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Why firms choose Engager"In short, if you're an accountant and not using Engager, you're missing a trick. It's an invaluable tool that has significantly improved our operational efficiency and client service."Jason Holden, Founder, Holden Associates
Integrations / TaxCalc
+TaxCalc integration for UK accountants
Client data syncs both ways between TaxCalc and Engager, and accounts and tax returns can be saved straight into Engager.
See it in action
Watch the TaxCalc integration
Benefits of integrating
TaxCalc handles your tax returns and accounts. Engager handles your clients, jobs, engagement letters and client portal. Linking the two means client details are entered once and stay the same in both systems.
For linked clients, finished accounts and tax returns can go straight into an Engager folder, ready to send for e-signature or for the client to view in their portal.
How it works
Phase one of the Engager and TaxCalc integration is live now. It brings your tax and accounts software and your practice management closer together.
Two-way client data sync (live)
Client data syncs both ways between TaxCalc and Engager, so your records stay consistent across both systems. You can link existing clients and their details then sync automatically.
Send documents from TaxCalc to Engager (live)
For linked clients, accounts and tax returns created in TaxCalc can be saved straight into an Engager folder. From there you can request an e-signature or let the client know the documents are ready in their portal.
Planned for later phases
Further phases are planned, including opening either system from the other in one click, showing key tax information such as UTRs and filing statuses in Engager client profiles, and using Engager forms to collect client data that populates TaxCalc. We will announce each one when it is available.
How to get started
Phase one of the integration, two-way client data sync, is live and available to use.
Start a free 28-day trial of Engager. No card details required.
Questions
TaxCalc integration FAQs
How does the TaxCalc integration work?
Phase one is live. Client data syncs both ways between TaxCalc and Engager, so information entered in one system updates automatically in the other.
Can I bring my existing TaxCalc clients into Engager?
Yes. You can link existing clients, and their details then sync automatically between TaxCalc and Engager.
How can I tell if a client is linked?
A linked client shows a coloured, selectable Engager logo in TaxCalc.
Can I send documents from TaxCalc to Engager?
Yes, for linked clients. In a tax return or annual accounts module, go to Check and finish, select Send to Document Manager and choose Engager.app. Then pick the documents and the Engager folder to save them in. From Engager you can request an e-signature or notify the client. See the help centre for step-by-step guidance.
Do I need both TaxCalc and Engager?
Yes. The integration connects TaxCalc with your Engager account. Engager is from £9 +VAT a month, with a free 28-day trial and no card details required.
What is planned after phase one?
Further phases are planned, and we will announce each one when it is available.
Where can I get help?
Visit the help centre, ask in our Facebook community or email support@engager.app.
More integrations
Works with the software you already use
Practice management, connected
One place to run your practice
Engager is practice management software for UK accountants and bookkeepers. Connect the tools you already use, then win, onboard and manage every client from one platform, from £9 +VAT a month with unlimited users.
Letters of engagement
Branded, compliant engagement letters with built-in eSignature.
Task management
Kanban boards and job phases that keep every deadline in view.
Client portal
A secure, branded place to share documents and collect signatures.
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“Moved over from another practice management system and I’m so pleased I did. My only complaint is why I didn’t do it sooner!”
“Finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing.”
“It keeps everything in one place, and has taken a lot of admin stress off our plate. It was built by an accountant for accountants, and you can really tell.”
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