TaxCalc invites you to their event

Engager July Updates: New Integrations, Filters & Time-Saving Features!

About 45 minutes

About this event

Join us for a walkthrough of Engager's July updates and learn how to get the most out of each one. We'll cover:

  • TaxCalc | Engager integration – tax placeholders
  • Default services to turn on for specific client types
  • Click-to-email: prompt an email straight from an email address
  • Two new deals board filters to boost working efficiency
  • Memos and pinned notes
  • TaxCalc | Engager integration – automatic job status updates in Engager when a filing is made in TaxCalc

Come along to see each feature in action and pick up practical tips for making the most of them in your day-to-day work.

Hosted by

  • Team member
    T
    Johann Goree Co-Founder & Head of Community @ TaxCalc & Engager.app

TaxCalc

Tax, Accounts and Practice Management. All in one place.

Award-winning UK Accounting Software, trusted by over 12,000 firms.

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