.7 or higher.

Does TaxCalc work on Linux?

Yes. TaxCalc will run on any 64 bit kernal 3.2(or higher), Debian (e.g. Ubuntu) or Redhat based distributions.

Will you release a server
version for Apple Macs?

We will wait to gauge the popularity of the standalone version before deciding whether there is enough support to embark upon creating a server version. Again, please email our support team at support@taxcalc.com to register your interest.

How do I get
TaxCalc Client Hub?

TaxCalc Client Hub is provided as a module at no extra cost when you buy either TaxCalc Accounts Production or TaxCalc Tax Return Production.

Can I buy TaxCalc Client Hub
on its own?

No. You will need to buy either of the products above to obtain TaxCalc Client Hub.

If you cannot find the product you are looking for, please call us on 0345 5190 883 or email sales@taxcalc.com.

How many clients can be
stored in TaxCalc Client Hub?

The database can store as many clients as you like and theoretically, is unlimited. TaxCalc Client Hub is not limited by restrictions placed on other products, so for example, your database could hold 80 clients whilst you have an Accounts Production licence for 50.

 

 

Choose your TaxCalc


We believe that Practice Management software is so crucial to the running of a practice that we provide TaxCalc Client Hub as part of any integrated software purchase.


TaxCalc Accounts Production




Features online filing to Companies House and is build to handle all XBRL tagging automatically. TaxCalc Accounts Production effortlessly prepares fiancial statements for limited companies, LLPs, sole traders and partnerships.

Wih integration and direct sharing of data, TaxCalc Accounts Production is perfect stablemate to our award winning line of tax software.


Learn more

TaxCalc Tax Return Production




Our products cater for Individual, Partnership, Corporate and Trust returns with a range of scalable solutions to suit practices small and large.

Learn more



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