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Client Hub
How to create a mail merge for July payment on account
To produce reminder letters for the second payment on account due by 31 July, you can use Mail Merge as follows: 1. Select Client Hub from the Homepage 2. Select Mail Merge from the left hand panel 3. Select Create New Mail Merge 4. Go to Mail Merge Information and add a name and...
rating 10 Jun, 2019 Views: 181
Automatic Task Updates
The TaxCalc software can now enable automated task functions within the Hub. To enable these features, simply navigate to the following screen: Go to Admin Select Applications and highlight Client Hub Then Customise Client Hub Go to Task Options Automatic Task Updates are available at the...
rating 15 Sep, 2017 Views: 179
TaxCalc Mail Merge fails or does not work as expected
The TaxCalc Mail Merge function relies on the automation in the Microsoft Office Suite On occasion, customers report that it does not work as it should, (normally due to problems with their copy of Office or the COM add-ins). If you experience problems with Mail Merge, please go through the...
rating 15 Feb, 2018 Views: 179
eSign Credentials – Email already in use
If you receive an error message titled Email already in use when trying to send an eSign envelope, it is because the email address you are trying to use has an account with Signable already associated with it. You will need to enter a new email address to be used with eSign Centre. After...
rating 21 Sep, 2018 Views: 172
What happens to the TaxCalc Application when the license expires and is not renewed?
When the TaxCalc license expires, all of the content in the database becomes read-only. The application will not allow the user to edit, file or print tax returns or accounts. You will still be able to view your existing client list however their returns will be locked in a read only state until...
rating 21 Mar, 2019 Views: 159
How to use the Consent Management feature within Client Hub.
This article will go through the steps on using Consent Management for GDPR. Step 1: Launch Client Hub Step 2: Select a Client/Contact you have created (Double – click on the client or right click on the client and click on Edit Client/Contacts). Step 3: Select Engagement from the left...
rating 18 May, 2018 Views: 152
How do I edit client notes in Client Hub?
You can only edit client notes if you're set up as an administrator, partner or manager. Users set up as secretary, junior or senior don't have the required privileges. To edit a client note that's already been created, follow these steps: Open Client Hub. Right-click on the client and...
rating 23 Sep, 2015 Views: 135
How to check the integration between tax returns and Practice Manager data
If you enter any data in a tax return that has not been entered into Practice Manager (or vice versa), you can transfer the new values entered and overwrite the old entries. You can do this by checking the integration of a return. To do this: Open the tax return for a client. Click on the...
rating 08 Aug, 2019 Views: 118
How do I create multiple relationships for the same person/entity(e.g. Director/Shareholder/PSC)?
To create multiple relationships for the same person/entity, complete the following steps: Launch Client Hub. Double-click on the relevant client. Click on Relationships. Add the individual/entity first by selecting Create Relationship. Click on Finish and Save. Tick Show all available...
rating 21 Mar, 2019 Views: 107
GDPR Checklist - Direct Marketing Checklist
DIRECT MARKETING CHECKLIST Step 1 of 1: Direct marketing 1.1 Direct marketing governance Your business has defined and allocated responsibility for compliance with data protection legislation and PECR when carrying out direct marketing activities or roles. You should clearly allocate...
rating 03 Oct, 2018 Views: 91

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