MTD, without turning every client into a manual process.
DuoBooks gives your practice one system for digital records, quarterly updates and Self Assessment for sole traders and landlords.
Karen Thorpe
Thorpe Property · 2025/26 tax year
- Q1 update6 Apr – 5 JulFiled
- Q2 update6 Jul – 5 OctFiled
- Q3 updateCurrent quarter6 Oct – 5 JanReady for review
- Q4 update6 Jan – 5 AprUpcoming
Final declaration
Due 31 January
More clients are entering MTD.
The work repeats four times a year.
Making Tax Digital changes the operating model for practices serving sole traders and landlords.
Instead of one annual rush, records need to stay digital and the practice needs a repeatable quarterly workflow.
DuoBooks is built around that workload.
One process, every quarter.
- 01
Digital records
Clients keep their business records digitally throughout the year.
- 02
Review
Your team sees what is ready and what information is still missing.
- 03
Quarterly update
Prepare the required information through an organised MTD workflow.
- 04
Year end
Continue into Self Assessment using records already collected during the year.
See the whole MTD book at once.
Managing MTD client by client quickly becomes difficult.
The DuoBooks practice console gives your team a single view of what has been completed, what is due and what still needs attention.
MTD should be a workflow.
Not a staffing plan.
A growing MTD client list should not automatically mean more spreadsheets, more chasing and more people doing repetitive work.
DuoBooks standardises the parts that repeat so your team can spend its time where professional judgement is actually needed.
Built around the clients most affected by MTD.
DuoBooks is designed specifically for practices managing sole traders and landlords.
That means the workflow, client experience and practice tools are built around their actual accounting requirements rather than adapted from software designed for larger companies.
Ready to make MTD repeatable?
See the client workflow and practice console in a 20-minute walkthrough.
See DuoBooks in 20 minutes.
We will show you the client app, practice console, MTD workflow, partner model and onboarding process.