Macanta

Accountancy Firm Case Study

- Zero January HMRC deadline panic – Automated tax reminders – Confident clients

Article1 min readUpdated Feb 23, 2025View source ↗
We created a Macanta system that centres around companies rather than contacts, and which is complete with full mapping of all accounting information (which is a legal requirement in the UK). Users can create individual flows for each company according to HMRC’s defined processes, to account for the various unique deadlines and requirements. All processes start with the company itself, under which the various contacts are listed according to their job roles. There’s an “individual information” data object for each contact too, so personal tax returns can be managed via an automated processes within the same company.
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