A new version of EffectivePrice was released at the end of July with lots of great new features.

 

- A link to our new tax planning software, www.BizReview.co.uk,

- Also allows users to set up standard tax planning pricing templates and service level text,

- An update to include the MTD-ITSA and FHL changes announced, and recent guidance provided,

- Includes a new service level indicator on the pricing screen,

- Allows pricing quotes to be for 3, 2, or 1 level of service, either globally or different services, and,

- Includes an option to generate all documents in word format.

 

 

 

Link to new BizReview tax planning software

The new version links to our recently released tax planning software, www.BizReview.co.uk, making it very easy to provide bespoke tax planning pricing quotes for clients. The new version includes full text for 3 levels of service for each of the new planning options identified with www.BizReview.co.uk, and so you do not have to create it.

As usual, if you have access to the Amend & Edit module you can add your own text or merely change the default text provided. In addition, you can amend the documents generated to personalise them further.

Standard tax planning templates

Within the Amend and Edit module you can set up new sub-categories to the Tax Planning service. In addition, you can create your own text for the documents the software generates.

MTD-ITSA changes

The update to EffectivePrice will include the changes announced and recent guidance provided. Changes include the removal of the End of Period Statement as no longer required, and the removal of Furnished Holiday Let status for properties in the UK or European Area.

New service level indicators

The main pricing screen now includes discreet notification of the level of service selected for each pricing option set up.

Select the number of levels of service

Users are now able to select between 1, 2 and 3 levels of service within the Amend and Edit module in whatever combination they wish.

The number of levels of service can be set globally for all pricing quotes your firm generates.

Alternatively, you may prefer to choose a different number of levels of service for each service you wish to quote for. The new version provides full flexibility.

Word has arrived

The new version of EffectivePrice allows all users to select whether documents are generated in pdf or word format, providing even great flexibility and chance to personalise documents.

If you are interested in seeing www.BizReview.co.uk or www.EffectivePrice.co.uk in action please reserve a time to suit you at www.BosstYourTax.co.uk. We would be delighted to show you the software in action and answer any questions you may have.

EffectivePrice Version 7 released 23 July 2024.