Help & guides
It signs in to your HMRC agent account and pulls the client information you would normally click through by hand - a job that takes an afternoon takes minutes. New here? Start with the getting-started walkthrough, or try the demo first.
Your Government Gateway details are stored encrypted and only used to sign in to HMRC when you run a task. Everything is read-only except agent authorisation, which only runs when you explicitly start it.
Getting started
From sign-up to your first downloaded result in five steps.
Feature guides
How to run tax tasks, bulk reports, workflows and authorisation.
FAQ
Quick answers on how it works, troubleshooting and billing.
All guides
Running tax tasks
Pull a single piece of HMRC information for one client - the building block everything else is made of.
Bulk Account Position report
Check overdue and upcoming balances across many clients at once, instead of one at a time.
Workflows
Build a repeatable job once - a set of tasks, a naming convention, a download format - and run it across a whole client list in one go.
Agent authorisation (64-8)
Get authorised to act for a new client - request it and complete it with the client’s code - without leaving the tool.
Try it on sample clients - no account needed
The interactive demo runs the full product end to end. When you're ready, the Free plan includes 10 tasks a month and takes a minute to set up.