Your whole practice.
In one place.
Proposals, client paperwork, the books, the monthly pack and the year-end file. One place for your team, one app for your clients, and one set of figures from the first hello to the final sign-off.
for March
MakingTaxEazy in 26 seconds. Sample clients and figures.
Everything
Everything your practice runs on.
Start with the module that saves you most time. Switch the rest on when you're ready. The figures join up either way.
Win the client with a proposal they can sign.
Read, checked and coded before you open it.
Books for clients on Xero, and those who aren't.
A pack that won't go out with figures that don't tie.
The year-end file starts from agreed figures.
Beta
In active development.
Beta
Give your firm a premium look.
A premium space for your clients, with your name, colours and web address on everything they see.
Price on applicationAsk usFrom signed proposal to a client ready for your team.
The work was never the hard part. Keeping it in one piece was.
- A proposal in one app.
- Receipts in another.
- Chasing clients by email.
- The monthly pack in a spreadsheet.
- Working papers in a folder.
Now it's one place, with one set of figures. We are making tax eazy.
Client queries
Ask. Snap.
Sorted.
When a payment has no paperwork behind it, you ask in one tap. Your client gets it on their phone, snaps the receipt, and it lands matched to the bank line. No email chain, no attachments to rename.
Try it below: tap a stepProposals
Win the work.
Beautifully.
A proposal in your firm's look, built in minutes. Present it on screen or share a link. Your prospect picks a plan, watches the price update as they choose, and signs on their phone, with the engagement letter alongside.
Try it below: see how easy it is for new clients to sign upIllustrative only: sample proposal, client and prices.
Your plans, your look
Your logo, your colours and your own plans. Present it in the meeting or share a link afterwards.
Know when they've read it
See when it was opened and which sections they spent time on, so you call at the right moment.
Signed, letter and all
They sign on any device. The engagement letter and your terms are agreed in the same step.
One figure, every step
Snapped once.
Right everywhere.
Follow one bill. It arrives on WhatsApp, and the same £1,040.00 carries through the books, the monthly pack and the working papers to the year-end accounts. Nobody types it twice.
Sample client and figures.
Built around your firm
Your workflow.
Not ours.
Every practice runs its month end, its management accounts and its year end a little differently. Set the steps, the order and who signs off, once for the firm or client by client. MTE follows it every time.
Try it below: switch workflowNeed a step we don't do yet? We'll build it with you. Price on application.
- 1Bank reconciledChecked automatically
- 2Depreciation and accruals postedBookkeeper
- 3Checks passChecked automatically
- 4Commentary draftedMTE AI
- 5Manager reviewPriya
- 6Issued to the clientYour layout, per client
- 1Trial balance inFrom Xero
- 2Mapped to accounts headingsFormat 1
- 3Lead schedules, B to OYour file order
- 4Points to check clearedPreparer
- 5ReviewManager
- 6Sign-offPartner
- 1Bank statements inClient
- 2Missing receipts chasedAsked in the app
- 3Bank reconciledBookkeeper
- 4Payroll journal postedPayroll
- 5VAT checkedChecked automatically
- 6Ready for the packUnlocks Issue
- Demo Company LtdA person approves every document
- Harbour & Finch LtdPublish when every check passes
- Northfield Tool HireA person approves every document
The checks
Checks first.
MTE AI second.
Your team before the ledger.
Fixed checks run first
Does it add up? Is the VAT right? Is it already in Xero? A document that fails is held, and says why.
Then MTE AI
It suggests codes from the client's own chart and drafts the pack commentary. It suggests. It can't overrule a check.
Then someone at your firm
Out of the box, nothing reaches Xero until a person approves it. Every document keeps its history.
Straight answers.
Does it replace Xero?
No. For clients on Xero it works in their own Xero, with their chart, contacts and ledger. It replaces the tools and spreadsheets around Xero.
Can my clients use it without training?
That's the point. They see only what you've asked for: a receipt to snap, a question to answer, figures to approve. Each one is a single tap on their phone.
Are proposals part of it?
Yes. Build, present and get proposals signed, with your engagement letter and terms agreed in the same step. Onboarding and AML are coming next, so a signed client flows straight into the work.
What does MTE AI decide?
Nothing on its own. It reads documents, suggests codes and drafts commentary after the fixed checks have run. Out of the box, a person at your firm approves every document before it reaches Xero.
Where is client data held?
The application, the database and stored documents are hosted in London. Reading a document is processed outside the UK. We'll go through exactly how in the walkthrough.
Is it recognised for Making Tax Digital?
Not yet. MakingTaxEazy is in active development and is not yet recognised for Making Tax Digital.
Can we start with one module?
Yes. Start with whatever costs you most time and switch the rest on as you need them.
We are making tax eazy.
See your whole practice in one place, on a sample client like yours, from the first proposal to the year-end file.
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