Active clients
112
+3 this month
Awaiting docs
73
+6 since last week
Chases sent
91
this tax year
Overdue
12
needs attention
Client overview
View all
Client
Deadline
Documents
Status
Chases
Chase queue
Manage
Today —
Upcoming HMRC & Companies House deadlines
19 Mar
PAYE / CIS Monthly payment
11 payroll clients — Northgate Wholesale, Price Dental, Green & Sons + 8 others
31 Mar
Corporation Tax payment due
R. Hassan & Sons, Sarah Chen Ltd + 39 other CT clients (9m+1d after year end)
07 Apr
VAT Return — Q4 Jan–Mar 2026
7 VAT clients — Turner & Partners, Burns Transport, Hunt Engineering + 4 others
06 Apr
MTD ITSA Phase 1 — mandatory start
14 clients earning £50k+ must begin quarterly digital submissions to HMRC
19 Apr
PAYE / CIS Monthly
11 payroll clients — process by 19th
31 May
P60s — issue to all employees
All 11 payroll clients — Northgate, Price Dental, Green & Sons + 8 others
06 Jul
P11D — benefits in kind
Any clients with company cars, loans or expense benefits — review all 60 Ltd/LLP clients
31 Jul
2nd payment on account
All 49 SA clients — advance payment toward 2025/26 tax bill
31 Jan 27
Self Assessment — 2025/26 filing + payment
45 clients — document requests go out 6 April
All clients (112)
Client ↕
Deadline ↕
Documents ↕
Status ↕
Chases ↕
Chase queue
Overdue
In progress — active chases
Chase schedules by service
Self Assessment (9-month cycle)
Apr — day 1Request documents — tax year just ended
Late JuneGentle nudge — early filing = know your July payment on account
Late JulySecond reminder — cash flow benefit of filing early
Early SeptemberThird chase — mention Oct paper deadline, late fee warning
Early NovemberFinal warning — late fees now active, no more reminders
Mid JanuaryUrgent — 31 Jan deadline approaching, penalty warning
VAT Return (quarterly)
3 wks before endRequest quarter figures — sales, purchases, bank statements
1 wk before endFriendly nudge — needed to meet HMRC deadline
3 days beforeUrgent — cannot file without these, HMRC penalty warning
Payroll / CIS (monthly)
5th each monthPayroll / CIS info needed before RTI submission on 19th
12th each monthFinal chase — HMRC RTI due 19th, payment due 22nd
Awaiting client approval
Prepared and sent — chasing until signed off.
Tasks
Profitability
Based on time logged vs annual fees
All clients — ranked by effective hourly rate
Client
Annual fee
Hours
Effective rate
Rating
⚠ Disengage list
Clients costing more time than they're worth
Settings
Firm details
Practice features
MTD for Income Tax tracking
Show MTD countdown, flag Phase 1 clients (£50k+) and track quarterly submissions
Automated chase sequences
Send scheduled reminders automatically when documents are overdue
Compliance reminders
Alert when AML checks expire or engagement letters need renewal
Integrations
Nudge Client App
Push notifications → one tap upload. No more chasing.
E-signatures
Engagement letters signed digitally in portal
HMRC Agent Services
Submit 64-8 authorisations and track MTD submissions
Xero
Sync client data and deadlines
Companies House
Auto-verify client details and Confirmation Statement dates
Google Drive
Store and sync client documents
📁 All client documents are stored in line with HMRC 6-year retention requirements. AML records retained for 5 years after relationship ends (Money Laundering Regulations 2017).
Compliance
Documents
Recently received
Outstanding requests
Overdue — requested 14+ days ago, no response
Practice Reports
Period: