Synergy Consultancy Group
SCG Tax client communications
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Synergy Consultancy Group
SCG Tax client communications
Maintain recurring client information, prepare periodic requests and reminders, preview the email, and retain a simple communication history.
Clients saved
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Monthly bookkeeping
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VAT clients
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Confirmation statements
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1Client register
The Companies House accounts filing deadline is calculated automatically (normally 9 months after the year end) using the fields below. These reset automatically when the year end is rolled forward, since they only apply to the current accounting period.
2Select communication
Recurring bookkeeping & VAT
VAT quarter end
Request records after a VAT quarter closes, normally by the 15th of the following month.
Month end
Recurring bookkeeping request for bank/credit card statements, invoices and receipts.
Year-end & tax returns
Year end approaching
Eight-week reminder, pre-year-end planning invitation and statutory deadlines.
Year end closed
Request final accounting records after the year end has closed.
Accounts & CT approval
Send Financial Statements and Corporation Tax Return to a company client for review and approval.
CIC. Corporation Tax Return submitted
Confirm HMRC submission and give the client postal filing instructions for the Financial Statements and Form CIC34.
Self Assessment info reminder
Reminder to a client that their Self Assessment information deadline is approaching, if not already provided.
Self Assessment approval
Send a completed Self Assessment Tax Return to an individual client for review and approval.
Filing & submissions
Confirmation Statement
Reminder, pre-filing notification or submission confirmation.
Proof of submission
Confirm successful HMRC / Companies House submissions and optionally raise an invoice.
Billing
Invoice to client
Send an invoice in advance, on completion, or for another agreed billing point.
Client onboarding
New client questionnaire
Request completion of the relevant onboarding questionnaire.
Follow-up
Chase an earlier email that has not yet been actioned.
3Email details
Select an email type first.
The response date is calculated automatically as 15 days after the VAT quarter end. The VAT filing/payment deadline is calculated automatically as one month and 7 days after the quarter end.
The pre-year-end conversation date is calculated automatically as 3 weeks before the accounting year end. The Companies House accounts deadline is calculated automatically (normally 9 months after the year end, adjusted for any first-accounts long period or filing extension recorded against the client).
The information request deadline is calculated automatically as 6 weeks after the accounting period end.
The information request deadline is calculated automatically as 7 working days after the month end. Weekends are excluded.
For the "SCG preparing" stage, changes are requested by the same date as "Response requested by" above.
The Companies House deadline is calculated automatically (normally 9 months after the year end, adjusted for any first-accounts long period or filing extension recorded against the client). Override it if a specific case needs a different date.
The Companies House filing deadline is calculated automatically (normally 9 months after the year end, adjusted for any first-accounts long period or filing extension recorded against the client). Override it where a different statutory deadline applies.
The questionnaire deadline is calculated automatically as one week after the email date.
4Email preview
No email generated yet
Pending review
Attachments remain a manual step. This dashboard prepares the draft and opens your email application. Emails should be reviewed and approved by Abe before Rachelle sends them.
5Compliance & approval tracker
Track HMRC and Companies House deadlines, Corporation Tax payments, PAYE follow-up actions and client approvals.
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Overdue / action required
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Due in next 30 days
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Awaiting client approval
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CT payments outstanding
ClientTypeAction / deadlineDue dateStatusAmount / referenceActions
6Communication history
"Review" shows whether Abe has marked the draft as reviewed and approved. "Status" shows whether Rachelle has sent it.
DateClientTypeSubjectReviewStatus
7Upcoming communications
Indicative schedule based on the client information saved in this browser, excluding anything already recorded as sent. Also flags earlier emails that look like they still need a follow-up (best-effort — use "Not needed" to dismiss one that has already been resolved outside the dashboard). Review before sending.
Send now
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Due soon
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On track
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ClientCommunicationSuggested dateReasonStatusAction
Client database
Review, search and open all client records saved in this dashboard.
Current storage: SharePoint lists in the firm's Microsoft 365 tenant, accessed with your Microsoft sign-in. Both Abe and Rachelle see the same shared data, refreshed automatically. Use the Save database / Load database controls to keep a separate JSON backup.
ClientContactTypeYear endVAT cycleSoftwareConfirmation StatementActions
Add tracker item
Create or update a compliance, payment, PAYE or approval action.