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Client Dashboard
Manage engagement letters, signatures and AML records
⚠️ 0 client(s) have not signed past their deadline
Send reminders individually or use Remind All to chase everyone at once
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📊 MTD Tracker
📅 Deadlines
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Client Type Service Signature Deadline AML Actions
Add New Client
Review & Send Engagement Letter

Sending to: — Edit the letter below before sending. The client will see exactly this.

You can edit any part of this letter. The client will sign exactly what you see here.

No signature saved yet — use Draw or Upload to add one.
MTD Record —
Select when reminders are sent before the submission date. Reminders go to both the client and the accountant.
💡 Requires cron job to be active on the server — see setup guide.
MTD for Income Tax requires clients earning over £50,000 from self-employment or property to keep digital records and submit quarterly updates to HMRC using compatible software from 6 April 2026.
📋 Send Client Onboarding Link

Send a link to a new or prospective client so they fill in their own details. Their information arrives directly in your dashboard ready to activate.

📅 Deadline Setup —

Configure which deadlines apply to this client. Dates auto-calculate. You can mark individual deadlines as filed or paid from the Deadlines tab.

Used to calculate CT return, CT payment, and Companies House accounts due dates.
Find on Companies House. Recurs annually.
VAT returns due 1 month + 7 days after quarter end (online filing).
RTI submissions due by 19th of each month.
SA deadline: 31 Jan (online). Payment on account: 31 Jan + 31 Jul.
Note: Deadlines are calculated automatically. Use the Deadlines tab to mark each deadline as Filed, Paid, or Pending.
Internal Notes

Notes for:
Internal only — not visible to client

AML — Customer Due Diligence

⚠️ You remain legally responsible for client identity verification under the Money Laundering Regulations 2017. This record assists your compliance recordkeeping — it does not constitute verification itself.