Newly launched - UK Personal Tax Template
Subscribe to the newly created Personal Tax Template in your MyWorkpapers platform (UK) and enable a standardised completion checklist to help process your personal tax Clients, and maintain a high consistency of work across your firm.
Why do I need this new Personal Tax Template in MyWorkpapers?
- Higher efficiency through standardisation and automation of workflows
- Accessibility anytime
- Delivers secure collaboration
- Standardise and control your workflow
- Visibility on job progress and completion through the Workflow Manager
- Reducing storage costs as all work is completed and stored in your centralised MyWorkpapers environment
The best thing about this template is its simplicity. Our staff love using it, having a single folder where we can store all our documents for approval fits in well with our processes and helps us with our customer comms.