For Accountants & Firms
MTD Software for Accountants
A firm-grade MTD software platform built for accountants and tax agents managing multiple clients. Manage client filings from one dashboard, submit on their behalf, track compliance, and apply your firm’s branding across every document.
Firm Dashboard — Q2 2025/26
Filing period: 6 Jul – 5 Oct 2025 · Deadline: 5 Nov 2025
Export CSV
+ Add Client
Total Clients
47
Filed This Quarter
31
Due Soon
8
Overdue
3
ClientIncome SourceQ2 StatusTax Est.Action
JD
John Davies
3 properties · UTR 1234567890
SK
Sarah Khan
1 property · UTR 2345678901
RM
Robert Miller
5 properties · UTR 3456789012
LP
Lisa Patel
Self-employed · UTR 4567890123
TW
Tom Wilson
2 properties · UTR 5678901234
50+
Clients Per Firm
4×
Faster Than Manual
100%
Compliance Visibility
0
Missed Deadlines
Client Management
Every client, one view,
complete control
Your central command centre for every client. See who's filed, who's overdue, and who needs attention — all at a glance. Add new clients in seconds, manage their HMRC connections, and switch between accounts instantly with single-click impersonation.
Multi-client dashboard with sortable compliance status, next due date, and quick-action buttons
Client impersonation — switch into any client's view to file on their behalf
Quick onboarding with name, email, UTR, and NINO — invite clients to connect their Gateway
HMRC OAuth connection monitoring with token expiry alerts and re-authentication
Traffic-light compliance indicators: green (up to date), amber (due), red (overdue)
Search, filter, and group clients by status, income type, or custom tags
JD
John Davies
SK
Sarah Khan
RM
Robert Miller
LP
Lisa Patel
TW
Tom Wilson
Workflow Tools
Structured Filing Workflows
Every quarterly filing follows a clear pipeline: collect data, enter figures, review, get client approval, then submit to HMRC. Visual progress indicators show exactly where each client stands, so nothing falls through the cracks during busy filing periods.
Step-by-step filing pipeline: Collect → Enter → Review → Approve → Submit
Assign tasks to team members — track who owns each client's filing
Client approval workflow — send summaries for sign-off before HMRC submission
Quarter-end checklists ensure nothing is missed during peak filing periods
Visual progress dashboard showing pipeline status across your entire book
Dedicated year-end workflow for adjustments, allowances, and crystallisation
Data Collected
Figures Entered
Under Review
Client Approval
Submitted
8 clients in pipeline this quarter:
JD
John Davies
Under ReviewRM
Robert Miller
Awaiting DataTW
Tom Wilson
Under ReviewAJ
Anna Jones
Ready to SubmitMC
Mark Chen
Awaiting DataFirm Pricing
Pricing That Scales With Your Firm
From small practices with a handful of clients to large firms managing hundreds, our pricing scales with your needs.
MonthlyAnnualSave 17%
Starter Firm
£499.99
/year · Up to 10 clients
- Multi-client admin dashboard
- Client impersonation for filing on behalf
- Firm logo and branding on all PDFs and emails
- Compliance status overview for all clients
- Bulk deadline notifications
- Client grouping and tagging
- Cross-client reporting and CSV exports
- Team member accounts (up to 3)
- Email support — same business day response
- Full HMRC sandbox for testing
Pro Firm
£1499.99
/year · Up to 50 clients
- Everything in Starter Firm, plus:
- Unlimited client accounts
- Unlimited team member accounts
- Role-based access controls (admin, manager, preparer)
- Advanced cross-client compliance reporting
- Client approval workflow before submission
- Staff workload and capacity view
- Custom email templates for client comms
- Priority phone and email support
- Dedicated account manager
Enterprise Firm
£3999.99
/year · Unlimited clients
- Everything in Pro Firm, plus:
- Unlimited Access
Frequently Asked Questions
Accountants — FAQs
Questions about our multi-client firm platform.Common questions from accountancy firms about managing clients, filings and MTD compliance.
How does the firm portal work?▾
You get a dedicated firm dashboard separate from client portals. View all client statuses, file on their behalf via impersonation, track compliance and manage deadlines from one place — all fully compliant with MTD for Income Tax (MTD ITSA).
Can I file on behalf of my clients?▾
Yes. Client impersonation lets you switch into any client's account and file quarterly submissions, trigger tax calculations, and submit final declarations as if you were them.
How does firm pricing work?▾
You pay per client per year with volume discounts. Pricing ranges from £69/client for 1-10 clients down to £47/client for 151-200 clients. Tiers adjust automatically as you add clients.
Can clients see my firm's billing?▾
No. Your firm billing is entirely separate and invisible to clients. They see only their own portal with your firm's branding.
Do clients get their own login?▾
Yes. Each client gets their own portal login where they can view submissions, download reports, and check their tax position. You retain full management control from your firm dashboard.
Can I brand documents with my firm's logo?▾
Yes. Upload your firm logo and contact details and they appear on every PDF report, email notification, and client-facing page automatically.