Making Tax Digital for Accountants and Bookkeepers

Helping clients comply with MTD just got more demanding — here's how to stay ahead

Accountants and bookkeepers, whether you're a sole practitioner or run a growing practice, Making Tax Digital has made client support more complex. You're not just managing your own deadlines — you're responsible for guiding clients through theirs.

What's the real issue?

The hidden risks of partial compliance

Accountants and bookkeepers are under pressure from all sides — and MTD is adding to the load:

Clients relying on outdated tools like spreadsheets
Chasing missing records and receipts
Increased admin for quarterly submissions
Risk of fines and lost trust if things go wrong

What's changing with MTD?

Making Tax Digital now affects multiple client types:

VAT: All VAT-registered businesses must use MTD software
Income Tax: From April 2026, sole traders and landlords earning over £50k must join
Threshold drops: to £30k in April 2027, then to £20k in April 2028

You must help clients:

Keep digital records
File quarterly updates using HMRC-recognised software
Avoid costly mistakes and late submissions

Not offering MTD-ready services? You risk losing clients to more tech-savvy competitors.

There's a better way

Stop juggling spreadsheets, bridging tools, and patchwork systems.

	Paper	Spreadsheets	Clear Books
HMRC-recognised
Quarterly updates
Designed for MTD
Ideal for clients

With Clear Books, you and your clients can manage VAT and Income Tax updates in one shared, compliant system.

What to look for in MTD software for clients

HMRC-recognised
Easy for non-accountants to use
Built for VAT, sole traders, and landlords
Scales across multiple clients
Offers accountant access and collaboration

Why Clear Books is built for accountants and bookkeepers

Clear Books gives you the tools to serve clients better — and stay compliant with less effort.

Manage multiple clients from a single login
Collaborate with clients in real time
File VAT and Income Tax updates directly to HMRC
Use from your phone, tablet, or desktop
Clients can sign up for a free account