Frequently asked questions

How it works, getting set up, fixing common issues and billing.

How it works

It does the clicking for you. It signs in to your HMRC agent account and collects the client information you would normally pull by hand - tax year overviews, account positions, payment references and more - then hands it back as tidy PDFs, images or data, ready to file or pass on.

Getting started

Troubleshooting

Billing