IntegrationsNov 27, 2025
TaxCalc to Engager - Phase One
We have gone above and beyond ecpextation again on this release. Originally the plan was to pull client data ie names, dob, from TaxCalc, what have actually done is: Ability to create a new cleint record in TaxCalc from Engager Two way sync on Title, First Name, Middle Name, Surname DOB UTR National insurance number Business start date Engagment date Comapny name Company number Company Authetication Code Company UTR One Way sync, TaxCalc to Engager Address Mobile Telephone SIC Codes
