MTD Income Tax filing, run for every client at once.
Clients Assistant links each client's spreadsheet to HMRC for quarterly updates and final declarations — manage the whole book from one dashboard, without asking anyone to change how they keep their records.
Recognised by HMRC · Ref B2D5MT
"Every client's filing status on one screen — our whole team works from it now."
"Clients kept their spreadsheets. That was the whole reason we switched."
"Authorisation requests go out and come back in a couple of hours, not days."
"Setup for a new client takes ten minutes once the template's linked."
"Support answered a query on a client authorisation the same afternoon."
From sign-up to first filing in four steps
Connect your Agent Services Account
Link your existing ASA once — Clients Assistant uses it to retrieve obligations and file on your behalf.
Add your clients
Bring clients in individually or in bulk, and group them however your practice is organised.
Send authorisation requests
Each client approves access digitally by email — no paper, no separate HMRC login for them.
File and track from one dashboard
See what's due across every client, upload linked spreadsheets, and submit in a few clicks.
Pay per client, or commit annually for less
Choose per-month pricing with no minimum, or an annual plan that gets cheaper as your client count grows.
- Self-employment, UK & foreign property
- Unlimited submissions per month
- Live tax calculations & estimates
- Client management dashboard
- Submission receipts & audit trail
- Everything in Basic
- Muntiple Clients onboarding
- For onboarding 10 clients
Built for the way a practice actually files
One dashboard, every client
See each client's status at a glance — what's due, what's ready, and what's waiting on authorisation.
Keep clients on their own spreadsheets
Link the required fields with our template — no client needs to move to new accounting software.
Never miss a client's deadline
Set reminders for every key date across your book, and get alerted if a return looks incomplete.
Built-in validation before you file
Common errors get caught before submission, with downloadable HMRC receipts for your records.
Team-wide access control
Add unlimited users, assign clients to individuals or groups, and require partner sign-off before filing.
Enterprise-grade security
Two-factor authentication and industry-standard protection on every client's data.
Authorise once, file directly
Connect your Agent Services Account once, then retrieve obligations and file straight to HMRC.
Multiple agent accounts
Manage more than one Agent Services Account from the same Clients Assistant login where needed.
Support that knows the product
Friendly, UK-based support plus onboarding materials to get your team filing quickly.
Bridging templates & example records
Self-Employment template
Bridging template for self-employment MTD submissions.
ClientsAssistant_ITSA_SelfEmployed_FULL_Template.xlsxUK Property template
Bridging template for UK property MTD submissions.
ClientsAssistant_ITSA_UKProperty_FULL_Template.xlsxForeign Property template
Bridging template for foreign property MTD submissions.
ClientsAssistant_ITSA_ForeignProperty_FULL_Template.xlsxMultiple Clients onboarding template
Template for onboarding multiple clients for MTD submissions by agents.
ClientsAssistant_MultipleClients_Template.xlsxExample records — self-employment Quarter 1
Explore what compliant digital records should look like.
ClientsAssistant_Sample_ITSA_SelfEmployed_FULL_Template_Q1.xlsxExample records — self-employment Quarter 2
Explore what compliant digital records should look like.
ClientsAssistant_Sample_ITSA_SelfEmployed_FULL_Template_Q2.xlsxExample records — property Quarter 1
Explore what compliant digital records should look like.
ClientsAssistant_Sample_ITSA_UKProperty_FULL_Template_Q1.xlsxExample records — property Quarter 2
Explore what compliant digital records should look like.
ClientsAssistant_Sample_ITSA_UKProperty_FULL_Template_Q2.xlsxExample records — Foreign Property Quarter 1
Explore what compliant digital records should look like.
ClientsAssistant_Sample_ITSA_ForeignProperty_FULL_Template_Q1.xlsxSee the agent dashboard in action
Questions agents ask
This usually means HMRC's systems are temporarily down or there's a connection issue on our end. Try refreshing first; if it persists, contact support and we'll check your connection status.
Go to account settings and choose to reconnect your Agent Services Account, then follow the on-screen steps to complete authorisation again.
That client hasn't completed the authorisation step yet. Send them an authorisation request; once they approve it, their details and obligations appear automatically.
No — you can add as many clients as your practice needs, organise them into groups, and file for all of them from the same dashboard.
From the client management dashboard, select the client and choose to deactivate or remove them. Historical filing records are retained for audit purposes.
Clients also need to file VAT?
MTD VAT
File VAT returns the same way — link straight from each client's spreadsheet.
Clients Assistant MTD VAT →