Why agents choose us
- Client list with quick access to each client’s obligations and submission history
- Bridging from spreadsheets using per‑client templates
- Fast review & submit: totals, checks, then file — without rekeying
- Built on HMRC’s latest APIs for tax years 2025-26 onwards
How agent access works
- Connect your Agent Services Account and confirm authorisations.
- Add clients, import their spreadsheets, and map income/expense categories.
- Review obligations, submit quarterly updates, and complete the year with the final declaration.
Need a quick start? We can provide per-client spreadsheet templates and help with mapping.
Features at a glance
- Per‑client obligations and deadlines
- Saved mappings per client (reuse each quarter; cumulative updates supported)
- Self employment, UK & foreign property supported (2025–26 onwards)
- Agent access available with onboarding support
FAQs
Is the agent version available now?
Yes. Download the app from the App Store to get started.
Do clients have to be signed up for MTD now?
Clients need to be signed up for MTD when HMRC requires it for their circumstances before you can submit for them.
Do we have to change how clients keep records?
No. Clients can keep their spreadsheets; you bridge the totals to HMRC via our app.
Can I export proofs for my files?
Yes — export submission data and references for your working papers.
Ready to get access?
Contact us with any questions you have or download from the App Store now.