Engage your clients for MTD and year end

As MTD for Income Tax approaches and year end looms, many firms are realising their engagement setup isn’t built for what’s coming next. More frequent reporting, greater client involvement, and growing workloads can quickly create extra admin and cash flow pressure. We’ll also look at how to keep subscriptions, pricing, and ongoing services aligned as more clients move into digital software.

In this session, Jack Farrant is joined by MTD expert Lorraine Ellison, founder of Simply Additions. Lorraine has been part of the MTD beta since day one and brings practical insight from firms already working within the new requirements.

What we'll cover:

• How to identify which clients are mandated for MTD and when it applies

• What good MTD client onboarding and registration looks like in practice

• How to get client bookkeeping up to the standard MTD requires

• Ways to manage the increased workload and align fees with ongoing MTD work

Register now to get practical guidance you can put into action, plus access to our MTD readiness pack.