From quarterly updates to a quarterly service: Rethinking the MTD client model

Making Tax Digital (MTD) for Income Tax creates more than a filing requirement. It introduces a frequent service relationship between accountants and their clients.

This panel will explore how firms are turning quarterly activity into a clear, repeatable client proposition. Practising accountants will discuss how they’re defining the service, segmenting clients, setting expectations, pricing the work and deciding what support different client groups will receive.

Discover how firms can make quarterly touchpoints valuable and sustainable, rather than allowing MTD to become another layer of administration.