Free tools for UK accountants
Practical, no-login planning tools to help your practice get ahead of Making Tax Digital and client onboarding.
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.
Open the toolTaxNavHQ ROI Calculator
Estimate the hours and the money your practice could recover each year by automating the document admin around annual tax jobs — with the minute-by-minute breakdown behind the number.
Open the toolClient Onboarding ROI Calculator
Estimate the annual value of automating new-client onboarding — proposals, document chasing, webforms, ID checks and signatures — using your own volumes and charge-out rate.
Open the toolSoftware Stack Savings Calculator
Build your current e-signature, onboarding, portal and practice-management stack from named providers and compare its estimated annual cost with MyDocSafe — with every price and source shown.
Open the toolWant help turning the output into real client workflows?
MyDocSafe gives your practice secure portals, e-signatures, webforms, reminders and onboarding workflows.
Book a MyDocSafe demo