We're happy to announce that you can now send your documents from TaxCalc to Engager

From TaxCalc, you can see who is and isn't 'linked' via the Engager logo being colourful and selectable

Clicking on the icon will also open a browser window and load the client's info page in Engager 

When in a tax return or annual accounts module in TaxCalc, go to Check and finish, select "Send to Document Manager"

In the drop-down, select Engager.app and continue

Then choose the documents you want to send by ticking the various options. 

Then select the folder you want those documents to be saved in for this client

Once sent across successfully, you'll receive a confirmation box as shown below

Your documents will then be in the folders for the client in Engager and you can then send for esign, notify the client etc as you would normally