Running Your MTD Workflow Through XBert

Your MTD System. Built to Handle Quarterly Submissions at Scale.

 

Live Webinar | Wednesday 29th April | 12PM BST


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.

This webinar shows you how to run your entire MTD client workflow through XBert. Live in the platform. No theory. Just a real workflow, in action.

 

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.


Meet the speaker!

Will

Will Rush
General Manager,
UK XBert

 

 
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Key Takeaways: 

✅ How to build repeatable MTD workflow templates with automation so every client gets the right process, every time

✅ How XBert's AI surfaces errors and data issues before they reach HMRC - without manual checking

✅ How to see team capacity at a glance and keep everyone accountable across quarterly deadlines

✅ How to scale your client portfolio under MTD without increasing review time or headcount

 

Who Should Attend? 

This session is designed for UK bookkeepers, accountants, and practice managers handling MTD clients who are feeling the operational strain of quarterly submissions.

If your team is manually coordinating client work, catching errors too close to deadline, or struggling to stay on top of capacity as quarterly cycles stack up — this session will show you how to build a system that handles it.

Try XBert before the webinar — and get more out of every minute.

Start a free trial today and come to the session with your own data loaded. You'll see exactly how XBert handles your MTD workflows, your team, your clients.

Want a guided walkthrough first?

Book a demo and we'll show you how XBert fits your MTD workflow before the webinar — so you arrive ready to implement, not just learn.