PracticeComplyCompliance workspace
PL Start from £9/month
MTD client workflow

MTD client tracker for UK accountants and bookkeepers

MTD creates a simple question that quickly becomes hard to manage across a whole practice: which clients have been reviewed, which clients need more information and which follow-ups are still open? For many small UK accountancy and bookkeeping practices, the first answer is a spreadsheet. That can work for a short list, but it becomes fragile when client notes, document requests, language preference and deadlines live in different places.

PracticeComply gives a practice a more structured MTD client tracker. It is designed for the operational work around MTD readiness: recording client status, asking for missing information, keeping open actions visible and helping the team explain the next step to the client. The aim is not to replace the accountant's professional process, but to make the repeatable follow-up work easier to see and easier to manage.

A typical problem is a client who may be in scope but has not sent the latest income figures, bank statements or confirmation of self-employment and property income. The accountant knows what is needed, but the chase is spread across email, WhatsApp notes and a spreadsheet row. Two weeks later it is hard to know whether the request was sent, whether the client replied and who should chase again.

With PracticeComply, the client can be added to the portal, marked with an MTD status and given a clear request for the missing records. The practice dashboard then shows open, received, due soon and overdue work. If the client prefers Polish, the practice can keep communication in English, Polish or both, while official UK terms such as MTD, HMRC and UTR remain clear.

PracticeComply is not HMRC filing software and does not file with Companies House. It is a client workflow and readiness tracker for accountants and bookkeepers who still use their existing tax software, professional judgement and official guidance when making filing or advice decisions.

Start now Ask before buying

Example accounting problem

A small practice has 80 sole trader and landlord clients. Some may need MTD planning, some are below the current threshold and some cannot be assessed because the latest income information is missing. The team starts with a spreadsheet, but notes become inconsistent and reminders are easy to miss.

  • One column says needs review but does not explain what is missing.
  • Client replies are stored in individual inboxes.
  • The practice cannot quickly see who needs a reminder this week.
  • Polish-speaking clients need clearer wording than the default English email.

How PracticeComply helps

PracticeComply turns that spreadsheet row into a client profile with status, requests, activity and next actions. The practice can keep the MTD readiness decision separate from the practical task of collecting information from the client.

  • Record whether the client is not checked, likely in scope, future-year planning or currently below threshold.
  • Create a request for bank statements, income summaries, UTR or other missing details.
  • Review uploads and close requests when the client responds.
  • Use Action Center to see overdue and due-soon follow-ups first.

What the client sees

The client does not need a complicated practice-management account just to answer a request. They can use a private link to read the request, upload a file or add a note. This is useful when the goal is to collect a narrow piece of information rather than onboard the client into a full portal.

  • Plain request wording for missing MTD information.
  • Optional Polish or bilingual explanation.
  • Private upload workflow for requested files.
  • No claim that PracticeComply submits tax returns.

Disclaimer

PracticeComply is a workflow product for practice operations. It should be used alongside your normal tax software, HMRC guidance and professional review process.

  • PracticeComply is not HMRC filing software and does not file with Companies House.
  • It does not decide whether a client is legally in scope for MTD.
  • It does not provide tax advice to the practice or the client.
  • The accountant remains responsible for advice, filing and client communications.
Next step

Start tracking client actions in PracticeComply

Start tracking client actions in PracticeComply Ask before buying
Trust

Built for careful practice workflows

Secure Stripe billing

2FA for practice users

Companies House public data sync

No HMRC filing or Companies House filing

Useful links

Open the key PracticeComply pages

Pricing

Compare Starter, Practice and Growth.

MTD page

Read the wider MTD readiness overview.

Related pages

Continue with a related workflow

Why MTD tracking needs a workflow

MTD readiness is not only a deadline problem. It is a client communication problem. The practice needs to know who has been checked, what evidence is missing, which client has replied and what should happen next.

A dedicated tracker helps keep the work visible without claiming to replace tax software, HMRC guidance or the accountant's professional judgement.

FAQ

Questions before you start

Is this an MTD filing product?

No. PracticeComply is a tracker for readiness, missing records, client requests and internal follow-up. You still use your chosen HMRC-recognised filing software for submissions.

Can bookkeepers use it before a client is definitely in scope?

Yes. The workflow is useful while the practice is still checking client information. You can record that a client needs review, is below threshold, or needs more evidence before the status is clear.

Can I use it for Polish-speaking clients?

Yes. PracticeComply is built for practices that need English and Polish client communication. It keeps official UK terms visible while allowing practical explanations in Polish.

What happens if we already use spreadsheets?

You can start with a small client group and move only the repeat follow-up work into PracticeComply. The goal is to reduce missed actions, not force a full practice-management migration.