How it works

From sign-up to filed in four steps.

No bridging software, no stitched-together stack. Set up, connect, work, file — all in one system.

01 Set up

Create your workspace

Spin up a practice (multi-client) or a single business in minutes. Invite your team and set roles — no installs, no servers.

WorkspaceReady
Team & roles•••
Clientsmulti-client
02 Connect

Link HMRC, your bank, and bring data across

Authorise HMRC for MTD, connect bank feeds (Open Banking / GoCardless), and import existing books through the Migration Centre. Switching is a job we expect, not an afterthought.

HMRC (MTD)Connected
Bank feedLinked
Migration CentreImport
03 Work

Let automation do the repetitive part

Receipt OCR codes documents, bank rules match transactions, and suggested actions queue for a human to approve. Your team reviews — the software never posts behind your back.

Action queue

Receipt OCR — codedReview
Bank rule — matchedReview
Exception flaggedNeeds you
04 File

File to HMRC from the same place

VAT (9-box), ITSA quarterly updates and final declaration, CIS returns, PAYE/RTI, and year-end accounts with corporation tax — submitted from the platform, not a bridging bolt-on.

VAT · 9-box
ITSA · quarterly
CIS return
PAYE · RTI
Year-end
Corp tax

Submitted to HMRC from the platform

Switching is part of the job, not a blocker.

Bring your existing data in through the Migration Centre and keep working. Free during the beta — no credit card.

Apply for early access