Service
MTD for Income Tax arrives in April 2026 and multiplies client touchpoints roughly fourfold. We build AI systems for accountancy firms that absorb that workload: onboarding, chasing, deadlines, and routine queries handled by agents, reviewed by your team.
Why this matters
Practices are heading into MTD with the same headcount and four times the submissions. Dext solved receipt capture years ago, but onboarding packs, AML checks, deadline chasing, and the daily flood of routine client questions still land on qualified staff who should be doing advisory work.
Result focus
Quarterly MTD workload lands on agents instead of evenings, and qualified staff get their advisory hours back.
Our approach
What is included
What we automate
Engagement letters, AML checks, and proposal packs assembled automatically from client documents, flagging gaps instead of stalling for weeks.
VAT quarters, CT600s, confirmation statements, and MTD submissions monitored per client, with chasing that starts early enough to matter.
Clients chased for records and payment in your tone, escalating politely and logging everything. January stops being a hostage situation.
The 40 routine questions every practice answers weekly, answered instantly from your approved guidance, with anything judgement-shaped routed to a person.
You already pay for Microsoft 365. We set Copilot up properly, train the team, and build custom agents where it runs out of road.
Built for ICAEW expectations
Why practices are moving now
MTD for Income Tax starts in April 2026 for sole traders and landlords over £50,000, with the £30,000 band a year behind. Thomson Reuters puts UK tax and accounting firms using generative AI at 21%, up from 8% a year earlier. The window where automation is an edge rather than table stakes is about one filing season.
Works with your stack
What a first engagement looks like
The typical shape of a first project for a practice of 5 to 50 staff. Illustrative; every practice runs differently.
01
Week 1: workshop with the partners and practice manager. We map onboarding, chasing, and deadline workflows, pick one, and fix the price.
02
Weeks 2 to 4: build against your stack, calibrated on your letters and engagement terms.
03
Weeks 4 to 8: partner-reviewed calibration until outputs pass without edits.
04
Handover: the practice owns the system and the documentation. Support after that is optional.
FAQ
If a product solves it, buy the product: Dext for receipts, Karbon for practice management. A consultant earns their fee where workflows cross systems, like onboarding that touches AML checks, engagement letters, and your practice software at once. We say which is which in the first call.
That is the design case. Agents track each client's quarters, chase records ahead of deadlines, and prepare submission-ready data. Your team reviews and files; the chasing and assembly stop being manual.
Client data stays on controlled, UK-region infrastructure with defined retention, in line with ICAEW guidance and the PCRT. No client-identifiable data goes into public AI tools, ever.
Fixed price after a scoping workshop, typically four to low five figures for a first build. Running costs after handover are usually a few hundred pounds a month, which most practices offset inside the first busy season.
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