Automate time-consuming tasks to spend more time optimising returns
Our portal is set up to make the tax return process easier for our customers, but it also makes things easier for our accountants. Our handy prompts, questions and explanations help customers pull together all the information they need, making the Self Assessment process much more streamlined, with less back-and-forth between customer and accountant.
After each round of accountant feedback, the customer is automatically notified of any actions they need to take. Plus, our expert customer success team is on hand to help guide customers through the process, so accountants can focus on what they do best – optimising tax returns.