Practice Management. Reimagined.
Multi-client dashboard, every UK tax type, bulk filing, client portal, AI-powered review — all in one platform. From £9.90/client/month.
CATO Deadline: 31 March 2026
HMRC's Centralised Agent Team Operations (CATO) requires all agents to meet new digital standards by 31 March 2026. TaxStats is fully compliant — if your current software isn't ready, now is the time to switch.
Talk to us about migrationBuilt for Practices, Not Bolted On
Every feature designed around the daily workflow of a modern UK accounting practice.
Multi-Client Dashboard
- Bird's-eye view of every client — deadlines, filing status, health score
- Filter by status, tax type, deadline, or assigned team member
- Client RAG status (Red/Amber/Green) with automatic alerts
- One-click drill-down from dashboard to any client's full records
Every UK Tax Type
- Self Assessment (SA100 + all supplementary pages)
- Corporation Tax (CT600) with iXBRL accounts
- VAT MTD — quarterly returns filed directly to HMRC
- Payroll (RTI), CIS, P11D, and pension auto-enrolment
Bulk Operations
- Bulk file SA returns for all clients in one batch
- Bulk submit VAT returns across your entire client base
- Batch generate annual accounts and CT600 computations
- Mass client communications — email, SMS, or portal notifications
Client Portal
- Branded portal with your practice logo and colours
- Clients upload documents, approve returns, pay invoices
- Secure messaging between client and practice team
- Real-time status tracking — clients always know where things stand
AI-Powered Review
- AI pre-review catches errors, anomalies, and missing data
- Bank categorisation that learns each client's patterns
- Receipt OCR with automatic data extraction
- AI-drafted responses to HMRC correspondence
Practice Management
- Time tracking and WIP management
- Team workload allocation and capacity planning
- Recurring job templates with automatic scheduling
- Practice analytics — revenue, utilisation, client profitability
CRM & Client Intelligence
- Client 360° view — unified engagement timeline across all touchpoints
- 5-component health scoring: compliance, financial, engagement, payment, growth
- Upsell detection — 8 automated rules identify revenue opportunities
- Deadline tracking with traffic-light status across all clients
Payments & Financing
- Stripe Connect — collect payments on behalf of clients, earn platform fees
- Automated payment chasing with configurable escalation sequences
- iwoca Pay Later — embedded financing for client cash flow gaps
- Google Workspace reselling — professional email and cloud storage
Switching from IRIS, TaxCalc, or Xero Practice Manager?
We handle the entire migration. Client data, historical returns, work-in-progress — everything comes across. Most practices are fully migrated within 2 weeks.
Average migration time
Run both systems in parallel until you're ready
A named migration specialist handles your switch
Start your free trial and import your first client. Need help? Call 0161 552 4774 or 0161 317 8556.
Simple Per-Client Pricing
14-day free trial. No credit card. Add your first client in 5 minutes.
Practice
Solo practitioners and small practices (1-30 clients)
£99/client/year — save 17%
No base fee. Pay only for active clients.
Start Free Trial- Everything in Business Pro for every client
- Multi-client dashboard with RAG status
- Compliance matrix — filing status across all clients
- Deadline calendar with auto-calculated due dates
- Bulk filing (SA, VAT, CT600)
- Client portal (branded with your logo)
- Client onboarding automation
- Xero / FreeAgent migration tools
- 3 staff users included (+£9.90/mo per additional)
- Email & chat support
Practice Pro
Established practices (30+ clients)
30% per-client volume discount
Min 30 clients. 30 clients = £306/mo • 50 = £444/mo • 100 = £789/mo
Start Free Trial- Everything in Practice
- Unlimited staff users
- White-label portal (your branding, your domain)
- Priority support (< 2 hours)
- Dedicated account manager
- Custom integrations & API access
- Practice analytics — revenue, utilisation, client profitability
Questions? Call us: 0161 552 4774 / 0161 317 8556 or email practices@taxstats.co.uk
Trusted by UK Practices
Practice owners who made the switch.
“TaxStats provided exceptional support with IFRS 16 reporting, impact assessment, and group accounts. Their technical expertise gave us complete confidence in our compliance position.”
“Outstanding technical papers covering IFRS and FRS 102. TaxStats brought multi-stakeholder clarity to complex reporting requirements that we hadn't been able to achieve before.”
“A relentless pursuit of excellence. TaxStats delivered effective processes and accurate reporting that transformed how our practice operates day to day.”
“Outstanding work across the board. The clarity, timely communications, and remarkable accuracy from the TaxStats team have been invaluable to our practice.”
TaxStats AI
NEWAI-Powered Tax Research & Document Generation
TaxStats AI is our standalone AI workspace built for finance professionals. Research tax questions, draft client letters, generate computations, and stay on top of HMRC compliance — powered by Claude AI.
- Conversational tax research (SA, CT, VAT, MTD, IHT, CGT)
- Professional document generation (letters, reports, computations)
- HMRC guidance lookup and interpretation
- Practice-ready — no client data required, just your expertise
Free to start. No credit card required.
See Plans & PricingReady to Upgrade Your Practice?
Start your free trial — no credit card, no commitment. From £9.90/client/month.