Essential Guides & Practical Resources

We’ve built a suite of expert-created resources to help you assess client readiness, communicate clearly, and start onboarding at scale. Whether you need checklists, trackers, or templated client comms, we’ve got you covered.

  • Client Eligibility Checklist: Is my Client in MTD? A clear, concise guide by Rebecca Benneyworth to help determine which clients are affected.


  • Sample MTD Client Tracker Spreadsheet - Easily track MTD status, deadlines, and software readiness across your client base.


  • MTD Client Communication Pack: Your Complete Guide to Educating and Onboarding Clients - Everything your firm needs to deliver confident, consistent messaging and reduce client confusion about MTD, including:
    • Intro Letter to Clients re MTD Template - Save time with a pre-written explainer email introducing MTD to clients.
    • Letters of Engagement - Editable templates for including MTD services in your client contracts.


  • The Ultimate MTD Compliance & Advisory Handbook: 340 Essential Q&As - A go-to playbook covering every client query with expert-backed answers.


  • Your Guide to Making Tax Digital for Income Tax (MTD) – Client Edition - A white-label introduction and FAQ-style fact sheet to help clients understand what’s coming.


  • MTD Client Onboard Checklist - Step-by-step onboarding checklist to keep your firm and clients aligned.


  • MTD Trojan Horse Proposal - A compelling pitch to reposition MTD compliance as an opportunity for broader advisory support.


  • MTD as a Service Guide: Turn Compliance into a Scalable Revenue Stream - Practical strategies to package, price, and deliver MTD as a recurring service.


  • Professional Services Agreement Template - Pre-built template to help you formalise and protect your MTD-related service agreements.


Filing & Compliance

Our MTD Toolkit gives you everything you need to map out your compliance processes from the ground up. With workflows, email templates, and team training materials, we’ll help you stop firefighting and start filing with clarity and confidence.

  • End of Year Workflow Plan - A clear plan to help your team manage MTD submissions and reviews at year-end with minimal stress.

 

  • Standard Operating Procedures (SOP) on Internal Steps - Step-by-step internal processes to ensure consistent and compliant MTD delivery across the firm.

 

  • Staff Training Guide on MTD Timelines, Software and Rules - A practical guide to upskill your team on key MTD requirements, tools, and deadlines.

 

  • MTD Quarterly Experience Transformer / Retro with Team - A simple framework for running quarterly team reviews to refine what’s working and fix what’s not.
  • Understanding MTD Penalties – Answers to common questions with clear, practical guidance to help you and your clients stay compliant.


Software & System Readiness

Our MTD Toolkit is packed with ready-made templates, internal checklists, and software guidance to help you shift from manual to manageable. We’ll help you build workflows your whole team can follow — confidently and consistently.

  • Software Buying Guide - A non-biased guide to help you choose the right MTD-compatible software for your firm and clients.


  • Testing and Compatibility Guide - Step-by-step instructions on how to test MTD software and ensure everything works before you go live.


  • Guide to Bridging Software - Understand when and how to use bridging software for clients not ready to switch fully.


  • Guidance on ASA Links from HMRC - Clear guidance on managing your Agent Services Account, including sending and renewing client links.


  • Client Tracker Spreadsheet - Track onboarding progress, software status, and key deadlines all in one central place.


Built by Experts, Shaped by You
MTD Premium Toolkit

Take the stress out of Making Tax Digital (MTD) compliance with our expertly designed MTD Toolkit — a complete, step-by-step resource created with direct input from over 200 accountants and bookkeepers.

the mtd bootcamp

£279

ex VAT
  • Instant Access to the MTD Bootcamp
  • 7 Courses
  • The MTD Toolkit
  • and much, much more
Enroll Now - £279
CPD Club

£329

EX VAT
  • Unlimited Access to All Courses
  • Unlimited Access to All Webinars
  • Unlimited Access to All Conferences
  • + Access to The MTD Bootcamp
CPD Club - Just £50 Extra!

CPD Course Speaker

Founder, OmniPro and CPDStore

Des O'Neill

Having worked for a number of years in practice, and with one of the profession’s regulatory and support institutes, Des co-founded OmniPro to develop tools, techniques, products and services that make accountancy more profitable and rewarding.

Des is passionate about bringing innovation to the accountancy profession and enabling accountants to achieve what they want from their careers and business. His core belief is that when empowered to achieve their best, accountants can deliver transformative results for clients.

He holds qualifications from the ACCA Association of Chartered Certified Accountants, CPA Institute of Certified Public Accountants and ACIS Association of Chartered Secretaries and Administrators.

SJCM Accountancy

Sam Mitcham

Samantha formed SJCM Accountancy in 2019 having spent over 13 years employed in practice.

As an AAT licensed accountant, she is now focusing on helping small business owners have a better understanding of their numbers, be ahead of compliance and perform at their best.

Samantha uses technology as much of that as the next ‘modern’ accountant, but also aims to bring back the personal touch to accountancy and really show her clients that she cares, not just about their finances but about them as people.

Rebecca Benneyworth Training

Rebecca Benneyworth

Rebecca is an ICAEW Chartered Accountant. She is a lecturer, writer and consultant on a variety of taxes, lecturing extensively throughout the UK, to accountants, business people and also to HMRC and the Treasury. She has her own accountancy practice based in Gloucestershire, with a variety of small business and personal tax clients.

During the last two years, this has become a 100% digital practice. She is Chair of the HMRC Digital Advisory Group, providing help and support to HMRC in understanding the challenges that Making Tax Digital presents to small businesses and their advisers.

She is also a member of the Admin Burdens Advisory Board, an independent advisory group to HMRC monitoring the burdens which the tax system imposes on businesses.