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Getting Started with WorkFlow

Article ID: 2983
Last updated: 23 Oct, 2024

WorkFlow is the enhanced integrated practice management solution everyone’s been waiting for. With TaxCalc’s Practice Manager (the enriched and renamed version of our trusted and popular Client Hub) working together with WorkFlow, you can take even more control of how your practice works by creating, customising and co-ordinating all of your Jobs and Tasks in just a few simple steps.  Whether you’re a new or existing TaxCalc user, it’s easy.

Need more Information?

For detailed information on setting up WorkFlow please see the Getting Started with WorkFlow guide.

After reviewing this guide, you may also wish to explore additional resources listed below:

  • Visit our website for a high level understanding of Practice Manager and WorkFlow.
  • For a detailed features list on how to use WorkFlow, see KB3066 - WorkFlow - Feature Overview guide.
  • For a full list of comprehensive WorkFlow guidance, see KB3057 - WorkFlow: Collateral.
  • You can also find extensive help within TaxCalc > Help > Contents > TaxCalc Help Manual.
Article ID: 2983
Last updated: 23 Oct, 2024
Revision: 13
Views: 3661
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