Question 1

What does it do?

Accepted Answer

It signs in to your HMRC agent account and collects the client information you’d normally pull by hand: tax year overviews, account positions, payment references, statements and more. Run it for one client or your whole list, and the results come back as PDFs, images or spreadsheet data, ready for your working papers or client letters.

Question 2

How is this different from doing it manually?

Accepted Answer

It was built for accountants and agents, and it brings the everyday HMRC jobs of a practice into one place. Rather than signing in, searching for a UTR and clicking through pages for each client, you pick the clients and tasks once and it manages the run for you. The point is less administrative burden: the routine checking and collecting happens in the background while you get on with client work.

Question 3

Do I need to install anything?

Accepted Answer

No. It runs entirely in your browser, so there’s nothing to install. You just need your HMRC agent account and your usual Government Gateway sign-in.

Question 4

Which taxes does it cover?

Accepted Answer

Self Assessment and Corporation Tax today, plus agent authorisation (64-8 form filling and authorisation code management) so you can bring new clients on without leaving the tool.

Question 5

What do I need to get started?

Accepted Answer

Your HMRC agent account, your Government Gateway sign-in, and the clients you want to work with, either pasted in as UTRs or imported as a list. Setup takes about a minute.

Question 6

Where do my HMRC sign-in details go?

Accepted Answer

Into Settings → Gateway, where they’re securely encrypted and used only to sign in to HMRC when you run a task.

Question 7

Can I use more than one Gateway account?

Accepted Answer

Yes. If you act under more than one agent account, add each one in Settings → Gateway and choose which account to use when you run a task.

Question 8

Do you support Agent Services Accounts?

Accepted Answer

Not at the moment. The tool signs in with the standard Government Gateway agent account you use for HMRC online services. If Agent Services Account support would help your practice, contact support and let us know. If enough firms want it, we’ll look into it.

Question 9

Can I see it before signing up?

Accepted Answer

Yes. There are short demo videos on the signup page, the pricing page and in these guides, all showing the real product running on sample clients. The Free plan also gives you 10 tasks a month with no card, so you can try it on your own clients before paying anything.

Question 10

How long does a task take?

Accepted Answer

A single task usually takes a few seconds. Bulk runs work through your list together rather than one client at a time, so checking every client’s account position takes a few minutes.

Question 11

What is the Account Position report?

Accepted Answer

One report that checks the current balance and upcoming payments on account for every Personal Tax client you select, and shows the results on a single dashboard. Export it to CSV for your working papers or client letters.

Question 12

What are workflows?

Accepted Answer

A workflow is a set of tasks (for example a tax year overview, account position and statement) that you build once, save as a template, and run against any client list. The files come back named your way, in one zip.

Question 13

How does authorisation code management work?

Accepted Answer

It pulls every pending 64-8 authorisation request from HMRC into one list. As the codes arrive in the post, type them in and submit them all in one go, without opening each client in the portal.

Question 14

What counts as a task?

Accepted Answer

One piece of information for one client. Running the same task across ten clients counts as ten tasks. There’s no other metering behind it.

Question 15

Can it connect to our other software or internal processes?

Accepted Answer

Yes. We can provide API access so your own systems can trigger workflows and collect the results, for example from an Excel macro or your practice management tools. This suits firms that run their own internal processes. Contact support and we’ll set it up with you.

Question 16

Where are my Gateway credentials stored?

Accepted Answer

They’re securely encrypted and used for one thing only: signing in to HMRC when you run a task. They’re never shared, and you can update or remove them at any time in Settings → Gateway.

Question 17

Is this okay to use as an agent?

Accepted Answer

The tool signs in with your own agent credentials and only views information you’re already authorised to see, the same pages you would open yourself. You choose every client and every task, and nothing runs without you starting it.

Question 18

What happens to my clients’ data?

Accepted Answer

The information a task collects from HMRC is delivered to you and isn’t kept on our side. What we store is what the product needs to work: your account details, your client list (names, references and UTRs) and your securely encrypted credentials.

Question 19

How do I permanently delete my data?

Accepted Answer

Just contact us and we’ll permanently erase your stored credentials, clients and records.

Question 20

A task didn’t finish, what now?

Accepted Answer

It’s almost always a brief HMRC outage or a timed-out session, so the first thing to try is running it again. If one client keeps failing, check the UTR and that you’re authorised to act for them. The rest of your run isn’t affected.

Question 21

It said the session expired

Accepted Answer

Your HMRC sign-in dropped mid-task. Nothing is lost: run it again and a fresh session is created automatically.

Question 22

My Government Gateway sign-in is being rejected

Accepted Answer

First, check the same user ID and password work when you sign in to HMRC directly. If you’ve changed your HMRC password recently, update it in Settings → Gateway and you should be back in.

Question 23

Will it work with my Gateway account?

Accepted Answer

It works best with agent accounts that don’t ask for an access code on every sign-in, which is the typical setup for most practices. If yours requires a fresh code every time, an automated sign-in can’t enter that for you.

Question 24

My downloaded files aren’t named how I want

Accepted Answer

File names follow your naming template. Adjust it (for example {clientName} - {taskName}) and the live preview shows exactly how every file and folder will come out.

Question 25

Is there a free plan?

Accepted Answer

Yes. The Free plan gives you 10 tasks a month with no card. Standard and Professional add bulk reports, workflows, client import and higher limits when you need them.

Question 26

Is there a trial?

Accepted Answer

Standard comes with a 7-day free trial, and while it runs you get Professional-level limits so you can try everything at full size. Nothing is charged until the trial ends, and you can cancel any time before then.

Question 27

Can I change or cancel my plan?

Accepted Answer

Any time, in Settings → Subscription. If you cancel, you move to the Free plan at the end of the billing period and your data stays exactly where it is, so you can pick up later.

Frequently asked questions

How it works

Getting started

Features

Security & data

Troubleshooting

Billing

Ready to try it?