Mark your calendars: from 12th November, your Tax Command Centre is getting a top-to-toe refresh, and it’s packed with the stuff you’ve been asking for.
No more hunting for the right email, no more scrolling to find a client note, no more “where did I put that attachment” moments. Just a cleaner, smarter Command Centre built to save you time during the bits of tax season that eat it.
Here’s what’s changing.
A fresh new look
First things first; we’ve given the whole UI a makeover. Same powerful engine under the bonnet, but now it’s easier on the eye and easier to navigate. Less clutter, more clarity.
Your new overview page
Walk in, see everything. The new Overview Page gives you a bird’s-eye view of where every client stands at a glance, no digging required. It’s the first thing you’ll see, and it’s the last thing you’ll need to think twice about.
Email templates for reminder emails
Stop writing the same chasing email for the hundredth time. Build your own Email Templates for reminder emails once, then reuse them whenever a deadline’s looming. Consistent tone, zero retyping, more time back in your day.
Drowning in manual, repetitive work? Tell us the task and we’ll show you what to automate.
Notes. Now on every client and every tax type
Context is everything. Now you can add Notes against each client, for each individual tax type. Flag the quirky VAT scheme, log the “call before chasing” reminder, or leave a note for whoever picks this one up next. It all lives exactly where you need it.
Secure attachments on reminder emails
Need to send a form, a checklist, or supporting document alongside a reminder? Now you can — securely. Send Secure Attachments straight from your reminder emails, so clients get everything they need in one go, with nothing lost to a separate email thread.
It all lands on the 12th November
That’s it. No action needed from you. Log in on the day and your Tax Command Centre will simply look (and work) better.
We built this one on customer feedback. If there’s something you’re loving — or something you want next — we’re always listening.
