Founding price £149 for the first 100 practices — then £199. The first HMRC quarterly deadline is 7 August 2026.
For UK bookkeepers & small accountancy practices

Get every client ready for MTD ITSA — then run the quarterly chase on rails.

One screen tells you who's in scope, who's ready, and who's at risk before the next HMRC deadline — and drafts the chase email for every client who's holding you up. Built for the practice, not another £xx/month SaaS bill.

Free · 2 min Not sure where you stand? Try the free MTD readiness checker first — get your score and your specific gaps before you buy.
  • Runs in your browser — no login, no client data leaves your device
  • The four real 2026/27 deadlines, encoded with live countdowns
  • 30-day money-back guarantee — keep the bonuses
~1,200quarterly updates a year for a 300-client book
cumulative update deadlines per client, per year
£0/moone-off tool, not a per-seat subscription
100%in-browser — your clients' figures never leave your machine
The real problem

MTD ITSA isn't an education problem. It's a recurring-chase problem.

You already understand the rules. What you don't have is a calm, repeatable way to move a whole book of sole-traders and landlords through four cumulative updates a year — and to know, on any given Tuesday, exactly who's about to turn the quarter into a scramble.

01

The chase eats your week

From April 2026 your in-scope clients owe HMRC a cumulative quarterly update every three months. That's the same "have you sent your records yet?" email, to dozens of people, four times a year — by hand, from memory, every quarter.

02

No single view of "who's at risk"

Some clients aren't on compatible software. Some are "in progress" but quietly stalled. Some are under threshold this year but in scope next year. Spreadsheets don't tell you who's about to turn into a deadline-week problem — until they do.

03

The fee conversation you keep avoiding

Four times the touchpoints means more work — but raising fees feels confrontational, so practices quietly absorb the margin. A vague "fees are going up" invites pushback; you need the words that hold the price.

04

The SaaS answer is a recurring bill

The big platforms solve this as part of a wider hosted workflow, with your clients' financial data sitting on their servers. For a sole-practitioner or a small team, that can be more tool, recurring cost and data-handling overhead than this specific chase job needs.

The mechanism

Paste your book in. Get a readiness picture and a chase queue out.

Three moving parts, one screen, zero monthly fee. It does the thinking you'd otherwise do in your head every quarter.

1

Segment

Add or import your clients once. The engine reads each client's qualifying income and sorts your whole book by threshold band (in scope now, 2027, 2028, or under) and by readiness — and automatically flags anyone at risk when they're not started and a deadline is closing in.

2

Track

The four real 2026/27 HMRC cumulative-update deadlines — 7 Aug, 7 Nov, 7 Feb, 7 May — plus the final declaration / tax return date, are encoded with live countdowns. The dashboard always shows the next deadline and exactly how many clients still owe you something before it.

3

Chase

Pick the deadline you're chasing for. The engine lists every client who's still outstanding and drafts a plain-English chase email per client — the right deadline date and the exact records you're waiting on, merged in. Copy it, or open it straight in your mail client.

Why client-side

The whole tool is a single page that runs in your browser. There's no account to create and no server to send your clients' figures to — everything stays in your machine's local storage. That's the privacy story the cloud platforms can't tell, and the reason it's a one-off purchase, not a subscription.

What you get

A working tool — plus the comms that make the change land with clients.

The core engine

Quarterly Readiness & Chase Engine

The client-side app itself: dashboard, full client book with search & filters, threshold + readiness segmentation, live deadline countdowns, the per-client chase-email generator, and CSV / backup import-export. Runs as a local browser file; you own your copy.

Bonus · saves time

The Quarterly Cycle SOP

A staff standard-operating-procedure that maps the whole quarter onto the tool — what to do at T-minus 4 weeks, 2 weeks, 1 week and deadline week, with roles for principal, preparer and admin. Turns the chase into a routine anyone can run.

Bonus · holds your fees

Fee-Change & Comms Scripts

Four battle-ready, editable scripts: the fee-increase letter that justifies the rise on the real 4× workload, a plain-English "what MTD means for you" explainer, a "you're now in scope" onboarding email, and a final-reminder nudge. Also built into the tool.

Bonus · zero setup

Sample book & import template

A realistic 8-client sample book to explore the tool instantly, plus a CSV import template so you can bring your real list in minutes — not retype it client by client.

Delivered as a single download (HTML + assets). Open it, it works. Free updates if HMRC adjusts the published dates or thresholds during the 2026/27 cycle.

Pricing

One practice. One payment. Every quarter, sorted.

MTD ITSA Chase Engine
Perpetual licence for your practice · all bonuses included
£199 £149 one-off
Founding price for the first 100 practices, then £199. Honest scarcity: the price genuinely rises — no resetting timers.
  • The full Quarterly Readiness & Chase Engine (perpetual licence)
  • The Quarterly Cycle SOP worth £49
  • Fee-Change & Comms Scripts pack worth £49
  • Sample book + CSV import template worth £19
  • Free updates through the 2026/27 cycle if HMRC dates change worth £39
  • 30-day no-questions money-back guarantee
Stacked value £447 — yours today for £149.
Get the engine — £149 →
Secure checkout via Lemon Squeezy (handles VAT). Instant download. One payment, no subscription.

One client retained, or one fee increase that sticks, pays for this many times over. Compare it to another hosted practice platform and a recurring bill for a workflow that can stay on your own device.

The "first quarter, sorted" guarantee

Use the engine on your real client book for 30 days. If it doesn't give you a clearer, calmer way to run the MTD ITSA quarterly chase than what you're doing now, email us for a full, no-questions refund — and keep the SOP and scripts. We only win if you do.

Honoured exactly as written. Your statutory rights are unaffected.

Questions

Straight answers before you buy

Does this submit to HMRC or calculate tax?
No — and that's deliberate. This is a practice-management and client-communication tool. Your MTD-compatible software still does the filing and the figures. The engine is what no software gives you well: a single view of who's ready, who's at risk, and the chase emails to fix it. It does not replace your professional judgement or the official HMRC guidance.
Where is my clients' data stored?
Only in your browser's local storage, on your device. There is no server, no account, and nothing is uploaded to us or anyone else. Use "Export backup" to keep a copy or move between machines. This is the privacy advantage over cloud practice tools that hold your clients' financial data for you.
Are the deadlines and thresholds accurate?
The four 2026/27 cumulative quarterly-update deadlines (7 Aug, 7 Nov, 7 Feb, 7 May), the final declaration / tax return date (31 Jan 2028) and the £50k / £30k / £20k phasing are taken from published GOV.UK / HMRC "Making Tax Digital for Income Tax" guidance current at the time of writing. GOV.UK is the authority — the tool tells you to verify there, and you get free updates through the cycle if HMRC adjusts the published dates.
Do late quarterly updates get penalties in 2026/27?
HMRC says it will not apply penalty points for late quarterly updates during the 2026/27 tax year. That does not make the updates optional: they still need to be submitted before the 2026/27 tax return can be filed, and tax return or payment penalties can still apply. The engine is built to prevent operational pile-ups, not to make penalty claims.
Why a one-off price and not a subscription?
Because it's a tool you own, not a service we host. There's no server cost to pass on to you. You pay once, it runs as a local file, and you're never exposed to a price hike on a recurring bill. If HMRC changes the published dates during the 2026/27 cycle, the update is free.
Can my whole team use it?
Yes — the licence is for your practice. The bundled SOP is written for a team with principal, preparer and admin roles, and the tool works on each person's machine. Because data lives per-browser, decide as a practice whether one person owns the master book (and shares backups) or each preparer runs their own segment.
I only have a handful of in-scope clients. Is it worth it?
If you'll be sending quarterly chase emails four times a year, the scripts and the per-client email generator save you the writing and the remembering every single quarter — and the book only grows as the £30k (2027) and £20k (2028) bands phase in. If it doesn't earn its keep in your first 30 days, the guarantee has you covered.
How do I get it after paying?
Instant download at checkout via Lemon Squeezy (our merchant of record — it handles VAT and the receipt). You'll confirm you want immediate access; doing so waives the 14-day cancellation right, but your 30-day money-back guarantee is more generous and still applies.

The first quarterly deadline is 7 August 2026.

Walk into it with your whole book segmented, your at-risk clients flagged, and the chase emails already written.

Get the MTD ITSA Chase Engine — £149 →