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Introducing TaxCalc WorkFlow

The next chapter in our journey of innovation and optimisation.

Formerly known as Practice Manager Plus, our flagship practice management solution has
evolved. With TaxCalc WorkFlow, embrace a suite of enhanced features meticulously designed to
optimise your practice efficiency and performance.

Can be executed in any sequence, simplifying complex processes and improving productivity.

WorkFlow features

WorkFlow features

Automated workflows

Customisable job templates

Automated task completion

Can be executed in any sequence, simplifying complex processes and improving productivity.

Suiting specific needs, ensuring consistency and accuracy in task execution.

Your details

Your practice or business details

Your current software packages

Reducing manual effort and minimising errors to increase efficiency

Suiting specific needs, ensuring consistency and accuracy in task
execution.

Reducing manual effort and minimising errors to increase efficiency

Internal & external deadline tracking

Providing greater control and accountability.

Configurable dashboards

Both public and private, offering comprehensive visibility within the practice, empowering teams to stay organised and informed.

Flexible
assignment options

For assigning jobs and tasks to individuals, roles, or departments, fostering collaboration and accountability.

* Required Field

Providing greater control and accountability.

Both public and private, offering comprehensive visibility within the practice, empowering teams to stay organised and informed.

For assigning jobs and tasks to individuals, roles, or departments, fostering collaboration and accountability.

Seamless integration with the TaxCalc suite

Seamless integration with the TaxCalc suite

WorkFlow seamlessly integrates with our other practice management solutions:

The next chapter in our journey of innovation and optimisation.

Practice
Manager

Practice Manager

Communications Centre

Time

Communications Centre

Time

Client database with advanced data mining tools.

Client database with
advanced data mining tools.

Build and schedule outbound
email communications,
reminders, and targeted
marketing campaigns.

Build and schedule outbound email communications, reminders, and targeted marketing campaigns.

Track team utilisation on each
stage of the workflow across
all TaxCalc applications.

Track team utilisation on each stage of the workflow across all TaxCalc applications.

Learn moreLearn moreLearn more

* Included free with core tax and accounts solutions.

* Included free with core tax 
and accounts solutions.

Introducing TaxCalc WorkFlow

The next chapter in our journey of innovation and optimisation.

Formerly known as Practice Manager Plus, our flagship practice management solution has
evolved. With TaxCalc WorkFlow, embrace a suite of enhanced features meticulously designed to
optimise your practice efficiency and performance.