Guides

Pick a feature to see how it works, step by step.

Connecting your Gateway account

Store your Government Gateway login once, securely encrypted, so tasks can sign in to HMRC on your behalf.

Pull a single piece of HMRC information for one client - the building block everything else is made of.

Check overdue and upcoming balances across many clients at once, instead of one at a time.

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.

Get authorised to act for a new client - request it and complete it with the client’s code - without leaving the tool.