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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 covers 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