Presenter
Unlock the full potential of your TaxCalc practice management tools with our free, interactive webinars. Whether you’re looking to streamline workflows, improve client communication, or track your time effectively, we’ve got you covered.
Dean Shepherd CTA FMAAT
Director of Customer Education & Engagement, TaxCalc.
With over 20 years’ experience as a practising accountant and chartered tax adviser, Dean is responsible for customer education and engagement at TaxCalc. In 2004, he launched a niche digital accounting practice which he sold in 2016 prior to making a move into tax and accounting technology.
Welcome to the TaxCalc Practice Management Bootcamp!
Our expert training team is here to guide you through each product, share best practices, and answer any questions you have. These bite-sized, 20-minute sessions will help you make the most of your TaxCalc software and transform the way your firm operates.
Bootcamp Agenda
Our bootcamp is designed for flexibility, allowing you to join the sessions most relevant to your firm. You can attend one, two, or all three webinars, depending on your needs.
Why attend?
Expert Guidance: Learn directly from our TaxCalc training team.
Practical Tips: Actionable insights to implement in your software.
Interactive Q&A: Ask questions and get personalised advice.
Don’t miss this opportunity to master these tools and take your practice to the next level. Register now to secure your spot.
Next Bootcamp:
Wednesday 12th March
#1 TaxCalc WorkFlow:
Master Task and Deadline Management
2.00 PM
Learn how to efficiently track tasks, manage deadlines, and ensure nothing slips through the cracks. This session covers setting up tasks, jobs and checklists, and reporting on work in progress for full practice visibility.
#2 Communications Centre:
Stay Connected with your Clients
2.30 PM
Seamless communication with clients is crucial for a well-run firm. In this webinar, we’ll show you how to use Communications Centre to generate custom client lists, send bulk messages, and keep track of client correspondence, all from one platform.
#3 TaxCalc Time:
Take Control of Your Practice's Time Management
3.00 PM
Time management is key to maximising productivity. This session will focus on using Time to track billable hours, generate time reports, and improve your overall time-tracking accuracy.
