MTD means four times the deadlines and four times the pressure on your team. The practices staying ahead have built smarter systems, not bigger teams.
In this session, Will Rush, General Manager UK at XBert, shows how to run your entire MTD client workflow through XBert: setup, quarterly filing and end of period templates, recurring schedules, client-specific notes and a workboard your whole team can follow.
He also shows how XBert's alerts and data quality score flag issues in your clients' data before they become an HMRC problem, and previews an MTD review agent that was still in development at the time.
What You'll Learn
How to build MTD workflows your whole team can follow, consistently, every quarter.
How to catch data errors before they become an HMRC problem.
How to see team capacity clearly and stay on top of quarterly deadlines.
How to take on more MTD clients without the workload catching up with you.
