Tax Calc & Workiro
Maintain a single source of truth for practice data
Automatically sync Tax Calc clients with Workiro connections. Client name updates flow instantly between systems. Create a unified client database that eliminates data duplication and inconsistencies. Ensure your practice operates from one comprehensive, accurate client record across all systems.
Smart document storage
Click a button in Tax Calc to store documents directly in Workiro, automatically classified against the correct client. Every tax computation, return, and supporting document finds its proper place without manual intervention. Maintain consistent filing conventions across your entire practice. Reduce time spent on document management and eliminate misfiling errors.
Automatic email capture
Store all tax correspondence automatically through our Outlook integration. Every email relating to tax matters is captured and filed against the correct client record. Ensure HMRC communications, client queries, and tax-related discussions are systematically archived. Build complete audit trails for compliance whilst eliminating manual email filing.
Complete client visibility
Instantly retrieve entire client files from a single location in one click. View historical tax returns, current calculations, and all related correspondence in one centralised system. Prepare for client meetings, HMRC enquiries, or compliance reviews with everything at your fingertips. No more searching through multiple systems or folders for critical information.
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