WorkFlow - Feature Overview and Getting Started

WorkFlow is our enhanced integrated practice management solution. With TaxCalc’s WorkFlow you can take even more control of how your practice works by creating, customising and co-ordinating all your Jobs and Tasks in just a few simple steps.  Whether you’re a new or existing TaxCalc user, it’s easy.

For detailed information on the WorkFlow features, please see the WorkFlow Features Overview guide.

Need more Information?

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 the Getting Started Guide for WorkFlow, see KB2983 - Getting Started with WorkFlow 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.