Features
Everything in one platform
The compliance engine that powers your firm — and the client app that puts it in their pocket.
Live from HMRC
Corporation Tax
Balances and payment dates pulled from the HMRC agent portal and Companies House.
PAYE & NIC
Outstanding balances, overdue amounts and unallocated credits, surfaced per client.
VAT (MTD)
Obligations and liabilities via the Making Tax Digital API.
Self Assessment
Liabilities and filing deadlines once your MTD credentials are live.
For your clients
Firm-branded app
A simple iOS & Android tax-reminder app carrying your firm's identity.
Smart deadlines
Clients pick their taxes; the app generates the right dates automatically.
Reminders they choose
30 / 15 / 7 / 1 day — or all of them. Gentle nudges, fewer chasing calls.
Paid status, end to end
What you mark in the portal flows straight to the client's app.
Run your firm
Karbon sync
Your client list and work items stay in step with Karbon.
Team & roles
Invite colleagues with the right access; isolate every firm's data.
CSV import & invites
Bulk-load clients and invite them to the app by email or code.
Billing by client count
Transparent tiers that scale as you grow.
Secure by design
Two-factor auth
TOTP MFA, enforced for staff handling client data.
Per-firm isolation
Strict scoping so firms only ever see their own clients.
Full audit trail
Every access to client data is logged.
Encrypted credentials
HMRC tokens and gateway secrets stored AES-256-GCM encrypted.