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:

One-Way Sync (For Now)

In the first phase, client data will flow from TaxCalc into Engager, keeping your records consistent across both systems. A two-way sync is already planned, ensuring seamless data movement both ways in the near future.

Launch Either System in One Click

Access TaxCalc or Engager from within either platform, making it easier than ever to move between tasks without breaking your flow.

Tax Data Where You Need It

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.

Share Tax Returns Through the Client Portal

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.

Smart Forms That Populate TaxCalc

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.