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Client Hub
Keeping your account details up to date
It is important that your account details are kept up to date. These details are used to determine and verify the identity of your call. Without the correct or up to date contact details we cannot handle your call as efficiently as possible. Incorrect details can also cause issues administrating...
rating 15 Feb, 2018 Views: 505
What's New in Client Hub - Sync with Companies House
Sync with Companies House gives you the ability to pull information from the Public Register into TaxCalc. For new limited company clients, TaxCalc can now import the following data to create a new client in Client Hub: Company Name Company Type Company Registration Number Registered...
rating 28 Dec, 2018 Views: 498
Assigning Tasks to Accounts, Tax returns and VAT returns
Using Task Manager, you can assign tasks to sets of accounts, tax returns and VAT returns. You can also set reminders for the due date and the start date of the task. You can do this by following these steps: Launch Client Hub Click on Task Management on the left menu Click on Create New Task...
rating 01 Aug, 2018 Views: 461
How do I change addresses for individual or multiple clients?
You can add a new client address by using the Global Address Book or Find Client Address. Either is useful when you have a couple with the same address or an address that is used often throughout your clients. Global Address Book To change a client's address using the Global Address Book,...
rating 17 Mar, 2015 Views: 454
The TaxCalc Hub Setup Wizard
When starting TaxCalc for the first time you will be prompted to go through the TaxCalc Hub Setup Wizard. This article will walk you through this first time Wizard to ensure the program is correctly configured. You do not need to complete the information in the wizard and can simply click...
rating 21 Mar, 2019 Views: 449
How do I use Client Notes?
You can use Client Notes to add notes against a client for future reference. Adding a note You can add a note to a client's record in TaxCalc in one of three ways: Edit an existing client and use the Notes screen. Right-click on a client within the Client Hub and choose Add Note. Click on...
rating 28 Dec, 2018 Views: 445
What's New in Client Hub - Dashboard
Introduction to Dashboard Dashboard is a whole new way of working and designed to show data in a simplified way enabling you to be more efficient. Dashboard is a collection of Widgets which can be interacted with enabling fast navigation to the information that you need to complete. We hold a...
rating 28 Dec, 2018 Views: 434
How do I upgrade my licence? (Practice users)
If your requirements for the system change whilst you have an active license, it may be best to clarify your yearly requirements with a member of our Sales team. The reason for this is that the licences purchased will activate for a 12 month period and therefore you should consider what you will...
rating 22 Sep, 2017 Views: 426
How long will my trial product last?
Trial versions are active for 14 days for Tax Return Production, Accounts Production, VAT Filer and Companies House Forms. A trial of the Client Hub is automatically included. If your trial has expired or should you wish to set up a trial please contact Sales on 0345 5190 883. You can find...
rating 29 May, 2018 Views: 419
How do I add my own task types?
You can add own task types by following these steps: Click on Admin from the home screen. Select Applications from the left-hand menu. Click on Client Hub in the middle of the screen. Click on Customise Client Hub on the left. In the customization screen, click on Task options on the left....
rating 01 Aug, 2018 Views: 383

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