Guides

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

Running tax tasks

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.