Join the waitlist and be among the first UK accountants to streamline your tax information collection. Save 10+ hours every tax season with secure, automated forms.
Join our exclusive waitlist and secure your 25% launch discount. We'll notify you the moment we launch.
Built specifically for UK accountants who value their time and want to provide an excellent client experience
Eliminate the back-and-forth of collecting tax information. Send forms once and track progress in real-time.
No login required. No app to download. Just a secure link that clients can access anytime, on any device.
Custom branding, automated reminders, and a central dashboard to manage all your clients.
Powerful features designed to make your life easier and your clients happier
Pre-configured forms including SA100, CT600, VAT Returns, P11D, R40, and more. Ready to send in seconds.
Bank-level encryption with secure tokens. Each form has a unique, permanent link that only your client can access.
Forms automatically save while the client is filling them out. They can return anytime and pick up exactly where they left off.
See at a glance which forms are sent, opened, in progress, or completed. No more guessing who needs a reminder.
Clients can upload supporting documents (PDFs, images up to 10MB) directly with their form submission.
Send forms directly to clients via email with customizable messages and automated reminder options.
From setup to submission in just a few simple steps
Quickly import or manually add your client list. Include their name, email, and any relevant notes. Takes just a few minutes to set up.
Choose from 8 UK tax form templates, select your client, and send with one click. Add a custom message if needed.
Your client receives an email with a secure link. They open it on any device, fill out the form at their convenience, and their progress auto-saves every 30 seconds.
Watch form status update in your dashboard. See when clients open, start filling, and complete their forms. Know exactly who needs a reminder.
When complete, review all responses in one organized view. Download supporting documents. All the information you need, neatly organized and ready to process.
Submitted by John Smith • 10 Nov 2025