Seven features that address the specific problems quarterly compliance creates — from the first document request to the final working paper.
The problem: Every document request, review cycle, and filing window lands at the same time across your whole client list. There's no spreading it.
A visual portfolio view showing the current quarter status, next deadline, and preparation stage for every client — updated in real time as work moves forward. You see the full picture at a glance and drill into any client without hunting across documents.
Template: Q2 document request — sole trader
Sequence active · started 1 Oct 2026
Q2 documents requested — bank statements, invoices, receipts
No response — gentle follow-up sent
Still no response — escalated, copied to practice manager
Documents uploaded via portal — sequence paused automatically
Would have sent final notice — skipped on response
The problem: You can't manually chase 100 clients for documents four times a year and maintain the same quality of communication every time. Something slips — usually with the clients who are most likely to be late anyway.
Reminder sequences built per client segment. They escalate on a set schedule if a client hasn't responded, and pause the moment they upload documents or reply. Once configured, the sequences run without any manual intervention.
The problem: "Where are we with Q2?" Four times a year, from every client who wants to know if things are on track. Multiplied across 50 clients, that's a significant amount of time spent on status updates.
Each client gets their own portal — a simple view showing what you need from them, by when, and what you've already received. They log in without a password (magic link), see their outstanding checklist, and upload directly.
Self Employment · S Mitchell Consulting
7 Nov 2026
What we need from you
⚠ Query: please use the simplified flat-rate method
2025–26 · Self Employment
Please confirm business vs personal split — current split appears reversed.
The problem: Bank statements via email, receipts photographed on WhatsApp, a PDF of something unlabelled arriving two days before the deadline. Quarterly document collection without structure produces chaos at scale.
Structured collection with defined tasks per quarter. Each document request is specific — the client knows what's needed and why. Files arrive against the right client, the right quarter, and the right category.
The problem: The four weeks before each deadline look the same on paper until you're in them. By the time the pressure is visible, there's little room to move work around.
A forward-looking view of workload across your team, mapped against actual client deadlines. You can see pressure building six weeks out and redistribute clients before it becomes a problem.
James K. has 14 deadlines in the next 60 days. Consider redistributing before the quarter peaks.
Message preview
Subject: Your Q2 records are now open
Dear {{client.name}}, Q2 is now open for your property income returns. Please log in to your portal to upload records for the period April–June…
Recipients
Redwood Properties
admin@redwoodproperties.co.uk
Claire Hassan
claire@hassanproperties.co.uk
Parkview Consulting
accounts@parkview.co.uk
NW Lettings Ltd
info@nwlettings.co.uk
The problem: Sending a quarter kickoff, a regulation update, or a service announcement to your client base means either individual emails or a generic blast with no targeting. Neither scales, and neither tells you who actually received it.
Send targeted messages to your whole client base or a specific segment — with personalisation, delivery tracking per recipient, and a full history of what was sent and when. The right message reaches the right clients without manual effort.
The problem: Five sets of working papers per client instead of one. That's 500 sets for a practice with 100 clients. Manually producing working papers the traditional way isn't sustainable at the scale MTD IT creates.
Working papers assembled from what actually happened during the quarterly cycle — documents collected, communications sent, figures reviewed, sign-offs recorded. You're not compiling from scratch; you're approving and exporting.
Xero, QuickBooks, Sage, FreeAgent .