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Client Hub
How do I add a familiar salutation to Mail Merge letters?
It's now easier to add a personal touch to your Mail Merge letters. When you create a new client, you'll be asked for a Friendly Salutation. If you enter one, Mail Merge will use this instead of the standard 'Dear Mr/Mrs Smith', and so on. To add a friendly salutation to a new or existing...
rating 23 Feb, 2019 Views: 673
What is Advanced Security?
Advanced security is only currently available to customers purchasing CloudConnect , however if this is something that you are interested in then please register your interest by contacting support. Your TaxCalc customer account is currently accessed through an email address and password...
rating 28 Mar, 2017 Views: 656
How do I use TaxCalc's Encrypted PDF tool?
Encrypted PDF is an add-on product provided by TaxCalc, that allows a return to be saved as a PDF document and then encrypted with a password. This encrypted PDF document will not open until the correct password has been entered. As the password is hard coded into the document itself, it will be...
rating 21 Mar, 2019 Views: 655
Contacts - getting started
With the release of our April 2017 update, we have introduced the concept of Contacts to the Client Hub. You can use Contacts to set up non client individuals and companies that your firm may not currently act for. These could include prospects, spouses, company secretaries, directors and so on....
rating 21 Mar, 2019 Views: 650
Replacement of 0845 numbers with 0345 ones
We have now fully replaced our 0845 numbers with 0345 equivalents. We have switched only the initial two digits in every case so, for example, our main support line has changed from 0845 5190 882 to 0345 5190 882. Almost all customers will pay slightly less for a call to these numbers than they...
rating 19 Nov, 2015 Views: 636
What's the difference between renewing, upgrading and updating my TaxCalc software?
At TaxCalc we use the same terminology that's used across most software markets. Some of these expressions can seem similar so to avoid confusion, this page gives an explanation of each. Renewal If you're a user of our Accountancy Practice software, you'll be invited to renew your package 30...
rating 16 Mar, 2016 Views: 619
How do I use Services Offered?
You can use TaxCalc to help you keep track of the services that you offer to your clients, as well as the usual fees charged to them. Adding, editing or deleting services TaxCalc provides several default services, but you can change these by deleting, editing or adding your own. Select...
rating 28 Dec, 2018 Views: 522
How do I update, assign and delete multiple tasks?
You can make changes to multiple tasks at the same time by following these steps: Open Client Hub. Select Task Management from the left-hand menu. Use the filters to find specific tasks (if necessary). Select multiple tasks using: Ctrl + Click on each separate task Shift + Click for a...
rating 01 Aug, 2018 Views: 518
I cannot locate the ‘Quick Setup’ option for new clients?
The ‘Quick Setup’ option previously accessed through Create New Client / Contact in Client Hub has been renamed to Finish. The Create New Client / Contact wizard continues to allow you to add a basic client record about the client / contact before you can start to work on your client /...
rating 28 Dec, 2018 Views: 516
How do I use the Batch Filer module?
The Batch Filer module allows you to file SA100, SA800 and SA900 tax returns in batches instead of individually. You can access Batch Filer from the home screen. The Batch Filer screen will give you details of any previous batches created and break them down by name, number of returns, client...
rating 19 Nov, 2015 Views: 513

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