The Right Software, Set Up Properly
Making Tax Digital for Income Tax can only be done through HMRC-recognised software there is no HMRC portal to type your figures into. Choosing the wrong package, or setting it up incorrectly, means wasted money, broken digital links and a real risk of non-compliance.
Our MTD software setup service takes that risk away. We assess your needs, recommend the right software, configure it correctly, connect your bank feeds and HMRC, and make sure your digital links are unbroken from day one.
Choosing the Right Software
The best MTD software for you depends on your circumstances, not on whichever brand advertises hardest. We weigh up:
- Your income types sole trade, property, or both (each adds a reporting requirement).
- Number of properties or businesses which affects how the software needs to be structured.
- Whether you need extras invoicing, payroll or project tracking, or just clean MTD compliance.
- Budget free options exist for simple cases; paid packages add features.
We only recommend software on HMRC’s recognised list, and we match it to you. The main platforms we work with:
QuickBooks
Sole traders and small businesses wanting a strong all-rounder |
Xero
Growing businesses working closely with an accountant |
FreeAgent
Freelancers and contractors; often free with certain business bank accounts
Sage
Established businesses already in the Sage ecosystem |
Benefits of Proper Setup
- Compliant from day one records and digital links meet MTD rules immediately.
- Unbroken digital links data flows to HMRC with no manual copying that could fail a check.
- No wasted spend you pay only for the features you actually need.
- Fewer errors bank feeds and correct configuration reduce mistakes.
- Software you can actually use set up around how you work, not a generic default.
- Time saved no hours lost wrestling with settings you don’t understand.
Our Setup Process
We handle the whole setup end to end:
Assess your needs
We review your income sources, volume and requirements.
Recommend software
We choose the right HMRC-recognised package for you
Create and configure the account
We set up your chart of accounts and categories correctly to support your Digital Bookkeeping.
Connect bank feeds
We link your business accounts so transactions flow in automatically.
Import and test
We bring in your opening data and confirm everything works before your first deadline.
Ongoing Management
Setup is not a one-off. Software updates, your business changes, and questions come up. Our ongoing management covers:
- Updates and maintenance so your software keeps working as it should.
- Troubleshooting when something does not behave as expected.
- Reconciliations and checks to keep your data clean and accurate.
- Adjustments when you add an income source, a property or a new requirement.
Software Migration
Already using something that is not working for you? We move you across without losing data or breaking compliance whether you are switching from spreadsheets, paper, or another package, and even mid-year.
We export your existing records, import them into the new software, preserve the digital links, and make sure nothing is lost in the transition. You carry on as normal while we handle the move in the background.
Why Choose Us
- MTD specialists. We set up and manage MTD software every day, across all the major platforms.
- Qualified and HMRC-registered. HMRC-registered tax agents authorised to connect and act on your behalf, with professional indemnity insurance.
- Independent advice. We recommend what suits you, not whatever we are paid to push.
- UK-wide service. Based in Ilford, Greater London, serving clients across the UK through secure cloud software.
Our Client's success story
A contractor in East London had signed up for a well-known package after seeing an advert, then found it was overkill for his needs and he could not get the bank feed or HMRC connection working. With his first quarterly deadline approaching, he was stuck.
We reviewed his situation, moved him to FreeAgent (free with his business bank account), connected everything, and tested a submission within two days. His comment: “I’d wasted money and weeks before they sorted it in an afternoon.
Pricing
Software setup is included within our flat monthly service fee, agreed up front based on your needs. There is no separate setup charge for ongoing clients. If you only need a one-off setup, we will quote you a fixed price at your free consultation.
Book Your Free Consultation Today
Call us, message us on WhatsApp, or schedule a meeting online. Let's give you a dedicated accountant who keeps you compliant and your tax bill down all year.
Frequently asked questions
There is no single best option it depends on your income types, number of properties or businesses, the features you need and your budget. We assess your situation and recommend the right HMRC-recognised software for you.
Yes, free options exist for simpler cases, and some packages (such as FreeAgent) are free with certain business bank accounts. We will tell you honestly whether a free option suits you or whether a paid package is worth it.
You can record transactions in a spreadsheet, but it must connect to HMRC through bridging software via a digital link there is no HMRC portal to type figures into. For most people, dedicated software is simpler, and we can set up either approach.
Yes. As part of setup we authorise the software with HMRC, connect your bank feeds, configure your accounts and make sure the digital links are unbroken before your first deadline.
Yes. We migrate your existing records into the new software, preserve the digital links, and make sure nothing is lost even partway through the tax year.
Yes. We are based in Ilford, Greater London, and set up and manage software for clients across the whole UK, remotely and securely.
Get Started Today
Get the right MTD software, set up properly, connected to HMRC and ready before your deadline without the trial and error. We handle the lot, and keep it running for you afterwards.
