TaxCalc invites you to their event
About this event
The POWER HOUR is back!
Your chance to discover the latest developments across TaxCalc and Engager (as well as the ever expanding integration between the two) as well as to catch up on some of the features and functions you may already have but aren't yet exploiting.
Yes, the POWER HOUR is back and live on the 13th August at 2pm.
We'll open the floor to your requests for what we cover whether it's best practice with our compliance tools, building workflow automations or mastering client onboarding.
And this month we are thrilled to be joined by our special guest, David Owen, President at Workiro who will be treating us to a deep dive into our new integration.
we'll showcase the single shared client database, automatic email and document capture, and a complete, version-controlled client file you can open straight from TaxCalc.
Plus:
Workflows: Engager runs and tracks the job; Workiro is where the work inside it actually gets done, version-controlled and evidenced as a defensible record.
Talk to your client file: our Claude-powered AI assistant lets firms ask questions in plain English, like "summarise where this client is before I see them tomorrow."
And there will be a quiz, so make sure you don't miss out!
Hosted by
Andy joined TaxCalc in 2021 as the Chief Marketing Officer from his previous role as publisher of AccountingWEB in both the UK and the US. He has spent over 20 years studying the accounting profession and appeared on too many podcasts and webinars to mention.
David Owen is President of Workiro and Virtual Cabinet, and has spent over 16 years in the accounting industry helping professional services firms reclaim time lost to inefficient workflows. He is passionate about building tools that connect the systems people already use, so work actually flows, rather than fragments. He is a regular speaker on webinars and at industry tradeshows.
Integrated tax return and accounts production - fast, efficient and affordable software for practices, businesses and self-assessment.
