Products Made For Firms

Our products

The MTD Command Centre

Manage all client tax data in one place.

All Client Tax data in a single dashboard.

Monitor status, deadlines, penalties, and amounts owed, then drill down by client for full details. Send automatic reminder emails without checking HMRC one by one.

The MTD Command Centre offers an overview of all client data; liabilities, interest, penalties, those that are at risk, and those who have completed their tax return.

It then goes further in depth, showing data client by client, covering the Tax type, due date and progress, with a drop down that shows everything the specific client owes.

Automatic email reminders can be sent to either a sole client, or a selected group, the email pre-drafted highlighting the key information the client needs to see.

No more manually logging into HMRC and going through each client one by one to check their status, it is all visible in one place.

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The MTD Command Centre screenshot or overview

The Client Insight Agent

Automated reporting that boosts advisory levels.

Automated Reporting the boosts Advisory Levels.

Automated, real-time client reports in seconds, with AI insights and clear KPIs, so you can focus on advice instead of manual reporting.

Our Client Insight Agent opens the door to automated reporting. Whether you currently create reports manually, or are unable to offer reporting due to lack of resources, this tool is a game changer.

Using real-time data, this customisable report can be generated in a matter of seconds, with a clear layout, and no accounting jargon that could confuse your clients.

Within the report, there are AI Insights that share the KPIs, an Executive Summary, Risks & Opportunities, Sales & Profits, Amounts Owed, and Cash Flow. This makes it easier to highlight what areas need working on.

The tool allows you to spend more time walking your clients through the report and offering advice, rather than just managing to manually complete the report and send it off with any guidance. The customer is at the heart.

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The Client Insight Agent screenshot or overview

The Authorisation Agent

Add new clients without having to use paper forms.

Add new clients without having to use paper forms.

Add new clients digitally with authorisation requests, status tracking, and full records in one place. No paper forms or manual chasing

Forget paper forms and manual submissions. With the authorisation agent, the entire process is sped up and completed digitally.

Using the authorisation request button, you can connect your new clients digitally. The authorisation pipeline shows how many are in which stage so you can keep track of progress for multiple new additions in one go.

Below is the authorisation records section, where you can see all the new clients you are adding, what type of accounting you will be doing with them, current progress, date the authorisation request was submitted, and the option to cancel the authorisation all together.

With this tool, you can save time, remove manual work, and start working with new clients sooner than if it was still down to paper submissions

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The Authorisation Agent screenshot or overview

The AI Gateway

Reduce Manual Tasks by using our AI Gateway.

Reduce Manual Tasks by using our AI Gateway

The Gateway is built for accountants, not generic AI chat. It uses specialist agents to remove manual, repetitive work and give you reliable answers in seconds.

Agents include tools to chase and notify clients automatically, handle common client questions for you, and summarise meeting notes into clear actions and plans.

The Gateway offers a range of different agents that can remove manual, repetitive tasks for you and your team. Unlike other AI Chat Software, the Gateway is made with only accountants in mind. It knows how the industry works, and offers reliable information in a matter of seconds.

Examples of agents within the AI Gateway include; the Client Chaser and Notifier - Sends reminders to your clients for you so you no longer have to manually chase for information, Client Q&A Agent; rather than having to manually answer the same question over and over for different clients, the Gateway can answer them for you, and the Meeting Summariser Agent - which takes meeting notes and helps plan upcoming meetings.

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The AI Gateway screenshot or overview