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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.

www.mtdportal.co.uk/admin/dashboard
📊 Dashboard
👥 Clients 47
📋 Filing Queue 8
Workflows
📄 Reports
🔔 Alerts 3
⚙️ Settings
🏢 Branding
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
UK PropertyDue 5 Nov£3,240File →
SK
Sarah Khan
1 property · UTR 2345678901
UK PropertyFiled ✓£1,180View →
RM
Robert Miller
5 properties · UTR 3456789012
UK + ForeignOverdue£7,650Urgent →
LP
Lisa Patel
Self-employed · UTR 4567890123
Self-EmployedFiled ✓£2,890View →
TW
Tom Wilson
2 properties · UTR 5678901234
UK PropertyIn Review£4,120Review →
50+
Clients Per Firm
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
Book a Demo →
Client Overview — 47 clients
JD
John Davies
3 properties · Q2 due 5 Nov
Due SoonFile →
SK
Sarah Khan
1 property · All quarters filed
Up to DateView →
RM
Robert Miller
5 properties · Q2 overdue
OverdueUrgent →
LP
Lisa Patel
Self-employed · Q2 filed
Up to DateView →
TW
Tom Wilson
2 properties · In review
In ReviewReview →
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
See Workflows →
Q2 Filing Workflow
Data Collected
Figures Entered
Under Review
Client Approval
Submitted
8 clients in pipeline this quarter:
JD
John Davies
Under Review
RM
Robert Miller
Awaiting Data
TW
Tom Wilson
Under Review
AJ
Anna Jones
Ready to Submit
MC
Mark Chen
Awaiting Data

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.

Firm Pricing Calculator

Drag the slider to see exactly what you would pay for your client count

1 client200 clients
Clients
10
in your firm
Per Client
£69.00
per year
Annual Total
£690
£57.50/month

Full Pricing Tiers

Pricing is per client per year. All tiers include every feature - no locked features per tier.

TierClient RangePer Client / YearPer Client / MonthSaving vs Starter
Starter
1–10 clients£69.00£5.75
Growth
11–20 clients£65.00£5.42
Pro
21–30 clients£62.00£6.1910% off
Business
31–50 clients£59.00£5.9914% off
Scale
51–75 clients£56.00£5.6919% off
Premium
76–100 clients£53.00£5.3923% off
Elite
101–150 clients£50.00£5.0928% off
Enterprise
151–200 clients£47.00£4.7932% off

* VAT applies at 20%. Prices shown are net. Annual billing saves 17% vs monthly equivalent.

Ready to scale your MTD practice?

Book a personalised demo for your firm. We'll show you the multi-client dashboard, filing workflows, and branding tools in action.

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.