Keep Making Tax Digital for Income Tax simple for your clients, and your practice.

TaxNav helps you support MTD IT clients without adding to your workload. Clients keep compliant digital records without changing how they work, and submit updates with ease, guided by our assistant Navi.
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You stay in control with clear visibility, automated reminders, and more time for higher-value work.

See how it works
Watch a quick walkthrough

The challenge

MTD IT is changing how you support your clients

Making Tax Digital for Income Tax (MTD IT) is more than a new filing requirement. It changes how accountants support self-employed people and those with property income, particularly those who don’t want to use complex bookkeeping software.

For many firms, supporting these clients has long been a viable model: simple tax affairs, limited contact, efficient delivery and sustainable margins.

MTD IT introduces more frequent reporting to HMRC and a greater need for digital records.

As a result, many firms are concerned about increased workloads, pressure on fees, and the need to rethink if and how they support these clients.

Many accountants are asking us if there is a smarter way to look after these clients profitably?

4×
more submission touchpoints across the year
4m+
individuals expected to fall within MTD IT by April 2029
£0
Limited scope to increase fees for straightforward compliance clients

A simpler way to make MTD IT work for your clients and practice 

Supporting MTD IT clients doesn’t need to mean more work for your team.

With the right approach, clients can handle data entry and submissions, while you retain oversight, control and focus on advice.

That means:

  • clients stay compliant
  • the work doesn’t fall back on your team 
  • you stay focused on higher-value support

How it works

Compliance for clients. Control for your practice

For your clients
‍TaxNav’s simple and easy-to-use software guides clients through MTD IT, helping them to:

  • keep digital records in a way that suits them, including direct entry and spreadsheets 
  • stay on track with simple prompts and guidance from Navi 
  • submit quarterly updates with ease 

For your practice
TaxNavHQ gives you visibility and control across your client base:

  • see where each client is in the MTD IT process 
  • automated reminders help keep everything on track
  • review and oversee without doing the data entry 

A simple process for clients. Control and efficiency for your practice.

Step 1

Client gets started with Navi’s help

Uses TaxNav to enter income and expenses their way.
Step 2

Quarterly updates are prepared and submitted

TaxNav summarises figures and keeps clients on track.
Step 3

You stay in control

TaxNavHQ gives you visibility, reminders and oversight.

See TaxNav and TaxNavHQ in action

Here’s a quick walkthrough of how it works in practice.


Find out how TaxNav and TaxNavHQ could support your firm and clients.

Book a demo

Introducing TaxNav Navigator

Practical, free support for accountants navigating MTD IT

TaxNav Navigator is our free support hub for accountants navigating Making Tax Digital for Income Tax (MTD IT).

It brings together practical tools, insight and guidance to help you support clients, manage workload and run this part of your practice effectively.

‍What you get
Through Navigator, you’ll get immediate access to:
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  • the MTD IT survival playbook
  • insights from over 600 real MTD IT submissions
  • a practice profitability calculator

And going forward expect to gain:
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  • client communication materials
  • updates and guidance as MTD IT evolves
Join TaxNav Navigator

Navigator Partner

Ready to build TaxNav into your practice model?

Choose the commercial structure that suits your firm — while keeping the client relationship firmly with you.

TaxNav Referral

The client buys direct. You keep the relationship.

The client purchases their own TaxNav licence. You retain oversight and continue to support the relationship where appropriate, without taking on the software cost yourself.
Best suited to: firms testing the model
Price: £60+VAT annually or £6+VAT monthly
TaxNav Reseller

Bundle licences, set your pricing and manage the experience your way.

Access volume pricing, include TaxNav within your service offer and give clients a guided route through MTD while maintaining visibility through TaxNavHQ.
Best suited to: firms with a larger compliance client base, or those looking to build a wider service offering around MTD IT.
Price: Ask us about volume discounts for your practice

Talk to us about Navigator Partner and we'll help you find the right model for your practice.

Book a practice conversation

Access the TaxNav Navigator free support hub

Join TaxNav Navigator

Get in touch

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