8th October
Catch up on this Engager live training session
A live Engager webinar outlined the new proposal and engagement letter tool, upcoming client fields (Title, Middle Name) with Companies House imports, and practical workflows for HMRC authorisations, time logs, invoicing, and email reauthorisations. It covered AML onboarding via Xama, strategic adoption of TaxCalc AML Centre, service and dashboard configuration, automations, and secure client handover. The session provided timelines, cost-saving claims, go‑live communication, and guidance on MTD ITSA service setup, plus handling data sync issues across Adfin, QuickBooks, and Companies House.