Canopy
Cloud practice management for accounting firms with client management, document management, workflow, time and billing modules.
Website: www.taxcalc.com
Last reviewed . Pricing and features change frequently β confirm current details with the vendor.
TaxCalc is a UK tax and accounting software suite covering self-assessment, corporation tax, partnership returns, accounts production, and trust management, with direct filing to HMRC and Companies House.
The appeal is integration within a single vendor at a price point small practices can justify. Statutory accounts produced in the accounts module feed corporation tax computations directly, so the figures behind the return and the figures in the accounts cannot diverge β a reconciliation problem that arises whenever accounts and tax sit in separate systems.
Practices also use the compliance-tracking side to manage deadlines across the client base: which returns are outstanding, which accounts are due at Companies House, and where confirmation statements fall.
Tax modules cover individual self-assessment, partnership, corporation tax, and trust returns, with validation before submission and direct filing to HMRC. VAT filing supports Making Tax Digital requirements.
Accounts production generates statutory accounts under FRS 102 and FRS 105 with iXBRL tagging for Companies House and HMRC submission. Company secretarial functions handle confirmation statements and officer changes.
Practice management components cover client records, deadline tracking, and task assignment, alongside a client portal for document exchange and digital approval of returns and accounts.
UK practices, particularly small to mid-sized firms wanting tax and accounts production from one vendor without the cost and configuration overhead of a larger suite.
Firms needing deeper practice management, integrated payroll, or extensive customisation typically move to IRIS or the CCH range. Practices outside the UK need a different platform entirely β the product is built specifically around HMRC and Companies House filing. Firms wanting cloud-native UK compliance often compare it against Capium and BrightManager.
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