Now Live: MyDocSafe + TaxNav Integration — Free for UK Accountants

It's here. The MyDocSafe and TaxNav integration is now live — and it is free to use for accountants in the UK. What began as a preview of where digital client management and Making Tax Digital could meet is now a working part of your practice.

5 min read · For UK accountancy firms

When we first wrote about MyDocSafe and TaxNav coming together, Making Tax Digital for Income Tax Self Assessment (MTD ITSA) was still on the horizon. It is now a live operational reality for UK firms, and the moving parts have only multiplied — gathering client data, monitoring quarterly submissions, keeping communication clear and holding audit-ready records throughout the year.

That is exactly what this integration is built to simplify. And for accountants in the UK, it is free to use.

What the integration does

The integration connects TaxNav — HMRC-recognised MTD for Income Tax software — with MyDocSafe's secure client portals and workflow automation. Inside MyDocSafe it appears as TaxNavHQ: your central control point for MTD for Income Tax, giving you and your team one place to see and manage where every client stands. Instead of jumping between filing software, email inboxes and shared drives, your practice gets a single, connected view.

With the two platforms working together, you can:

• See MTD ITSA filing status in context. Monitor which clients' quarterly submissions are ready, due or overdue alongside the documents and approvals that support them.
• Chase less, automatically. TaxNavHQ's tailored reminders keep clients moving towards their quarterly deadlines, while MyDocSafe automates document requests and follow-ups.
• Keep everything in one place. Confirmations, correspondence, signed authorisations and supporting records live together in a branded, secure portal.
• Give clients one clear journey. Onboarding, data collection, e-signatures and filing feel like a single, joined-up service rather than a set of disconnected tools.

Free for UK accountants

The MyDocSafe + TaxNav integration is free to use for accountants in the UK. There is no additional cost to connect the two platforms and start monitoring your clients' MTD for Income Tax progress from within your existing workflow.

For firms already using MyDocSafe, it unlocks more value from the portals and workflows you have in place. For firms adopting TaxNav for MTD ITSA, it means your filing data and your client communication finally sit in the same operating model.

Why it matters now that MTD is live

MTD ITSA rewards firms that are organised, proactive and consistent across a recurring quarterly cycle. As we've written before, MTD is an operational challenge, not just a software one. The firms coping best are not simply the ones with the newest filing tool — they are the ones with repeatable, visible processes around it.

That is where combining tax filing and client management in one ecosystem pays off. When you can see filing status, outstanding documents and client responsiveness in one place, you can allocate your team's time where it is genuinely needed, catch problems earlier in the quarter and spend less of the year firefighting.

How to get started

If you already use both platforms, the integration is available to switch on now. If you are new to MyDocSafe, you can create secure client portals, automate onboarding, collect documents and obtain e-signatures — then connect TaxNav to bring MTD for Income Tax monitoring into the same workflow.

You can learn more about the MTD for Income Tax software and practice dashboard at TaxNavHQ.