For UK accountants and bookkeepers

Built for practice managers and client operations teams

See every client’s MTD ITSA status in one place

Track readiness, missing info, and chase actions in one workflow before quarter-end pressure hits.

Know what is due, what is missing, and who owns next action — in one view.

Join the waitlist

Waitlist first: join now for confirmation, product updates, and early-access invites.

Fast setup

Start from your current process, no heavy migration.

Practical workflow

Focus on day-to-day execution, not bloated extras.

Founder-led beta

Direct feedback loop and regular product updates.

What this replaces

  • Multiple spreadsheets tracking the same clients
  • Repeated chasing because updates are hard to see
  • No quick at-risk view before filing deadlines
  • Last-minute panic over avoidable misses

How it works

  1. 1

    Track: Keep all MTD clients and quarter status in one shared view.

  2. 2

    Chase: Assign next actions for missing info so follow-ups are consistent.

  3. 3

    Review: Spot at-risk clients early and plan before deadlines bite.

Before vs after

Before

  • • Client status spread across sheets
  • • Chasing done ad-hoc by different staff
  • • Risk only visible near deadlines

After

  • • One shared status board
  • • Clear owner for each next action
  • • Earlier visibility of at-risk clients

Common workflow events we track

  • Quarter status progress
  • Missing records/documents
  • Chase follow-up actions
  • EOPS/adjustment outstanding items

Who this is for

  • UK accountancy and bookkeeping firms managing MTD workflows
  • Practice and client managers coordinating admin across staff
  • Teams currently relying on spreadsheet-heavy processes

Who this is not for

  • Firms already fully covered by an existing workflow
  • Teams wanting a full practice suite replacement today
  • Very low-volume practices with minimal MTD admin load

What you get in beta

  • Early access to the core tracking workflow
  • Simple onboarding from your current spreadsheet process
  • Direct founder support and fast iteration
  • Priority input on first workflow improvements

From pain to outcome

“We lose track of who is blocked.”

One at-risk client view for the team.

“Chasing is inconsistent.”

Clear ownership for next action and follow-up.

“Quarter-end gets chaotic.”

Earlier visibility and fewer deadline surprises.

Practical questions

Is this replacing our practice software?

No. It is built to solve one painful workflow: MTD readiness and chasing discipline.

Can we start from our current spreadsheet process?

Yes. The beta is designed for firms already working this way today.

Is this tax advice?

No. This is workflow tooling for internal team execution and visibility.

What happens after signup?

You get a confirmation email and then occasional product updates. When access opens, you will get first invite by email.

Want cleaner MTD workflow control?

Join the waitlist and be first to get access when launch opens.

Join the waitlist