Stay in control of risk and regulation, while maintaining consistency across your firm.
Manage compliance consistently, whatever your firm size. These accounting practice compliance tools help you reduce risk, meet regulatory obligations and maintain clear audit trails across your firm.
Firm-wide anti-money laundering (AML) compliance and client due diligence, with proactive prompts that keep your team on track. Simple reporting for compliance inspections. Fully integrated with your TaxCalc clients.
Know your client the easy way – fully integrated ID verification, buy only the number of searches you need. Backed by global leader in ID checking Equifax.
Easily onboard and verify client identities with fast biometric checks. Advanced facial recognition and document verification reduce fraud risk, and the workflow also supports Companies House identity verification requirements when needed.
Demonstrate your compliance by documenting your firm's personal data policies and procedures; and respond quickly and effectively to any Data Breach or Subject Access Request.
Manage compliance with greater confidence and less disruption. Our compliance software for accounting practices helps you apply consistent processes, reduce risk and stay prepared for regulatory scrutiny.
Supporting you in all areas of AML compliance and document evidence, including all areas of client due diligence and firm-wide compliance.
Incorporates tools to perform verification of clients, including AML identity checks, PEPs and Sanctions screening, and biometric Identity checks.
SimpleStep® walks you through the AML workflow, stage by stage, while Check and Finish provides a reassuring second pair of eyes, reviewing your work and flagging any errors.
See where risk sits across your practice at a glance. Centralised oversight helps partners stay in control, spot gaps early and ensure nothing is missed as regulations and client profiles change.
“We've been using TaxCalc for 14 years. In terms of features that stand out, it's the ease of use and intuitive user interface. It's very easy to pick up.”
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“With the Communications Centre and eSign features, client interactions have become quicker and more professional.”
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“The HMRC authority request is great – a simple but hugely helpful tool. Tasks that used to take ages are now much quicker.”
“Features like Jobs & Tasks have helped us stay on top of deadlines and manage work more effectively.”
“Just do it. Take the plunge! You definitely won’t regret leaving your old software behind.”
“I can't think of a better balance of software quality and price on the market that I've used.”
“I’m going to say we’re 20% quicker with TaxCalc, probably even 30% quicker.”
“The most obvious impact TaxCalc has had on our practice is the workflow module… we previously had to rely on spreadsheets.”
Handle compliance tasks without juggling disconnected systems. Our compliance software for accounting practices brings risk management, documentation and communication together, so your firm stays organised and inspection-ready.
Get reassurance when regulations change or questions arise. Your compliance software for accounting practices is backed by unlimited UK based support, so help is always on hand when you need it.
Take a look at our helpful guides and webinars to further boost your compliance.
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