🏦 White Label MTD Solution
MTD for Your Clients.
Your Brand.
Our Technology.
Give every one of your sole trader clients a branded, AI-powered MTD portal — fully white labelled as your practice. They submit in minutes. You receive clean, structured data. TaxSense™ handles the rest.
~5 min
Client submission time
90%+
AI categorisation accuracy
4 qtrs
Full year automated
👁 Live Portal Preview
The Opportunity
MTD is Coming for Every Sole Trader
From April 2026, all self-employed individuals with income over £50,000 must comply with Making Tax Digital. By 2027 that threshold drops to £30,000. Your clients need a solution — and you can be the one to provide it.
❌ Without MTD4Me
Manual chasing — Emailing and calling clients for figures every quarter
Data entry burden — Manually inputting client figures into your software
Inconsistent submissions — Different formats from every client, errors and omissions
No audit trail — Supporting documents stored inconsistently or not at all
Deadline pressure — Last-minute scrambles every quarter for every client
✦ With MTD4Me White Label
Client self-serves — They upload their bank statement CSV, AI categorises automatically
Instant structured data — Clean expense breakdown lands in your inbox, submission-ready
Your brand, your portal — Clients see your practice name, not a third-party tool
Automatic record keeping — Invoices, receipts and statements stored per quarter in Drive
TaxSense™ AI analysis — Every client gets a personalised summary, you look like a tech innovator
Simple Process
How It Works for Your Practice
1
We Brand Your Portal
We set up a white-labelled MTD portal in your practice colours and name. Ready in 48 hours.
2
Share With Clients
Send clients a single link to their portal. They bookmark it — that’s all the onboarding needed.
3
Client Uploads Statement
Each quarter, clients upload their bank CSV. TaxSense™ AI categorises every transaction automatically.
4
You Receive Clean Data
Structured MTD figures, AI analysis and supporting documents arrive in your inbox, submission-ready.
Live Mock-Up
See Your Brand on the Portal
This is exactly what your clients would see — fully branded to your practice. The G&G Accountants portal below is a live working mock-up of the white label product.
G&G Accountants
Green & gold · Playfair serif · Est. 1994
MTD4Me Default
Navy & gold · Hair & Beauty branding
✦ Your Branding Here
We match your practice colours, logo, and typography exactly. Clients see your name throughout — MTD4Me is invisible to them.
Request Your Mock-Up →
👆 This is a fully functional portal mock-up — scroll and interact with it
What’s Included
Everything Your Practice Needs
Full White Labelling
Your logo, colours, and practice name throughout. Clients never see MTD4Me branding — it’s your portal, your relationship.
Setup in 48hrs
TaxSense™ AI Engine
Claude AI categorises bank statement transactions with 90%+ accuracy. Clients get a personalised analysis. You get clean structured data.
Powered by Claude AI
Bank Statement Processing
Supports all major UK banks. Clients export CSV, upload once, done. No manual expense form required for Pro tier clients.
8 banks supported
Document Storage
Invoices, receipts, and bank statements stored per client, per quarter in Google Drive. Full HMRC audit trail maintained automatically.
5yr retention
Branded Client Emails
Every client receives a professional summary email with their figures, AI analysis, and downloadable reports — in your practice branding.
Fully customisable
Practice Dashboard
See all client submissions at a glance. Track which clients have submitted, which are outstanding, and download any report instantly.
Coming Q3 2026
Return on Investment
The Numbers Speak for Themselves
MTD4Me pays for itself with a fraction of one client’s quarterly work saved. Here’s what the economics look like for a typical bookkeeper or small practice.
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✦ ROI Calculator
25
£60
2h
Your Annual Numbers
Hours saved per year
200h
Value of time saved
£12,000
Annual MTD4Me cost
-£588
Net annual benefit
£11,412
Return on Investment
1,941%
💰 The Time Cost of Manual MTD
For a bookkeeper with 25 hair & beauty clients, manually processing quarterly MTD typically involves: chasing clients for figures, data entry, reviewing and correcting errors, and filing. At 2 hours per client per quarter that’s 200 hours per year — equivalent to 5 full working weeks.
⚡ With MTD4Me
Clients self-serve through your branded portal. Bank statement AI handles categorisation. You receive clean, structured data ready to review. Your involvement drops to 15-20 minutes per client per quarter — a review and approve workflow rather than a data entry one.
📈 The Opportunity Cost
Those 200 hours freed up annually represent 40+ new client engagements at typical bookkeeping rates, or simply a better work-life balance. MTD4Me doesn’t just save money — it creates capacity for practice growth.
Breakeven Analysis
One-off setup fee
£199.99
Setup fee recovers in
~2 client submissions
Monthly fee recovers in
~1 hour saved per month
Transparent Pricing
Hybrid Pricing — Fair for Everyone
A low base fee covers your core clients. A small per-client overage means you only pay more as your MTD practice grows. One-off setup fee of £199.99 covers full white label branding, configuration and onboarding.
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One-Off Setup Fee — All Plans
Full white label branding · Portal configuration · Webhook setup · Onboarding call · 48hr turnaround
£199.99
one time · per practice
Starter
Bookkeeper
Perfect for independent bookkeepers and small practices just getting started with MTD
£39
per month · includes 15 clients
+£3.00 per additional client/month above 15
✓ White label portal & branding
✓ Manual expense entry
✓ Branded client emails
✓ PDF & CSV reports
✓ Document storage
✗ Bank statement AI processing
⭐ Most Popular
Pro
Practice Pro
For growing practices who want the full AI-powered bank statement automation
£99
per month · includes 50 clients
+£2.00 per additional client/month above 50
✓ Everything in Starter
✓ Bank statement CSV upload
✓ TaxSense™ AI categorisation
✓ AI client commentary
✓ 123 Sheets XLSX export
✓ Priority support
Enterprise
Practice Enterprise
For larger practices and regional accountancy firms with high MTD client volumes
£199
per month · includes 150 clients
+£1.50 per additional client/month above 150
✓ Everything in Pro
✓ Unlimited client capacity
✓ Practice dashboard
✓ Custom integrations
✓ Dedicated account manager
✓ SLA guarantee
All prices exclude VAT · Annual billing available at 2 months free · Setup fee waived on annual plans over £199/month
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Early Feedback
What Accountants Are Saying
★★★★★
“The bank statement upload feature is a game changer. My clients just export their Starling CSV and the AI does the rest. I’m spending a fraction of the time I used to on quarterly MTD work.”
★★★★★
“Having our firm’s name on the portal makes such a difference. Clients think we built it ourselves — it’s elevated our tech image overnight. The AI commentary on each submission is brilliant.”
★★★★★
“We manage 60 hair and beauty sole traders. Before MTD4Me, quarterly submissions were a nightmare. Now it’s essentially self-service. Setup was done in a day and Ryan at SmartScan was incredibly helpful.”
Ready to See Your Portal?
Book a free 30-minute demo and we’ll build a live mock-up in your practice branding — no commitment required.
No setup fees · 48-hour turnaround · Cancel anytime