Your clients' quarterly records, in by the 7th.
The Q2 Making Tax Digital update is due on 7 November 2026. RecordsIn chases your sole-trader and landlord clients in your practice's name, collects their documents and turns them into MTD-ready totals for you to review and file.
Why practices need this
MTD turned one chase a year into four
For accounting and bookkeeping practices with 1-5 staff whose sole-trader and landlord clients joined MTD for Income Tax in April 2026.
Four chases a year
Quarterly updates mean chasing records every quarter. Q2 covers 6 April to 5 October and is due by 7 November.
Shoebox photos and PDFs
Clients send photos and PDFs, not digital records. Someone has to turn them into figures.
Unbilled admin time
Chasing eats into fixed fees, and small firms rarely have admin staff to do it. Penalty points for late updates start from 2027-28, so this is the year to build the habit.
How it works
From chase to MTD-ready totals
Four steps for each client, every quarter. You stay in control: you approve the totals and you file.
- Step 1
Your client gets a chase
A friendly reminder by email (and WhatsApp or SMS once set up) in your practice's name, with a personal upload link.
- Step 2
They upload from their phone
Photos, PDFs or spreadsheets through an expiring link. No login, no app.
- Step 3
AI reads and categorises
Dates, amounts and descriptions are extracted and mapped to HMRC categories. Unclear lines are flagged for review.
- Step 4
You get MTD-ready totals
Cumulative totals from 6 April plus an import CSV for your MTD software. You review, approve and submit.
Examples
What your clients see
Messages go out in your practice's name. These are illustrations with made-up names and links.
Hi Sam,
It's time to send your income and expense records for the second quarter (6 April to 5 October). Your quarterly update is due by 7 November.
You can upload photos, PDFs or spreadsheets here, no login needed:
recordsin.pages.dev/u/example-link
Any questions, just reply to this email.
Example Accountants Ltd
Hi Sam, it's Example Accountants. Your Q2 records (6 Apr to 5 Oct) are due to us for your 7 Nov MTD update. Upload photos or PDFs here: recordsin.pages.dev/u/example-link
Reply STOP to opt out.
Thanks, sending my receipts tonight 👍
Great, thank you. We'll let you know if anything is missing.
What you get back
Per-client totals by HMRC category, cumulative from 6 April, plus a transaction-level import CSV.
| Category | Q1 (to 5 Jul) | Q2 (to 5 Oct) | Cumulative |
|---|---|---|---|
| Turnover | £9,840.00 | £11,215.00 | £21,055.00 |
| Cost of goods | £1,120.40 | £1,386.75 | £2,507.15 |
| Car, van and travel | £642.10 | £718.30 | £1,360.40 |
| Premises running costs | £450.00 | £450.00 | £900.00 |
| Phone, stationery and office costs | £96.48 | £121.97 | £218.45 |
| Accountancy, legal and professional fees | £0.00 | £180.00 | £180.00 |
| Other expenses 2 lines need review | £58.20 | £74.99 | £133.19 |
| Total expenses | £2,367.18 | £2,932.01 | £5,299.19 |
Time saved
Hand off the chasing
Based on our planning assumption that chasing takes about 15 minutes per client per quarter. We will measure the real figure with pilot practices.
Up to 12.5 hours per quarter, for 50 clients
That is about 50 hours a year, or roughly £1,500 of time at £30 an hour.
Chasing time per quarter, 50 clients
EstimatePricing
Start free, then a simple monthly price
The pilot is free until 7 November 2026. After that, choose the plan that fits your client list.
Pilot
- Up to 50 MTD clients
- Done-for-you Q2 chase, in your name
- Per-client MTD totals plus import CSV
In return: a written case study, two 20-minute feedback calls and permission to quote the results.
Chase
- Up to 25 MTD clients
- WhatsApp, SMS and email chase
- Upload links
- Dashboard
Founding Practice
- Up to 50 MTD clients
- Everything in Chase
- Document parsing, MTD totals and import CSV
- Set-up done for you
- Price locked for 12 months
Growth
- Up to 120 MTD clients
- Everything in Founding Practice
- Priority human review queue
All prices in £. Extra clients £1.50 per client per month. Messaging included at fair use: 6 WhatsApp and 2 SMS messages per client per quarter.
FAQ
Questions practices ask
Does RecordsIn file MTD updates with HMRC?
No. We produce per-client category totals and an import CSV for your existing MTD software or bridging tool. You review and approve the figures and submit to HMRC yourself. We never hold HMRC credentials.
Does it work with my MTD software?
We give you totals and a transaction-level CSV that you can bring into the MTD software or bridging tool you already use. There are no direct software integrations yet, so nothing changes in your current set-up.
How is client data kept secure?
Each client gets a personal upload link that expires after 30 days. Files travel over an encrypted (HTTPS) connection, the upload portal does not keep its own copy of files, and we never ask clients for full card or bank account numbers or ID documents.
What about GDPR?
For your clients' data, your practice is the controller and RecordsIn acts as your processor. We sign a data processing agreement (UK GDPR Article 28) with you before we contact any client, and we only act on your instructions. See our privacy notice.
Do messages come from you or from us?
They are sent in your practice's name. Client replies go to you. WhatsApp and SMS are switched on during set-up using your own WhatsApp Business number and approved message templates, and only for clients who have opted in. Email chasing can start straight away.
What happens if a client doesn't respond?
After the reminder sequence, or as the deadline gets close, the client is passed back to you with a note, and we stop messaging them. You decide on any phone call or extra contact.
What does the pilot cost?
Nothing until 7 November 2026. In return we ask for a written case study, two 20-minute feedback calls and permission to quote the results.
Get your Q2 records in before 7 November
Three free pilot places for small UK practices. Email us and we'll get you set up.