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WinTax
Software integration

WinTax

Connect your WinTax software to Cloud Group's cloud telephony and give your staff the right client file on every call.

What is WinTax?

WinTax is tax and payroll software that supports accountancy firms, bookkeepers and payroll services in correctly processing returns, salaries and tax files. The program helps offices handle complex calculations and legal obligations efficiently and without errors.

By connecting WinTax to Cloud Group's cloud telephony, you bring your communication and your client data together in one place. Your staff see who is calling before they even pick up, can dial directly from the client file and no longer have to note down calls manually. This saves time on every client contact and gives every caller fast, professional service.

What does this integration deliver?

Client file on every call

Incoming numbers are automatically recognised and matched to the right client file in WinTax, so your staff instantly know who is calling.

Dial straight from the file

Start calls directly from a WinTax record. No more retyping numbers, fewer errors and faster contact with your client.

Automatic call logging

Every call is recorded against the right client, so your files stay complete and your team always has an up-to-date overview.

Request this integration

Contact your account manager to activate WinTax for your organization.

Schedule a call