A Game Changer for Accountants Preparing for MTD ITSA Making Tax Digital for Income Tax Self Assessment (MTD ITSA) is fast approaching, and for many accountants, staying compliant is only part of the challenge. The real test lies in managing every moving part — from gathering client data and monitoring submissions to maintaining clear communication and audit-ready records. That’s exactly what TaxNav and MyDocSafe are coming together to solve.
MyDocSafe is a secure client management and workflow automation platform trusted by accounting firms across the UK. It helps practices bring every element of client interaction into one branded, compliant environment.
With MyDocSafe, you can:
Create secure client portals – Centralised spaces for all communication, document exchange, and collaboration.
Use built-in e-signatures – Get engagement letters, returns, and agreements signed quickly and securely.
Automate onboarding – Send quotes, collect AML/KYC data, and onboard new clients with custom workflows.
Build your own forms – Capture client information digitally and reduce time spent chasing details.
MyDocSafe is designed for small and medium-sized accounting firms looking to streamline operations, improve compliance, and enhance client experience — all while maintaining full control over branding and data security.
The upcoming integration between MyDocSafe and TaxNav will take digital client management to the next level.
When launched, this integration will allow accountants to monitor MTD ITSA filing progress directly from within their MyDocSafe portals, combining TaxNav’s digital filing capabilities with MyDocSafe’s secure client collaboration environment.
You’ll be able to:
View the status of clients’ MTD ITSA submissions in real time
Receive alerts and reminders when filings are due
Keep all related documents, confirmations, and correspondence in one place
Offer clients a seamless digital experience that connects tax filing and communication
With MyDocSafe and TaxNav working together, accountants will gain a complete, end-to-end digital solution — from engagement to compliance monitoring.
As MTD ITSA becomes a reality, efficiency and visibility will be critical. Accountants who can combine client management and tax compliance in one ecosystem will be better positioned to serve more clients, reduce errors, and scale their practice confidently.
The MyDocSafe + TaxNav integration will do just that — offering a single, secure environment for managing, filing, and communicating with clients throughout the MTD process.
The integration is currently in development and will launch soon.
If you already use MyDocSafe or are planning to adopt TaxNav, this collaboration will unlock even greater value from both platforms.
👉 Subscribe to updates on TaxNav.digital to be the first to know when the integration goes live — and start preparing your practice for the future of digital tax.
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