Record OS
About us
Record OS automates the full Self Assessment workflow for UK accounting firms, from client data collection to HMRC filing. No more fragmented tools, manual data entry, or document chasing.
Record OS is:
- cloud-native and API-first; providing you with the ability to connect your personal tax software to your data warehouse, partnership & trust software, and more.
- AI-powered: pre-populating tax returns directly from client source documents, thereby reducing manual work and increasing the amount of time you can spend with your clients
- Fully end-to-end: client data collection, working papers, calculations, schedules production, client approval, and HMRC submission in a single place; with full visibility over performance and reporting
Products & services
Full set of tax return and accompanying schedules
Tax return, SA302, client payment summary, and detailed schedules for every return
Automated AI-advisory on every return
Automatically detect tax planning opportunities to pursue with clients
AI-powered working papers
Tax return boxes are populated directly from source documents and presented for your review
Self Assessment client data collection
Our AI-assistant simplifies the process for clients and tells them what information they need to provide
Self Assessment client data collection
Collect accurate, complete information from clients and reduce your pick-up and put-down
News
Wise alumni launch Making Tax Digital platform
Record OS, a startup building a platform for self-assessment and the UK's new Making Tax Digital regime, has launched publicly.
Wise alumni launch Record OS after raising £1.8m
Record OS, a London startup building a platform for self-assessment and Making Tax Digital, has launched publicly after raising £1.8m in pre-seed funding.
Record OS Raises $2M Pre-seed
Record OS raises $2M in pre-seed funding led by Episode 1 to grow its AI-enabled accountancy and tax automation platform for B2B clients.