Built by Experts, Shaped by You

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.


We asked what you needed to feel confident, compliant, and in control of MTD for Income Tax — and we listened. This toolkit is tailored to your challenges, questions, and priorities. Whether you're looking to support clients more effectively, train your team, or unlock new revenue streams, the MTD Toolkit gives you everything you need in one place.

Bundle includes

Here are some of the courses that are included in your bundle.

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What’s Included in the MTD Toolkit

7-Weekly MTD Webinar Bootcamp - Step-by-step guidance through every phase of implementation, led by industry experts. Includes live Q&A, weekly focus areas, and replays to suit your schedule.

  • Kickstart Your MTD Journey | Des O’Neill - CPDStore
  • Busting the Myths on Testing - HMRC
  • Getting Your Practice Ready for MTD - A Practical Approach | Sam Mitcham – SJCM Accountancy
  • MTD As a Service - Turning Compliance into Revenue | Des O’Neill - CPDStore
  • Building Your Client Communications Pack | Sam Mitcham – SJCM Accountancy
  • Countdown to MTD | Emma Rawson, David Wright - ATT
  • MTD Round Table with Des O’Neill, Rebecca Benneyworth, Carl Bayley, Emma Rawson, Sam Mitcham

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.


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.


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.