05/06/2026
Where does your complete client record live?
Not just the tax return.
Not just the accounts.
The whole picture.
Emails. Signed documents. Engagement letters. Approval trails. Client conversations.
For many firms, that information lives across multiple systems, inboxes and folders. As practices grow, that can make it harder to maintain consistency, visibility and control.
That’s why we’re teaming up with Workiro, alongside Andy Wainwright founder of https://eu1.hubs.ly/H0vY37q0 and managing director of Wainwrights Accountants, Dani Darcy, Nick Moss and David Owen to explore what a connected client record looks like in practice.
We’ll be discussing:
✅ How firms can bring documents, communications and compliance work together
✅ Why document management becomes increasingly important as practices scale
✅ How TaxCalc, https://eu1.hubs.ly/H0vY37q0 and Workiro work together to support a more connected workflow
✅ Real-world experiences from firms using these systems every day
📅 Tuesday 9 June
⏰ 2:00pm
💻 Free online webinar
Whether you’re reviewing your document management processes or simply interested in seeing how other firms are approaching it, we’d love to see you there.
👉 Register here: https://eu1.hubs.ly/H0vY2qK0
