Tax Return Preparation for Accounting Firms. Built for Complete Returns and Confident Filing

It keeps every return's documents, computations and approvals in one place: records collected through a secure request, drafts reviewed together, and the signed return filed with its full evidence trail for any HMRC query. It's one job inside document management for accountants.

Yes. Every request carries automatic reminders, and because each task arrives addressed to the client, they act on it. As Susan Rickerby at Lloydbottoms puts it: "People know they need to look at it because it's got their name on it."

Draft computations, supporting schedules and working papers live against the return's record, and your team co-authors in Microsoft 365 without downloading and re-uploading, so version control happens automatically and every comment stays in context.

You share the draft return securely, capture the client's questions in the same thread, and collect approval with built-in eSignature. Directors can sign from a phone, and the signed return files itself back to the client record. The full capability set is on our platform overview.

The full evidence trail sits in one record with timestamps: computations, schedules, workings, correspondence and the signed return. You produce the story of the return without reconstructing it from inboxes, the same way working papers stay audit-ready all year.