MTD Packages

From April 2026, HMRC is changing how Self Assessment works under a new system called Making Tax Digital for Income Tax (MTD ITSA). If you’d like to learn a bit more about MTD, have a read here. As a result, we’ve developed three packages:

Essentials
£64.90 every month

From £53.50 per month*

Stay Compliant. Stay in control.

Perfect for confident sole traders who like to stay hands-on, but want expert support when it matters most. Available to clients with a maximum turnover of £80k per year.

Included:

  • Year End Accounts & Self Assessment Submission

  • Your own dedicated accountant

  • Automatic reminders for all your important deadlines

  • Mobile app for your quotes, invoicing, expenses & bank feeds

  • Representation in the event of an HMRC investigation

  • MTD Final Declaration

  • MTD Quarterly Submissions

  • Minor Bookkeeping corrections

*Subject to having an eligible Mettle, NatWest or RBS business bank account once connected to FreeAgent Accounting Software.

All packages are subject to our terms and conditions.

Business Friend
£84.90 every month

From £73.50 per month*

Here to help when it matters most.

Our most popular package — designed for sole traders who want clarity, confidence and time back. You focus on running your business. We’ll handle the numbers.

Included:

  • Year End Accounts & Self Assessment Submission

  • Your own dedicated accountant

  • Automatic reminders for all your important deadlines

  • Mobile app for your quotes, invoicing, expenses & bank feeds

  • Representation in the event of an HMRC investigation

  • MTD Final Declaration

  • MTD Quarterly Submissions

  • We take care of your bookkeeping quarterly (up to 100 transactions)

  • Business guides and resources

  • Two dedicated business check-ins each year to review performance, tax efficiency and next steps.

Business Partner
£174.90 every month

From £149.00 per month

Strategic support for growing businesses.

We become your dedicated finance partner — priority tax submissions, meeting regularly and planning ahead, helping you run your business with clear financial insight.

Included:

  • Priority Year End Accounts & Self Assessment Submission

  • Your own dedicated accountant

  • Automatic reminders for all your important deadlines 

  • Mobile app for your quotes, invoicing, expenses & bank feeds

  • Representation in the event of an HMRC investigation

  • MTD Final Declaration

  • MTD Quarterly Submissions

  • Fully managed bookkeeping — no transaction limits

  • Business guides and resources

  • Quarterly calls to discuss your business, tax or anything else that may help

  • Ongoing tax planning to make sure you’re never paying more than you need to.

  • Unlimited help and assistance via Microsoft Teams, email, phone & live chat

Let’s work together

Interested in one of our packages? Or would like to discuss a bespoke option? Get in touch.