Help & support

Help & support

We are always here to help and support you should you need it.


Help Articles


We always suggest checking out our Help Center articles as the first port of call if you are unsure of anything, we include explanations of the different features, step by step guides and videos to show you what to do.


Get in touch with us


After checking our articles if you are still unsure of how to do something or have a technical problem then please get in touch with us by filling out the webform here, include as much detail as you can and attach any screenshots if applicable and we will get back to you as soon as we can during office hours exc. Bank holidays.


    • Related Articles

    • Exporting your clients data

      Exporting your clients data What is this? Export Data You can export a data file of your clients reviewed transactions which will include all the transaction information from the date, Business, Income and Expense category and transaction value. How ...

    • Adding a manual transaction

      Adding a manual transaction What is this? You or your client can add individual transactions to their Record Keeping to ensure all transactions are digitally logged and included in the tax return. How do I do this? Go to Record Keeping and select Add ...

    • Creating a Business Source for Self-employed & Landlord clients

      Creating a Business Source for Self-employed & Landlord clients What is this? A business source should be created for any client that is Self-employed, a landlord or has other income from property to help with digital record keeping. How do I do ...

    • Agent Dashboard

      Agent Dashboard What is this? Your agent dashboard appears when you log in. From here, you have an overview of all clients and their status in the personal tax workflow. It’s designed to help you get all clients in the Submitted state well in advance ...

    • Client Impersonation: Accessing your clients account

      Client Impersonation: Accessing your clients account What is Client Impersonation? Client Impersonation allows you to log directly into your client's account from your Agent Dashboard. You'll have full access to prepare, review, and submit their tax ...