TaxCalc classic practice management tools

Practice Manager ties together all your related processes. For example, marking a client as being new to your firm can automatically create a 64-8 and engagement letter. And most importantly, it makes client management easier.

• Customisable list of clients and contacts with a selection of default views or create your own
• Add columns for key client information e.g. UTR, Phone number or a client’s latest work period/status/deadline
• Quick filter by client type or search or use our powerful data mining tool for advanced filtering
• Access any work module or client record from one central list

As well as providing a central client list, Practice Manager can be used to keep records of key information including contact information, services offered, AML events, client notes, GDPR content and much more. If a field isn’t available just add your own.

• Record detailed information about clients and their businesses
• Stay on top of GDPR consent management by recording clients’ marketing preferences
• Track individuals’ trading and property businesses for MTD.
• Pre-populate sets of accounts, tax returns and VAT returns. Data all comes back from these sources and can be used within mail merges and reports.

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, VAT – all work performed in TaxCalc can be tracked according to any of a series of customisable task types and work statuses.

• Create Tasks to assign work
• Use Work Statuses to keep track of assignments in progress
• Manage your due dates and ensure client deadlines are met

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

The system comes with 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.

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

With a complete with a library of GDPR friendly engagement letters, written to CCAB standards, and many more templates to choose from (or create your own), Product Manager gives you plenty of tools to improve client communications:

• Use Practice Manager and Communication Centre to send letters in bulk (via Microsoft Word) to clients
• Use mail merge templates for engagements, terms of business, approval of work, and more
• Use tax return data to send a Tax Client Questionnaire, including a covering letter, to collect tax information in advance of starting their tax returns

As more data is captured, you’ll want to do more with it. Practice Manager is here to help.

Data Mine

Data Mine offers powerful and flexible querying options and can be used to check and validate client details. This includes tax and accounts values, so you can truly understand your client base, thereby helping you to make informed decisions about your clients. Data Mine can also be used within Mailing Lists, Tax Client Questionnaires and Reports to help target clients that fit specific criteria.

Dashboard

We hold a lot of useful data inside of the TaxCalc suite including accounts, tax returns, client’s details and tasks. Dashboards improve the way you work day-to-day within Practice Manager. Make your task list interactive, easily getting you to the tasks you need to complete, without having to waste time selecting the client or specific period your task relates to. Plus:

• Get real time updates on key information relevant to your or your practice as a whole
• Dynamically updated information keeping your finger firmly on the pulse of the practice / or
• Be informed with dashboards tailored by you that surface the critical urgent items /bottlenecks you care about from the noise / BAU

Stay in control of staff, clients and work across multiple offices.

• Create separate bank details and filing credentials for different offices
• Assign users to a specific or multiple office(s)
• Assign clients to a specific office
• Restrict user access to clients of a specific office

Minimise the time it takes to onboard new clients onto TaxCalc.

• Create new clients directly from Companies House database

   

• Pre-populate company name, number, registered office address and SIC code from the public record

• Pre-set usual year end date, confirmation statement date and incorporation date from the public record

• Pull down all officers of the company, past and present, together with their appointment and termination dates

• Choose whether officers are to be clients, contacts or already exist in the TaxCalc database

• Choose whether to populate officers with their service address

Ensure your client data, and the public record, are always fully up to date.

• Check data validity at any time using our Companies House Sync Wizard
• Print a summary report comparing locally held data with that on the Companies House record
• Choose whether or not to update the TaxCalc database with information held by Companies House
• Use TaxCalc Check and Finish®  validation to clearly identify any data mismatches
• Update Companies House with any recent changes using TaxCalc Companies House Forms
• TaxCalc Accounts Production will verify company name and accounting period end date match Companies House in order to avoid a filing rejection

Download details of company officers and people with significant control, including past and present appointments, without manual checking. 

Pull data directly from Companies House to reduce transcription errors and inconsistencies across records. 

Use live data to help keep company information accurate over time, rather than relying on periodic manual updates.