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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 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.
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.