Knowledge Base
Knowledgebase Support HMRC Useful links
Knowledgebase home
Tax Return Production
Accounts Production
Client Hub
Practice Management
VAT Filer
CloudConnect
Anti-Money Laundering
Support home
Hot Topics
SimpleStep Guides
Release Notes
Technical
Known Issues

HMRC Status
Useful Links
MTD for Agents MTD for Businesses What is MTD
Preparation
Agent Services Account
MTD for VAT
MTD for Income Tax
MTD for VAT
Digital Record Keeping
Quarterly Updates
Step-by-step Guide
HMRC's MTD Timeline
TaxCalc's MTD Journey

Practice Manager Plus

Advanced integrated practice management.

From £40.00

Buy Now

The practice management solution
that puts you in control

Want to work smarter, faster, be more organised and in complete control? Integrating with your TaxCalc suite, Practice Manager Plus is the solution for managing compliance services in your practice.

With advanced workflow, deadline and task management, you’ll banish bottlenecks, identify inefficiencies and automate time-consuming tasks to boost productivity and up your game.
All from just £40 a user per year.

Game-changers

Statutory deadline management

Statutory deadline management

Manage tasks based on statutory deadlines.

Task automation

Automation

Build automatic triggers and transitions into your workflow.

Workflow templates

Streamline processes

Use preset workflow templates or customise your own.

Practice Manager Plus. Perfect for growing practices. Essential for larger ones.

Buy now More features

Thinking of switching?
Find out how TaxCalc can power your firm.

To talk to us about your practice software needs or schedule a demonstration
email our Sales Team or call us on 0345 5190 883.

Trial the TaxCalc suite

Our Free 14-Day Trial does not include Practice Manager Plus,
AML Centre, GDPR Centre, Document Manager or CloudConnect.

Features

Working alongside Practice Manager, Practice Manager Plus gives you the functionality of sophisticated PM systems for considerably less.

Advanced workflow

Power through jobs and tasks

Practice Manager Plus makes it easy to reorganise workflow, implement improved processes and keep tighter reins on job progress, freeing you up to grow your practice:

  • Make sure you meet all statutory deadlines. Create templates based on key tax and accounting dates and apply them to multiple clients
  • Create jobs and set up the tasks required to execute the job. Completing a tax return? Create it as a job, then set up the tasks required to complete the job efficiently
  • Customise the workflow for each job. Set up templates with all the required tasks and reminders, so you and your staff can simply follow the same process time and time again
  • Auto-populate dates from information already in TaxCalc.
  • Save admin time by setting up automatic notifications for regularly recurring jobs, such as VAT or tax returns
  • Assign tasks to specific members of staff
  • Identify bottlenecks and remove them. Assign multiple staff members for different jobs to keep the job moving through your practice
  • Customise events and transitions – if for example, the event is ‘submitting a set of accounts’ you can specify as many outcomes as you like for that event, such as changing overall job status, task status, assignee to that job – and notifiying users of those changes.

Dashboards

Get the complete picture

With Practice Manager Plus, you are in command of all you survey.

Multiple dashboards

  • Gain an overview of all activity and information in one handy snapshot
  • Organise information in whatever way you want
  • Set up different dashboards to monitor particular functions
  • Share with different users in the practice.

Private dashboards

  • Set up different dashboards to monitor particular functions for personal use
  • Maintain tight control over specific workloads.

Public dashboards

  • Display and share information with all staff
  • Ensure consistency across your practice.

Multiple offices

Flexibility comes built-in

Some members of your staff may be based in different offices. They may work in more than one office. They may need to collaborate on jobs between offices. Another great asset of Practice Manager Plus is that it effortlessly manages staff, clients and jobs across multiple offices.

  • Create separate bank details and filing credentials for different offices within the same firm for easier administration
  • Assign users to multiple offices, so you can cater for staff who work from more than one office
  • Assign clients to a certain office.

System requirements:


An internet connection is needed in order to license your product and to file online to HMRC.

Minimum screen resolution: 1024 × 768

Server installation:

  • One of the following versions of Windows:
    • Microsoft Windows Server 2016
    • Microsoft Windows Server 2012
    • Microsoft Windows Server 2008
    • Microsoft Windows 10
    • Microsoft Windows 8.1
    • Microsoft Windows 8
    • Microsoft Windows 7
  • Appropriate hardware to run the above operating system
  • Adobe Reader version 9.0 or higher
  • Microsoft Office 2010 (for export to Word and Excel)

Standalone/client installation:

Windows

  • One of the following versions of Windows:
    • Microsoft Windows 10
    • Microsoft Windows 8.1
    • Microsoft Windows 8
    • Microsoft Windows 7
  • Appropriate hardware to run the above operating system
  • Adobe Reader version 9.0 or higher
  • Microsoft Office 2010 (for export to Word and Excel)

Macintosh

  • Intel Macintosh running Mac OS 10.12 (Sierra) or higher
  • Microsoft Office 2010 (for export to Word and Excel)


Linux

  • 64 bit kernel 3.10 (or higher), Debian (e.g. Ubuntu) or Redhat distributions
  • GUI
  • Office productivity software (for Word and Excel exports)

Practice Manager Plus videos

Take a few minutes to familiarise yourself with Practice Manager Plus
to see the full benefit it could bring to your practice.

Creating a dashboard

Set up a dashboard in TaxCalc to display your key metrics.

Setting up job templates

Configure your workflow with custom or default templates.

Starting a job for a client

Start a job for a client from your workflow.

How to set up multiple offices

Set up and define the various offices you and your team work from.

Frequently asked questions

Below you'll find answers to questions you may have about Practice Manager Plus.
If you'd like to know more, please call us on 0345 5190 883 or email sales@taxcalc.com.

Getting Started with Practice Manager Plus

Getting started with Practice Manager Plus

Create, custiomise and co-ordinate all of your work in just a few simple steps.

What does Practice Manager Plus include?

Practice Manager Plus provides additional workflow tools to automate and manage your practice. Please see our feature comparison to see the enhancements it provides.

Can I buy Practice Manager Plus on its own?

No. You will need to buy one of our practice products as Practice Manager Plus requires Practice Manager to function. To purchase Practice Manager Plus please see our Versions and Prices page.

Please call us on 0345 5190 883 or email sales@taxcalc.com if you require help with purchasing.

What do I have to do to get set up and start using Practice Manager Plus?

Please see our getting started guide for Practice Manager Plus.

How many users can use Practice Manager Plus?

Practice Manager Plus is licenced on a per user/per year basis, so you need to purchase the number of users that will use the software. Please see our Versions and Prices page.

Where has Client Hub gone?

Client Hub has been renamed to Practice Manager. All of the functionality you are familiar with still exists. You’ll even find some useful additions.

If I stop using Practice Manager Plus, will my Jobs still be available?

Once your licence has expired, you’ll still be able to access and progress any open Jobs up to completion. However, it will not be possible to create or activate any new Jobs. You can create or activate a corresponding standalone Task for the same type of work to use our standard Practice Manager functionality.

What type of Jobs can I create?

You can create Jobs for almost anything you need to track progress on. To create a Job, simply select from a customisable list of client and non-client activities. For common Jobs, you can apply a Job template or just create ad-hoc Jobs that may need to change over time.

To get you started, we‘ve provided several templates that set workflows for key jobs. You can also construct your own templates, letting you work exactly as you need to.

What is the difference between a Job and a Task?

Jobs are only available within Practice Manager Plus and contain baskets of tasks that act as stages of the Job, ideal for transitioning through a workflow. For example, a tax return is a job and can contain tasks such as requesting tax return information from the client, receiving tax information, preparing the tax return and submitting the tax return to HMRC. Having separate tasks allows you to manage and report on the progress of your work more accurately and effectively.

Where a staged approach is not required, standalone Tasks can be created. Tasks have an assignee and a status and can be used for an item of work e.g. a tax return or a meeting, they don’t have separate manageable stages though.

Is a free trial available for Practice Manager Plus?

No. A trial for Practice Manager Plus is not currently available although we will be looking at the possibility of providing a trial in the future. If you haven’t already, please take a look at our Videos for an overview of some of the smart features that Practice Manager Plus includes.

To find out more, please call us on 0345 5190 883 or email sales@taxcalc.com.

Choose your TaxCalc


Please select from the options below to build your TaxCalc Practice Manager Plus order.
Practice Manager Plus£40.00

Enhanced practice management features, including advanced workflow and multiple dashboards.

Includes one user as standard, plus a hub administrator.


Options
Additional Users£40.00

Add more users that can use Practice Manager Plus.

Additional users purchased during an existing Practice Manager Plus licence period will not be added to any existing payment plans, you will be required to pay for the incremental users in full.

Subtotal
0

VAT will be calculated in the next step.