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Making Tax Digital for Income Tax is no longer a future conversation, it’s an operational shift that will fundamentally change how accounting firms deliver services, manage capacity and communicate with clients. Many accountants understand the legislation but are still unsure how to implement it in a real practice environment without creating overwhelm for their team or confusion for clients.

In this practical session, Rachel Harris shares real lessons learned from implementing MTD workflows inside a growing accounting firm. Rather than focusing on theory or HMRC guidance alone, this session explores what actually worked, what didn’t, and how firms can prepare operationally, culturally and commercially.

Accountants should attend to understand how to avoid capacity bottlenecks, introduce sustainable pricing models, build internal playbooks and confidently guide clients through change. With MTD deadlines approaching and client awareness still low across the market, this session provides a clear, actionable roadmap that improves practice efficiency, profitability and client confidence.

In this session Rachel Harris will cover the following topics: 

• What MTD really changes inside a firm beyond compliance
• Portfolio analysis and identifying impacted clients early
• Pricing, capacity planning and avoiding quarterly bottlenecks
• Building internal systems, workflows and playbooks
• Client communication strategies that actually reduce resistance

By attending this session, you will: 

• Understand the operational realities of implementing MTD in a live practice
• Be able to assess your own portfolio readiness and identify risk areas
• Learn practical strategies to manage team capacity and avoid deadline pressure
• Gain insight into pricing approaches that protect profitability
• Leave with a clear framework for building workflows and internal playbooks
• Feel more confident guiding clients through the transition to MTD

This session will be most valuable for: 

• Practice owners
• Accountants and tax advisers working with sole traders or landlords
• Managers responsible for workflow planning or compliance delivery
• Firms preparing for MTD for Income Tax implementation

Course level: Need to know (new regulation that all accountants must understand)