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Step-by-step Guide

Practice Manager Plus

Advanced integrated practice management.

From £44 per year

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Take a Trial

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, SimpleStep® checklists, 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 £44 a user per year.


Workflow templates

Streamline workflows and processes

Break down the stages of your work to increase visibility.

Task automation


Build automatic triggers and transitions into your workflow.

Statutory deadline management

Statutory deadline management

Manage tasks based on statutory deadlines.

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

Buy now More features

See TaxCalc in action

Find out how TaxCalc can switch on your digital practice.

Start a free 14-day trial and see for yourself.

Try everything! See for yourself how easy TaxCalc is to use.

Take a trial

No payment card required

Get a quote

Get a quote and see how much you could save.

Get a quote

Call us about your practice software needs.

Find out more about what TaxCalc can do for your practice.

Speak to our Sales Team

0345 5190 883


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

Practice Manager Plus - Features

Practice Manager Plus

Feature overview

Advanced workflow and checklists

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
  • Use a Template to start a Job and use any changes on recurrence (ideal for non TaxCalc work such as Payroll).
  • 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 the job/tasks to specific members of staff or select Portfolio Manager to auto assign to the correct user on job creation
  • Identify bottlenecks and remove them. Assign multiple staff members for different jobs to keep the job moving through your practice
  • Customise tasks with automation so you don't have to manually update them - for example, when submitting a set of accounts automatically change the job/task status to complete or notify another user of the change.
  • For simple workflows or processes create SimpleStep® checklists to make sure no steps are missed


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)
  • If you wish to operate TaxCalc in a hosted desktop environment (such as Remote Desktop, Citrix or Terminal Services) please refer to our Specifications Knowledge Base article for advice

Standalone/client installation:


  • 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)


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



  • 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

Getting started with Practice Manager Plus

Create, customise 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 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?

Yes, Practice Manager Plus is included as part of the free 14-day trial. If you would like to know more about Practice Manager Plus, please call us on 0345 5190 883 or email

Choose your TaxCalc

Please select from the options below to build your TaxCalc Practice Manager Plus order.
Practice Manager Plus£44.00

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

Includes one user as standard, plus a hub administrator.

Additional Users£44.00

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.


VAT will be calculated in the next step.