Serve the clients you currently turn away
Sole traders and gig workers are hard to make money on — low fees, endless chasing, receipts in a carrier bag. This makes them viable, and Making Tax Digital means they're about to need you.
Gig clients stop being a loss
AI categorises their bank statements and tells you what it wasn't sure about. The chasing and the shoebox go away, so a £150-a-year client becomes worth having.
Set the account up before they log in
Create a client, upload their statements, work through the categories. They activate later and walk into an account that already shows where they stand.
MTD-ready records, not a spreadsheet
Quarterly-shaped data from the start, with HMRC citations on every AI decision, so you can see why something was categorised the way it was.
Apply for a practice account
We review every practice by hand, usually within two working days. We're onboarding a small number at a time so we can support each one properly.
We check three things: your professional body membership, your HMRC agent reference, and your anti-money-laundering supervision. If something needs clarifying we'll email you rather than reject it.
Already invited by a client? You don't need to apply — use the link they sent you. Apply here when you want to bring your own clients on.