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Free tools for UK accountants

Practical, no-login planning tools to help your practice get ahead of Making Tax Digital and client onboarding.

For UK accountants

MTD Client Segmentation Tool

Segment your sole trader and landlord clients by Making Tax Digital deadline, readiness risk and onboarding priority — then download a 30/60/90-day action plan.

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Want help turning the output into real client workflows?

MyDocSafe gives your practice secure portals, e-signatures, webforms, reminders and onboarding workflows.

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