Replace your client spreadsheet with a clear filing scope.

Track engagement scope, directors to verify and MTD clients in one practice workspace. £49/month for up to 500 clients.

A shared view of who files what

An open obligation needs the firm's attention.

The named contact has been asked to confirm filing responsibility.

The client confirmed that they file this.

Agree responsibility for each obligation with a named client contact, and keep their responses in the audit history.

Review director verification across their appointments and send a personal reminder link with public guidance.

See Making Tax Digital for Income Tax obligations alongside the rest of your client deadlines.

Preview and map your client spreadsheet, check dates, then confirm the entities to import within your plan limits.

Choose Free, Growth or Practice at no charge through 31 October 2026. No card required.