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We’re thrilled to announce our integration with TaxCalc, one of the UK’s most trusted names in tax, accounts, and compliance software. This partnership brings together Engager’s powerful practice management tools with TaxCalc’s robust compliance solutions, creating a unified platform designed to streamline your workflow and enhance client service.
We’re building something special. A deep, powerful integration between Engager and TaxCalc that will bring your compliance and practice management tools closer together than ever before.
Here’s what’s coming soon:
In the first phase, client data flows seamlessly between TaxCalc and Engager, keeping your records consistent across both systems.
Access TaxCalc or Engager from within either platform, making it easier than ever to move between tasks without breaking your flow.
Key tax information from TaxCalc, such as UTRs and filing statuses, will automatically appear in client profiles within Engager. Even better? You can use these data points as placeholders in emails, ensuring accurate, personalised communication at scale.
Documents like accounts and tax returns, created in TaxCalc, can be uploaded straight into the Engager client portal, ready for clients to view, download or e-sign. No more clunky document handling.
Use Engager forms to collect essential client data, like self-assessment details, and send it directly into the relevant fields within TaxCalc. Perfect for bulk data gathering and a game-changer for busy tax seasons.
Phase one of the integration is now live and available to use. It consists of a seamless two-way integration.
Register for a free trial of Engager here: Free 28-Day Trial