Join our monthly webinars!

Join accounting technology expert Will Spence as he explains how accountants and bookkeepers can ease the difficulties around client accounting data capture and reconciliation for tax returns and legal requirements such as Making Tax Digital!

Lunch and Learn

In each monthly 30-minute webinar, Will Spence examines the MTD requirements and then shows how it's possible for accountants and bookkeepers to ensure that minority of clients who don't, can't or won't use software can still be brought into line with the MTD for Income Tax requirements.

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The solution is to use AccountsPrep, the new add-on for accountants and bookkeepers from AutoEntry that makes bulk reconciliation of client data incredibly efficient. Accountants and bookkeepers are already finding how it's transforming their Self Assessment processes, and are planning their MTD service offerings around it.

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In this webinar you'll learn:

What the MTD for Income Tax actually requires of clients so they can be compliant.
How using data entry automation to grab data from paperwork like receipts, invoices or bank statements is the first and best step towards a robust MTD for Income Tax plan.
How to deal with clients who turn up with carrier bags or shoe boxes full of paperwork and expect you to take care of it. Can these people be MTD compliant? Yes!
The end-to-end process for dealing with "difficult" clients so can ensure they are seamlessly within the rules for each MTD quarterly report.

About our expert voice

Learn more about the host of this webinar.

Will Spence

Senior Product Specialist

Will Spence is AutoEntry’s Senior Product Specialist and an expert in helping accountants and bookkeepers streamline their processes through the use of technology. Every day he speaks to accountants and bookkeepers in practice to help them understand how technology can increase not just their own efficiencies and revenue, of course, but also those of their clients.