This lecture provides an overview of upcoming software updates for the Engager platform, focusing on the imminent TaxCalc integration. It details improvements to Companies House data synchronisation, new features for managing client data, and provides step-by-step guidance on processes such as HMRC authorisation, bulk client actions, and setting up fee proposals. The session also explores the use of integrated AI tools like ChatGPT's Atlas browser and Fixer AI to enhance productivity, while clarifying the distinction between Engager's role and that of compliance tools for filing.

Takeaways

1. An overview of the upcoming TaxCalc integration and other software updates.
2. A new caching system will significantly improve Companies House data synchronisation speed and eliminate certain errors.
3. A new feature will allow users to remove the personal code field for clients not involved with Companies House.
4. A demonstration of how to enter a client’s HMRC authorisation code (648) in the system.
5. Instructions on how to use the bulk action feature to edit client and service details for multiple clients at once.
6. Clarification that tax returns and accounts are filed using compliance tools (like TaxCalc), not Engager.
7. Explanation of how to manage HMRC authorisation tasks that have been completed manually outside of the system.
8. Confirmation that HMRC authorisation codes cannot be requested in bulk.
9. Client Document Signing Process
10. TaxCalc and Engager Integration