Record OS
Stand: E18(Floor plan)
Emerging tech & operational models
AI, analytics & business intelligence
Tax & compliance technology
Self Assessment client data collection
Our AI-assistant simplifies the process for clients and tells them what information they need to provide
Other 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
Collect accurate, complete information from clients and reduce your pick-up and put-down