Knowledge Base

Meet the Digital Practice People

Past Events

 

11 - 14 NOVEMBERThe Bookkeepers Summit and ICB LUCA Awards

TaxCalc are delighted to be the sponsors of The Bookkeepers Summit. Enjoy inspirational keynotes, technical updates, regulatory announcements, software exhibitors, and spending time with your bookkeeper community.

  • Mon 11 November - In-person exhibition & LUCA Awards
  • Weds 13 November - Virtual Tech Day
  • Thurs 14 November - The Virtual Summit
6 NOVEMBERAutumn Budget 2024. Expert Analysis with Sharon Cooke

Join us for an in-depth review and analysis of the key announcements from the 2024 budget affecting you and your clients.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd CTA FMAAT
Dean Shepherd CTA FMAAT
Director of Customer Education & Engagement, TaxCalc.
Sharon Cooke FCA CTA
Sharon Cooke FCA CTA
Technical Director, 20:20 Innovation.
  • Date: 6th November 2024
  • Time: 2.00 PM
5 NOVEMBER20:20 Innovation Annual Conference

TaxCalc are delighted to be exhibiting at the 20:20 Innovation Annual Conference. The Conference theme is ‘Destination 2025’. In this practical and thought-provoking conference, 20:20 and their well respected and admired keynote speakers will highlight the steps needed to ensure that your practice is strategically positioned to thrive.

  • Event date: 5 November 2024
  • Venue: Hilton Birmingham Metropole
3 OCTOBERTAG Community Annual Conference 2024

The TAG Community is unique and as with all TAG events the conference will be a hotbed of positive networking, content and great ideas for every delegate.

  • Event date: 03 October 2024
  • Venue: Chesford Grange Hotel, Warwickshire
25 SEPTEMBERTaxCalc Power Hour

Technical advice, best practice hints and tips from our power users and answers to all your TaxCalc related questions.

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Customer Education & Engagement
Martin Davey
Martin Davey
Practice Management Product Director
  • Original recording: 25 September 2024
17 SEPTEMBERAccountex Summit Manchester

Accountex Summit Manchester is the North’s No. 1 event for finance and accountancy professionals. It’s free to attend, and all visitors will receive up to 8 CPD hours.

  • Event date: 17 September 2024
  • Venue: Manchester Central
Free to attend
11 SEPTEMBERExtracting maximum value from your software

Are you truly maximising the value of the software you use? Join us to learn the small changes you can make to increase productivity, profitability and maximise the ROI from your software investment.

Andy North
Andy North
Chief Marketing Officer.
Dean Shepherd
Dean Shepherd
Director of Customer Education & Engagement.
Nick Moss
Nick Moss
Head of Pre-Sales, Training & Onboarding.
Billie Mcloughlin ACCA
Billie Mcloughlin
Practice Consultant & Chair of 20:20 Tech Talk.
  • Date: 11 September 2024
  • Time: 2.00 PM
8 MAYHMRC enquiries: Tactics and targets for 2024

What sectors are they focussing on? What tactics are they using? And what conversations should you be having with your clients?

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Nick Davies
Nick Davies
Partner and Founder, NHD Tax Solutions Ltd.
Paul Rigney
Paul Rigney
Head of ICPA and Tax Fee Protection specialist at Vantage.
  • Date: 8 May 2024
  • Time: 2.00 PM
1 MAYPower Hour - Accounts Production Special

This Power Hour is dedicated to helping your firm optimise use of TaxCalc’s Accounts Production tools – including the expanding FRS102 MLA suite and our latest release for consolidated accounts.

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Customer Education & Engagement
Siobhan Wilkes
Siobhan Wilkes
Product Director, TaxCalc.
  • Original recording: 1 May 2024
16 - 17 APRILDigital Accountancy Show 2024

Come meet the TaxCalc team on stand C29 at Digital Accountancy Show 2024, a two-day event focusing on helping accountancy firms understand the transformative possibilities of digital technology.

The event is free to attend. A Premium pass option is available for £145.

  • Event date: 16-17 April 2024
  • Venue: Evolution London in Battersea Park
  • Stand: C29
From £0.00
10 APRILAML regulations and best practice update

Following on from last year’s session we’ll tackle your AML regulation and process questions and explore what the inspector expects to see if he's going to give you a clean bill of health.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Lucy Brown
Lucy Brown BSc FIAB
Co-founder, Calathea Solutions.
Mike Jardine
Mike Jardine BA Hons
Co-founder, Calathea Solutions.
  • Date: 10 April 2024
  • Time: 2.00 PM
27 MARCHPower Hour - The new tax year

This Power Hour is dedicated to helping your firm optimise use of TaxCalc’s Accounts Production tools – including the expanding FRS102 MLA suite and our latest release for consolidated accounts.

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Customer Education & Engagement
Siobhan Wilkes
Siobhan Wilkes
Product Director, TaxCalc.
  • Original recording: 27 March 2024
20 MARCHMaximising practice value for a successful exit

Whether you're looking to secure your financial future, leave a lasting legacy or escape from the burden of practice ownership, a successful outcome will hinge on maximising the value for any potential buyer.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd CTA FMAAT
Dean Shepherd CTA FMAAT
Director of Customer Education & Engagement, TaxCalc.
Bev Flanagan
Bev Flanagan
Director, Bev Flanagan Financial Ltd.
  • Date: 20 March 2024
  • Time: 2.00 PM
28 FEBRUARYPower Hour - AML Compliance Special

We’re joined by AML expert Lucy Brown for a practical demonstration of how to complete the relevant sections in your AML software and explain what the inspector is looking for.

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Tom Ogden
Tom Ogden
Professional Services Consultant, TaxCalc.
Lucy Brown
Lucy Brown BSc FIAB
Co-founder, Calathea Solutions
  • Original recording: 28 February 2024
14 FEBRUARYThe Cash Accounting Conundrum

The Chancellor has announced plans to expand cash basis accounting. Learn how the cash basis rules will intersect with MTD and basis period reform and what all this will mean to you from April 2024 and beyond.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Sarah Dudley ACMA
Sarah Dudley ACMA
Compliance Specialist, TaxCalc.
Sharon Cooke FCA CTA
Sharon Cooke FCA CTA
Technical Director, 20:20 Innovation.
  • Date: 14 February 2024
  • Time: 2.00 PM
6 DECEMBERTaxCalc Power Hour. Christmas Special

Unmissable tricks and tips to help you make the most of TaxCalc, plus the chance to test your knowledge in our Christmas quiz!

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Danielle D'Arcy
Danielle D'Arcy
Key Accounts and Strategic Partnerships Manager
Nick Moss
Nick Moss
Head of Pre-Sales
  • Original recording: 6 December 2023
15 NOVEMBERR&D – investigations: accountants, ‘advisers’ and HMRC

Are half of all R&D claims really suspect? Join us to get the inside scoop on HMRC investigations and R&D claims.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Customer Education & Engagement, TaxCalc.
David Logan
David Logan
Tax expert and co-founder of Tag Tax.
Lorraine Ellison FCMA, MiP, MBA
Lorraine Ellison FCMA, MiP, MBA
Founder, Simply Additions.
25 OCTOBERTaxCalc Power Hour. Preparing for Tax Season.

Getting you fully prepared for Tax Season

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Customer Education & Engagement
Danielle D'Arcy
Danielle D'Arcy
Key Accounts and Strategic Partnerships Manager
Nick Moss
Nick Moss
Head of Pre-Sales
  • Original recording: 25 October 2023
  • Time: 2.00 PM
4 OCTOBERAML – the inspector’s perspective

Ever wondered what the inspector is thinking during a practice compliance visit?

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Product Compliance, TaxCalc
Lucy Brown
Lucy Brown BSc FIAB
Co-founder, Calathea Solutions.
Mike Jardine
Mike Jardine BA Hons
Co-founder, Calathea Solutions.
28 SEPTEMBERTaxCalc Power Hour

Learn and share best practice for using TaxCalc software

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Danielle D'Arcy
Danielle D'Arcy
Key Accounts and Strategic Partnerships Manager
Nick Moss
Nick Moss
Head of Pre-Sales
  • Original recording: 28 September 2023
27 SEPTEMBERReadying Your Technology For Tax Season

Make sure you’re best equipped for Tax Season

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Product Compliance, TaxCalc
David Oliver
David Oliver
Software Expert, Valued Academy
Billie Mcloughlin
Billie Mcloughlin
Practice Consultant, 20:20 Innovation and Chair of 20:20 Tech Talk
6 SEPTEMBEREssential Tax Planning for Turbulent Times

Bring yourself up to speed with the topical tax planning issues affecting your clients

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Product Compliance, TaxCalc
David Logan
David Logan
Tax expert and co-founder of Tag Tax.
Lorraine Ellison FCMA, MiP, MBA
Lorraine Ellison FCMA, MiP, MBA
Founder, Simply Additions.
  • Original recording: 6 September 2023
28 JUNETaxCalc Power Hour

Learn from the best with our new, free service for TaxCalc customers, the TaxCalc Power Hour

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Danielle D'Arcy
Danielle D'Arcy
Key Accounts and Strategic Partnerships Manager
Nick Moss
Nick Moss
Head of Pre-Sales
  • Original recording: 28 June 2023
21 JUNENew Corporation Tax Rates & Associated Companies

Learn about upcoming changes to Corporation Tax rates and thresholds, how associated companies are treated and the impact that they have on tax calculations.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Product Compliance, TaxCalc
Sharon Cook
Sharon Cooke FCA CTA
Technical Director, 20:20 Innovation.
  • Original recording: 21 June 2023
19 APRILOutsourcing: Advice. Anecdotes. Answers.

Draw on the independent experience of accountants who have used outsourcing, as well as insider insight, to explore how to make your outsourcing work.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Product Compliance, TaxCalc
Kaz Driver
Kaz Driver
Co-Founder, ThinkLittleBig Marketing
Eriona Bajrakurtaj
Eriona Bajrakurtaj FCCA MSc LLM PG Dip FS
CEO, Majors Accounts
  • Real world, risks
  • Types of outsourcing
  • Team impact and minimising disruption
  • Security issues – what you should you consider
  • Building a productive provider relationship
  • Technology for optimal outsourcing
  • How much do you tell your customers?
15 MARCHHMRC investigations. Investigated.

Join our experts in our latest webinar sharing valuable insights and advice in countering the worst aspects of an investigation.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
Sarah Scala
Sarah Scala
Chartered Tax Adviser and Head of Tax Dispute Resolution at Claritas Tax.
Paul Rigney
Paul Rigney
Head of ICPA and Tax Fee Protection specialist at Vantage.
15 FEBRUARYFresh thinking on your firm's Cloud strategy

Use of Cloud technology has been transformative for the accounting profession, there are many distinct advantages, but also pitfalls should you commit to an ill-fitting solution.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd CTA FMAAT
Director of Product Compliance, TaxCalc
Billie Mcloughlin
Billie Mcloughlin ACCA
Practice Consultant, 2020 Innovation and Chair of 2020 Tech Talk.
16 NOVEMBERCut costs not corners

Find out how the managers from two practices, who switched to TaxCalc saved in the region of 60% on their annual practice software costs – and how you can too.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
18 OCTOBERMTD Readiness – Technology Special

Our latest webinar will show you how to evaluate and implement the right software in advance of MTD for ITSA.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
John Toon FCA
John Toon FCA
Senior Manager and Tech Strategy Lead, Beever and Struthers
Lorraine Ellison
Lorraine Ellison FCMA, MiP, MBA
Founder, Simply Additions.
28 SEPTEMBERBest practice for the 2022 Tax Season

This timely webinar equips you with insight and information to prepare effectively as Tax Season approaches.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
Linda Frier
Linda Frier
Founder, Coalesco Certified Accountants Ltd
24 AUGUSTEducating your clients and staff about MTD

Get the strategies to educate your clients, prepare your staff and communicate to your internal teams.

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
Eriona Bajrakurtaj
Eriona Bajrakurtaj FCCA, MSc, ACPA, LLM, PGDipFS
CEO, Major’s Accounts & Co Ltd
26 JULYWebinar: Dive into Communications Centre

Managing client communications is a critical function of practice management.

Martin Davey
Martin Davey
Practice Management Product Director, TaxCalc.
Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
20 JULYWebinar: The ABC of AML

Since 2002, every accountant in the UK has had to comply with regulations around Anti-Money Laundering (AML).

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
Siobhan Wilkes
Siobhan Wilkes
Product Director, Accounts Production, TaxCalc
6 JULYEvaluating your client base for MTD

There’s no getting away from it. As MTD for ITSA approaches, you’ll need to separate your clients into several groups and have a plan for each.

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
Zee Razaq
Zee Razaq ACMA CGMA
Managing Director, Certax Accounting (St Albans District) LTD
23 JUNEFrom onboarding to execution.

Practice management often means different things to different people. Which is why it’s important to match the best practice management solution to suit your firm’s needs.

Martin Davey
Martin Davey
Product Director - Practice Management, TaxCalc
8 JUNEDefining your services for MTD

As accountants, bookkeepers and tax advisers, you need to determine what services you intend to offer in order to support your existing and prospective clients in meeting new obligations.

Andy North
Andy North
Chief Marketing Officer, TaxCalc
Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
Zee Razaq
Zee Razaq ACMA CGMA
Managing Director, Certax Accounting (St Albans District) LTD
27 APRILThe SimpleStep guide to MTD readiness

Alongside a panel of accountants we've devised a step-by-step plan for a successful transition to MTD for ITSA. The SimpleStep® Guide to MTD Readiness.

Andy North
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
Siobhan Wilkes
Eriona Bajrakurtaj
Managing Director, Major's Accounts & Co Ltd
4 APRILCompanies House Reform. A closer look.

The White Paper on corporate transparency and register reform looks set to introduce significant changes to the way corporate entities are administered.

Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
Siobhan Wilkes
Siobhan Wilkes
Product Director, Accounts Production, TaxCalc
  • Date: 4 April 2022
  • Time: 2.30PM
15 MARCHHow to prepare for a practice assurance inspection

With rumours of a significant increase in the number of practice inspections (and failures) circulating, TaxCalc brings you invaluable advice on what to expect and how to prepare.

Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
Ann White
Ann White
Owner, Abacus Accountancy & Payroll Services Limited
3 NOVEMBERWhere are we now with MTD?

There was more in the recent announcement than a year-long delay – and it’s not what you expect! Join us for a dive into what else the government have announced.

Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc
Andy North
Andy North
Chief Marketing Officer, TaxCalc
  • Date: 3 November 2021
  • Time: 2.30PM