For UK Accounting Practices

Everything your practice needs for Making Tax Digital — and everything after it.

E-signatures, client onboarding, AML checks and HMRC filing, in one workflow your team already knows how to use. Built specifically for the way UK accounting practices actually work.

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Quarterly Update — Q2 2026-27

Submitted
Obligation retrieved from HMRC✓ Complete
Client documents signed✓ Complete
AML check✓ Complete
Submitted to HMRC6 Jul 2026

Every submission logged with a SHA-256 certificate of completion.

The problem

January shouldn’t feel like this every quarter.

Most practices are running Making Tax Digital, client onboarding, and document signing as three separate tools that don’t talk to each other.

Disconnected workflows

Signatures in one tool, client records in another, HMRC filing in a third. Every handoff between them is a place for an error, or a deadline, to slip.

Manual re-entry

Typing the same client data into HMRC’s portal that already exists in your own systems — and hoping nothing gets mistyped along the way.

Compliance sits apart from the work

AML checks and client verification often happen as a separate step, easy to fall behind on when the quarter gets busy.

Verify · Sign · File · Prove

From client onboarding to HMRC, in one flow.

Screen the client, get the engagement letter and 64-8 signed, then run Making Tax Digital for VAT and Income Tax from the same platform.

  1. 1

    Verify

    Know who you are dealing with

    • AML identity verification and screening (MLR 2017)
    • Client verification in the same onboarding flow as signing
  2. 2

    Sign

    Agree it and get paid

    • Engagement letters and HMRC 64-8 authorisations
    • Fees and retainers collected at signing
  3. 3

    File and record

    Send it where it has to go

    Varies by profession and market

    • VAT: Making Tax Digital obligations and submissions
    • Income Tax (ITSA): quarterly updates, calculations and final declarationHMRC approval in progress
    • Xero and QuickBooks connections to pull client data inIn development
    • ITSA income sources: UK and foreign property, cash or accruals basisHMRC approval in progress
  4. 4

    Prove

    Keep the evidence

    • Client sign-off captured before a final declaration is submitted
    • Certificate of completion with a SHA-256 document hash

Also included

  • Client onboarding packs
  • AI contract risk scoring on every document
  • Smart field detection
  • Clause library
  • AI chat: ask questions of any document
  • Contract intelligence: renewals and obligations
  • Multi-party signing
  • Expiry reminders
  • Google and Microsoft sign-in
  • Outlook add-in: send an email attachment for signaturePlanned
  • Word add-inPlanned

Alongside every step

Coming soon

Secure Data Rooms

Collect bank statements and working papers in a private client room, next to the MTD file.

See Secure Data Rooms

Making Tax Digital

Built directly against HMRC’s MTD APIs — VAT and Income Tax.

Not a bolt-on. Quarterly obligations, submissions, and calculations run through the same platform your clients already sign documents in.

VAT — Making Tax Digital
Income Tax (ITSA) — HMRC production approval in progress

i.

Obligations

Quarterly and final declaration obligations retrieved directly from HMRC — nothing tracked in a separate spreadsheet.

ii.

Quarterly updates

Figures come from the client's digital records, not typed into the submission itself — the way MTD is meant to work.

iii.

Calculations

Request and review a tax calculation at any point in the year, with HMRC's own accuracy disclaimer shown alongside it.

iv.

Final declaration

The exact declaration wording HMRC requires, with your client's explicit sign-off captured before anything is submitted.

Beyond MTD

The rest of the practice, in the same place.

Making Tax Digital is one part of the job. Client onboarding, engagement letters, and signatures are the rest of it.

AI-native e-signing

eIDAS and UK-law-compliant electronic signatures. Clients sign from any device, in minutes, no printing or scanning.

AI contract risk scoring

Engagement letters and client documents are checked for risk before they go out — catching what a quick read might miss.

Certificate of completion

Every signed document ships with a SHA-256 certificate — a tamper-evident record for every signature, every time.

AML & identity verification

Client verification built into the same onboarding flow as signing — not a separate tool your team has to remember to use.

AI-drafted engagement letters

Documents auto-populate with real client details from your records — no blank placeholder fields sent out by mistake.

Multi-party signing

Route one document to several signers — in sequence or all at once — with each person seeing only their own fields.

Payments at the point of signing

Collect a fee, retainer or deposit the moment a client signs — no separate invoice, no chasing afterwards.

Security & compliance

Built to the standard your clients’ data actually needs.

eIDAS & UK law compliantLegally recognised electronic signatures under UK and EU frameworks.
UK GDPRClient data handled and stored to UK data protection requirements.
256-bit encryptionApplied across signing, storage, and document delivery.
SHA-256 certificationEvery completed document carries a tamper-evident audit trail.
Secure Data RoomsComing soon

Collect and share client paperwork. Keep it confidential.

Clients send bank statements, VAT records and tax papers by email, and nobody can say who saw them. Give each client a private room next to their MTD sign-off, W-9 and 1099 records, with a signed engagement and a record of every view.

  • A room for every matterOne private room per sale, client file or closing, with folders that match how you already work.
  • NDA signed before accessViewers sign your confidentiality agreement first. Nobody opens a document until they have.
  • You decide who sees whatInvite by email, set view-only or download, add an expiry date, and revoke access at any time.
  • A record of every viewA time-stamped trail of who opened what, kept alongside your signing audit trail.

Get early access

No spam. We will email you once when Secure Data Rooms opens for accountants.

Client file: Patel & Sons Ltd

Private room

NDA signed
  • VAT and MTD working papersView only
  • W-9 and 1099 recordsView only
  • Engagement and authorisationsView only

Activity

  • Opened by J. Patel14:02
  • NDA signed by J. Patel13:58

Illustration only. Secure Data Rooms are in development.

What accountants will use it for

  • Bank statements and working papers for MTD VAT and Income Tax
  • W-9 and 1099 records alongside your client filings
  • Engagement letters and 64-8 authorisations kept with the client file
  • Papers shared with a second adviser or lender under NDA

Get your practice ready for Making Tax Digital — and everything that comes after it.

Set up in an afternoon. No card required to start.

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