Pricing
One simple price for your MTD bookkeeping workflow.
Start with your first month free. After that, SimpleTaxFlow is £6 per month, or £60 per year if you prefer annual billing. The complete web portal is included, and WhatsApp is always optional.
First month free
MTD-ready workflow
WhatsApp optional
First month free
SimpleTaxFlow
£6
/month
- First month free
- £6 per month after the trial
- Annual billing available at £60 per year
- MTD for Income Tax quarterly submissions
- Cashbook, CSV imports, invoices, quotes, reports, and exports
- WhatsApp is included, but optional
- Bank sync launching in early 2027
Start first month free
Or £60 per year after your free trial. Cancel anytime.
Feature summary
Everything in the plan.
No artificial tiers for core compliance. The plan includes the tools needed to capture records, reconcile activity, file MTD updates, and understand what still needs attention.
FeatureSimpleTaxFlow
Monthly price£6/month after the first month free
Annual price£60/year
Add income and expenses onlineIncluded
Send receipts by WhatsAppIncluded and optional
Bank syncLaunching early 2027
Included features
Built for the actual MTD workflow, not just filing day.
MTD for Income Tax
- Connect to HMRC for Making Tax Digital
- Prepare and check quarterly updates before filing
- See tax estimates, HMRC's own calculation, profit, and due dates
- Record CIS deductions with calculated 20%/30% rates
- Open a secure preview before submission
- Submit quarterly updates to HMRC
- Keep digital records for sole traders and landlords
Add income and expenses
- Add income and expenses online
- Record transactions by plain text in WhatsApp
- Attach receipts, invoices, images, and PDFs as evidence
- Review, edit, categorise, and delete records
- Find items that still need a category
- Upload receipts on the web and let OCR fill in the details
- Keep separate records for multiple income sources
Import bank statements and match records
- Import bank statement CSV or Excel files
- Download a SimpleTaxFlow CSV template
- Recognise common UK bank export columns automatically — or remap them yourself
- Match statement rows against existing receipts and invoices
- Review imported rows before they join your records
- Avoid duplicates where exact matches already exist
- Bank sync planned for early 2027
Send receipts by WhatsApp
- Send receipt photos, invoice images, and PDF evidence
- Use commands like SUMMARY, TAX, DUE, READY, PREVIEW, and LAST
- Claim business mileage at HMRC rates from chat
- Create invoices in plain English from chat
- Draft quotes in plain English from chat
- Turn weekly digest and deadline reminders on or off
- Check settings and AI usage limits
Create invoices and track payments
- Connect Stripe if you take online payments
- Create and send invoices from the web app
- Create and send invoices from WhatsApp
- Send quotes as branded PDFs and convert them to invoices
- Track draft, sent, paid, overdue, and refunded invoices
- Automatically log paid invoices as income
- Review unpaid invoices in reports
For sole traders and landlords
Try the full product for a month before paying.
Use the web app, WhatsApp capture, CSV imports, invoices, reports, and MTD filing checks during your first month.