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ProductIn development

Chaseday

Making Tax Digital quarterly chasing for small accountancy practices. Works out who is in scope each year, tracks every client through each quarterly update and gives staff one exceptions list before every deadline.

Chaseday quarter board showing clients by chasing status with days left before the 7 November deadline

Highlights

  • Scope and deadline engine traced to GOV.UK
  • Graded reminders as ready-to-send email drafts
  • Exceptions list ranked by risk
  • Works alongside any practice software

Chaseday imports a client list from any practice software and checks who must use Making Tax Digital for Income Tax in each tax year, with the exemptions and the standard or calendar quarters.

It tracks each client through every quarter, drafts graded reminder emails (it never sends them), sorts the documents clients send back and ranks a staff exceptions list by risk, including the penalty points each client would have under the 2027 rules. Client data stays in the browser.

Pre-launch: register interest on the site.

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