For accounting practices with 1 to 20 people
Quarterly MTD figures for your clients, prepared and reviewed — you check and submit
Upload a client's bank statement export. Our code applies your practice's own categorisation rules; a qualified reviewer decides the lines nobody has a rule for, or writes the question to put to your client; code adds up the totals per HMRC category for the update period. You get the figures, a report of what was done, the questions for the client, and CSV files for your MTD software.
Price
£10 per client per quarter — you pay only after you have checked the figures
During the pilot: a quarterly update prepared for each client you send. When the figures are published you either accept them — then we invoice £10 for that client's quarter — or tell us they are not usable, and you pay nothing for it. No subscription, no card, no minimum.
How it works
- Your owner accepts the terms — the service, the data processing terms under UK GDPR Article 28, and the anti-money-laundering terms — before any client's data arrives. Then invite your staff; everyone signs in by e-mail link.
- You add a client by your own reference (no name needed): sole trader or UK landlord, standard or calendar update periods. Optionally upload its previous categorisation — an export of descriptions and the accounts you used — and add rules like “TESCO, money out → cost of goods”.
- You upload the bank statement for the year to date as CSV or Excel. It is read in your browser; you see which column is which, and every row that cannot be read is listed with its row number and the reason. Nothing is dropped silently.
- Code categorises what it can: your correction first, then your rules, then the client's previous categorisation. Rules that disagree and possible duplicates are left for a person. You send the quarter.
- A qualified reviewer decides each remaining line or writes a question for your client. A model may suggest a category from HMRC's list for a line — never a figure — and the reviewer accepts or rejects every suggestion.
- You get the figures: totals per HMRC category from the start of the tax year to the end of the update period, a report of what was done and what is not in the totals, the questions for your client, and two CSV files to import. You check them and submit through your own HMRC-recognised software.
Why now
Sole traders and landlords with qualifying income over £50,000 have used Making Tax Digital for Income Tax since 6 April 2026; over £30,000 they join on 6 April 2027, and over £20,000 on 6 April 2028. Each of them sends four quarterly updates a year — summaries per category, not tax returns (HMRC).
What we never do
We do not submit anything to HMRC. Only HMRC-recognised software sends quarterly updates; we are not that software and we are not your client's agent. You check the figures and you submit them.
We never contact your clients. Questions for a client come to you. That is also one of the conditions under which HMRC's guidance lets a provider working only for supervised practices do without its own anti-money-laundering registration — which is why we work only for practices supervised by HMRC or a professional body. This is our reading of HMRC's guidance; HMRC has not confirmed it to us (sources).
No adjustments, no advice. A quarterly update does not need accounting or tax adjustments, and we make none. This is not tax advice and not legal advice. The figures cover only the bank accounts you upload.
How your clients' data is handled: data processing terms and privacy notice. Every outside rule we rely on, quoted: sources.