See every job, deadline, client request and team responsibility in one place. TaxCalc and Engager help growing accounting firms replace scattered spreadsheets and manual chasing with clear, connected workflows.
Practice management and workflow software
Run your practice with the full picture.
What good looks like
A calmer way to manage client work.
Effective workflow management gives your team a shared view of what is happening, what needs attention and what is coming next. Everyone knows who owns the work, when it is due and how far it has progressed.
Clear ownership
Every job has a responsible person, a deadline and a process, so work does not disappear into inboxes or spreadsheets.
Live visibility
Managers can see workload, progress and bottlenecks without asking for manual status updates.
Automated movement
Client reminders, internal actions and job progress can be triggered automatically, helping work keep moving.
Connected practice management
Bring the moving parts of your practice together.
TaxCalc’s practice management solution helps firms connect the day-to-day work that sits around tax and accounts production: proposals, onboarding, task management, client communication, file sharing, eSignatures, time and billing.
Full visibility across jobs
Track every job with Kanban task dashboards. See assignee name, due date, and stage at a glance, so you can spot bottlenecks before deadlines slip.
Automated client chasing
Request records, confirm deadlines, and send reminders without lifting a finger. Need to reach multiple clients at once? Bulk messaging lets you filter by service type, deadline, or any criteria you set.
One source of truth
Sync client data, job status, and documents across your system. Everything lives in one place, so there's no toggling between systems, no rekeying, and no duplicated entries.
The products behind the solution
The products that comprise the TaxCalc accounting practice management solution are available as standalone systems.
Engager
Engager is the core of TaxCalc's practice management and workflow solution, combining job tracking, automated client communication, and deadline management in one platform.
eSign Centre
eSign Centre is TaxCalc's electronic signature tool, simplifying document approval and tracking so clients can sign off on accounts, tax returns, and other documents quickly.
Why accountants love Engager for practice management
“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.”
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“The data migration – transferring the client lists with addresses, directors and all the other details - was slick.”
“It was a complete no-brainer to use TaxCalc. We love the error checking, it’s just so helpful.”
“TaxCalc has significantly improved our workflow and overall efficiency, thanks to the intuitive interface and streamlined processes.”
“TaxCalc’s compliance checks are thorough in ensuring you follow a process that is very HMRC-compliant. It's very careful to follow correct HMRC guidance ensure you've completed everything. So, it gives us confidence in our job as well.”
Resources
Browse a selection of easy-to-follow guides and informative webinars to get the most out of your accounting practice management and workflow solution.
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