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
- 2025–26 Invite-only for this tax year. Request access and we’ll enable your agent features free of charge for the 2025/26 tax year.
- 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)
- Invite‑only access for the 2025–26 tax year
FAQs
Is the agent version available now?
Yes — it’s invite-only at the moment. Email us and we’ll get you set up.
Do clients have to be signed up for MTD now?
For beta/onboarding, clients should sign up for MTD this year (earlier than required) so you can submit real quarterly updates.
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?
Tell us about your practice (number of clients, typical record-keeping) and we’ll enable agent features for you.