Keep review questions with the records
A shared workspace for questions, replies and reviewed periods.
Invite an accountant to a live read-only view, raise evidence or category questions and mark a reviewed period as complete.
No charge today. Cancel before the trial ends and pay nothing.
- For business owners and accountants who want a clearer handoff
- Online workspace
- Tax records stay connected
Accountant collaboration
Your live workspace
Built for useful work between tax deadlines.
Secure workspace
user-owned records
Clear next actions
without accounting jargon
Connected books
one source of truth
Ready for review
throughout the year
What you can do
A focused workspace, not another spreadsheet
Structured questions
Keep each question, context and reply together instead of losing decisions across email.
Evidence requests
Use the review workspace to explain what is needed and close the request once resolved.
Reviewed period locks
Show that a date range has been reviewed and should remain unchanged until unlocked.
How it works
Simple steps, clear records
HMRC submissions and provider connections remain under the business owner's control.
Invite the accountant
The owner controls access and can revoke it at any time.
Review the live books
The accountant sees current transactions, invoices and reports.
Resolve and hand off
Close questions, lock reviewed periods and download the reports needed for handoff.
Bring everyday work and tax records together.
Start with the tools you use throughout the year. Open the Tax workspace when an obligation needs attention.
£5 per month, billed annually after the 30-day trial.