Training and onboarding
Training and onboarding
Tailored, Expert-Led Training for Your Team
Learn how to use TaxCalc like a pro
Tailored, Expert-Led Training for Your Team
Whether you're new to TaxCalc or looking to unlock its full potential, our training will empower you and your team to work smarter and faster, driving productivity and profitability. We provide in-depth training on all the essential TaxCalc products, outlined below, with live online sessions led by our expert team.
Each session is tailored to your pace, ensuring a comfortable learning experience. We'll guide you through all the essential elements needed to optimise your use of the software, focusing on the features most relevant to you. Our aim is to be as flexible as possible, helping you get the most out of TaxCalc.
A comprehensive walk through of our flagship Tax Return Production solution.
3 hour block
Tax Return Production
Accounts Production
A comprehensive introduction and best practice session for users of our award-winning accounts production tool.
3 hour block
Practice Manager & Reporting
An overview of the central practice management functionality that comes with TaxCalc as standard.
3 hour block
eSign Centre
Our integrated eSign Centre module allows you to send secure envelopes of documents to clients for quick and simple electronic signature.
30 minute block
Time
Using Time in TaxCalc allows you to record an accurate representation of how long each client job takes to complete, alongside the relevant charge.
30 minute block
Communications Centre
Discover the features and best practice for our email management tools.
2 hour block
AML
A comprehensive walkthrough of our Anti Money Laundering tools including both the AML Centre (process management tool) and the supplementary ID verification process.
1 hour block