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NEW

Practice Management

Power. Control. Profitability.

Practice Management

Practice Management solutions, reinvented.

Take control of your practice and boost productivity with our re-engineered and enhanced practice management toolkit.

Client Hub, renamed Practice Manager, remains the administrative powerhouse of your practice, creating efficiency across the board.

Practice Manager is now complemented by Practice Manager Plus, which will offer sophisticated workflow tools, along with new dashboards and widgets for a snapshot view.

Time - another new module enables you to effortlessly and accurately monitor, record and report time across your practice.

Register your interest.

Stay connected by registering your details and we’ll keep you informed about our new Practice Management products.

Register your interest

We'll only use this information to let you know about our new Practice Management tools.

Power your practice.

Included when you purchase any TaxCalc product

Practice Manager

Our renamed version of our trusted Client Hub. With its powerful administration, client information and practice management tools, Practice Manager will soon become the heartbeat of your practice. Included as standard with any TaxCalc product.

Client Records

  • Record detailed information about clients or contacts
  • Stay on top of GDPR consent management by recording clients’ marketing preferences
  • Track individuals’ trading and property businesses for MTD

Tasks

  • Create Tasks to assign work
  • Use Work Statuses to keep track of assignments in progress

Mail Merge and Tax Questionnaire

  • Send letters and emails to clients
  • Use templates for engagements, terms of business, presentation of accounts etc
  • Use tax return data to send a Tax Questionnaire, including the covering letter
Practice Manager

Reports

  • Produce detailed, interactive reports
  • Export reports to Microsoft Word, Excel and PDF formats

Companies House Advanced Integration

Quickly onboard new Limited Company clients, manage client relationships and be sure your clients’ data is accurate and up to date.

More about Companies House Advanced Integration

Take control.

From £40 per user

Practice Manager Plus

The integrated practice management solution everyone’s been waiting for. With its sophisticated workflow tools, along with new dashboards and widgets, Practice Manager Plus* gives you the functionality of sophisticated PM systems at an affordable price.

Advanced Workflow

  • Create jobs (such as completing tax returns) and break them down into a series of tasks (such as sending out engagement letters)
  • Set Task Start or Due Dates
  • Set reminders
  • Automate steps using event triggers to progress your jobs or tasks
  • Set default job templates for the services you offer

Client Record Updates

  • View a client’s active jobs and/or tasks from within the Client Record
  • Apply job templates to services rendered for a client
Practice Manager Plus
  • Job Scheduler allows you to easily start recurring jobs, following standard workflows

Multiple Dashboards

  • Create multiple dashboards with different sets of widgets to see a quick overview of different areas of your practice
  • Create and share dashboards that you’ve created with other users or create private dashboards for personal use

* Coming soon

Make the most of your time.

From £20 per user

Time

Track chargeable and non-chargeable activity against time spent, generate and analyse reports for billing, gain visibility of client profitability and staff performance. Brought to you by our new Time module*.

Auto timetracker

  • Integrate time tracking into your work, whatever task you’re working on. If you’re flicking between several tasks, it’s still super-easy to track time spent on each.

Time logs

  • Obtain customised and granular breakdowns of time spent
  • Log time against specific clients, specific items of work, holidays, billable and non-billable hours
  • Invoice accurately; track budgeted fees versus costs; compare productivity of staff members
  • Assess performance of staff and your firm
Time tracking

Approvals

  • Set up a hierarchy for timesheet approvals
  • View the history of timesheet submission and approval

Time reports

  • Produce specific reports
  • Get a breakdown of all time logs per day/by client/ by billable/non-billable

* Coming soon

Register your interest.

Stay connected by registering your details and we’ll keep you informed about our new Practice Management products.

Register your interest

We'll only use this information to let you know about our Practice Management products.