The white-label platform built for the MTD generation.
Your firm. Your brand. Your subdomain. Our multi-tenant CRM, MTD ITSA workflows, e-sign, AML and AI underneath — invisible to your clients.
Everything a UK practice needs. Under your brand.
Branded sub-site
Your own 5-page marketing site (Home / About / Services / Pricing / Contact) on your subdomain — your colours, your logo, your copy. No 'powered by' clutter.
Branded client portal
Same multi-tenant portal under your brand. Statements, returns, MTD quarterly hub, e-signed engagements, secure messaging — all white-label.
MTD pipeline view
Every client × every quarter in one board. Green / amber / red status, auto SMS + WhatsApp reminders, audit log of every chase.
Workflow templates
Built-in SA / VAT / payroll templates that turn into task lists when you click 'Start'. Define your own and reuse across your client book.
Onfido AML included
AAT-supervised AML by default — passport + selfie + address proof in 90 seconds. Cost passed through. No separate Firmcheck subscription.
Proposals + e-sign
Draft a fixed-fee engagement, send to client, they e-sign in their portal, you get notified. Stripe-ready for recurring billing.
Monday morning, one screen.
Open the MTD pipeline. See which clients need a nudge for the quarter. Click "Send reminders" — SMS and WhatsApp queued. Approve four returns from the review queue. Done by 10am.
Quick questions, answered.
How is this different from TaxDome or Karbon?
Those tools are single-firm. We are multi-tenant by design — every agency gets its own sub-site + portal under its own brand. No-one else in the UK does this end-to-end.
Do I need to be HMRC-recognised for MTD ITSA already?
No. You bring the client relationships and the practising certificate. We handle the recognised-software pathway so quarterly submissions flow through.
What does it cost?
A per-active-client monthly fee, billed to your agency. You set your own pricing for clients. We share a transparent rate-card — no surprise invoices.
Can I bring my existing clients?
Yes. We import from Xero / QuickBooks / spreadsheets, plus we'll mirror your existing engagement letter terms so onboarding feels invisible to clients.
Ready to white-label your practice?
Two-minute onboarding. Pick a subdomain. Admin approves. You're live this week.