Course Details

The start of MTD for income tax has been a learning curve for practices, businesses, and advisers alike. In this course, Sam reflects on what the rollout has taught us so far, including navigating HMRC sign-ups, selecting the right software, adapting practice workflows, and understanding how client behaviour is changing. We also explore how these lessons affect staffing, services, pricing, and preparations for the next stages of MTD.


In this session Sam Mitcham covers the following topics:

  • What have we learnt: The sign-up process
  • What have we learnt: Software choices and digital record keeping
  • What have we learnt: Client behaviours and staff training
  • What have we learnt: Practice workflows, services and pricing
  • What have we learnt: Feedback from clients, staff and HMRC

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CPD Course Speaker

SJCM Accountancy

Sam Mitcham

Sam is the founder of SJCM Accountancy, a modern accountancy firm focused on Balancing Technology with Humanity.

Sam is an AAT Licensed Accountant with 20 years' experience and is passionate about helping small business owners embrace technology, understand their numbers, and make informed decisions.

Sam is a passionate advocate for the accountancy profession who regularly speaks at conferences as well as hosting webinars, sharing practical insights and real-world experience with fellow accountants.