Keep the small clients worth keeping.
DuoBooks handles digital records, quarterly updates and Self Assessment for sole traders and landlords.
You set the fee. You send the invoice. You keep the relationship.
HMRC-recognised software · Monthly terms · Migration included
MTD changed the workload.
It does not have to change the margin.
A client who once meant one annual Self Assessment now brings digital record keeping and quarterly updates throughout the year.
DuoBooks gives your practice one repeatable way to handle that work without rebuilding the service around every client.
Four quarterly updates. One clear process.
Your clients.
Your price.
Your margin.
DuoBooks is provided to your practice at a partner price.
Your practice decides what the client pays, sends the invoice and remains the first point of contact.
DuoBooks provides the bookkeeping, MTD and filing infrastructure underneath.
The client
Uses the app and speaks to your team.
Your practice owns the relationship
Sets the fee
You choose the client price.
Sends the invoice
You bill the client directly.
Gives the advice
You stay the first call.
DuoBooks
Bookkeeping, MTD and filing infrastructure underneath.
Know what needs attention before it becomes urgent.
One practice view shows the clients you manage, the updates coming due and the records still waiting.
No separate spreadsheet for MTD. No guessing which client to chase next.
Clients
Search, filter and manage your practice’s clients
Clients live
214
Updates due
37
Awaiting records
18
| Client | Updates | Status |
|---|---|---|
AMAhmet MehmetMehmet Joinery · 1830030636 | Q1Q2Q3Q4 | Q1 filed |
FSFayce Skin ClinicFayce Skin Ltd · 2601340889 | Q1Q2Q3Q4 | Q2 due, 7 days |
ABAlex BurgessBurgess Electrical · 9259167585 | Q1Q2Q3Q4 | 3 uncategorised |
One workflow from records to return.
- 01
Digital records
Client records are collected throughout the year instead of arriving all at once at year end.
- 02
Review
Your practice sees what is complete, what is missing and what needs attention.
- 03
Quarterly updates
Manage the recurring MTD workflow through one consistent process.
- 04
Self Assessment
Use the records already collected throughout the year to complete the return.
Simple for the client.
Useful for the practice.
Your client gets a straightforward app for keeping business records and staying on top of what is needed.
Your team gets the practice-level visibility to manage the work across the whole client base.
The software has a name.
The relationship is yours.
Your client knows they use DuoBooks. They also know who their accountant is.
Your practice remains responsible for the relationship, the fee and the advice.
DuoBooks stays where good infrastructure should be: underneath the service.
See what MTD looks like when it is built into the practice.
A 20-minute walkthrough of the client app, practice console, onboarding and partner model.
See DuoBooks in 20 minutes.
We will show you the client app, practice console, MTD workflow, partner model and onboarding process.