Not legal or tax advice. This is data tooling. Scope, update periods and what goes in a return are decisions for the practice and its client. Nothing here files anything, holds HMRC credentials, or acts as an agent.

GBP 35 per client onboarded

Your clients' records arrive digital, categorised and checked. You review and file.

Onboarding tooling for small UK accountancy and bookkeeping practices. Statements in, an import file for your own software out, with an exceptions list and a summary you check before anything touches your records.

This page takes your details, not your money. There is no card checkout for this yet, so nothing on it can charge you.

The price

One number, per client onboarded.

Per client onboarded
GBP 35per client onboarded

The price assumes you review. It is priced under the cost of a junior's half hour because it does not replace the junior's judgement.

We invoice in sterling by bank transfer. Setup is quoted per practice. There is no card checkout for this yet, which is why this page takes your details rather than your money.

What it covers
  • Statement digitisation into dated, categorised transactions
  • Duplicate and gap checks, including balance continuity across months
  • Category suggestions against your own chart mapping, not a generic one
  • An import file in the shape your software takes
  • An exceptions list with a reason on every row
  • A one-page summary for you to review before you import
What it does not cover
  • Sending quarterly updates or submitting returns. You file.
  • Holding your agent services account or any HMRC credential.
  • Bookkeeping judgement. Categories are rule-based suggestions you confirm.
  • Any claim that a product is HMRC recognised. HMRC runs that process.
Who has to start, and when

The April 2027 wave is decided by returns already on your desk.

Qualifying income is total self-employment and property income before expenses, taken from the return submitted in the previous tax year. So the wave that starts 6 April 2027 is decided by the 2025 to 2026 returns most practices are working through now. You can build that client list out of work already on your desk.

Qualifying income
Measured on
Start date
Qualifying incomeOver GBP 50,000
Measured on2024 to 2025
Start date6 April 2026
Qualifying incomeOver GBP 30,000
Measured on2025 to 2026
Start date6 April 2027
Qualifying incomeOver GBP 20,000
Measured on2026 to 2027
Start date6 April 2028

Source: GOV.UK, updated 26 March 2026, read 6 September 2026. Partnerships come later on a timeline HMRC has not published.

The four deadlines

Each update runs from the start of the tax year, not the preceding three months.

Standard period
Calendar period
Deadline
Standard period6 April to 5 July
Calendar period1 April to 30 June
Deadline7 August
Standard period6 April to 5 October
Calendar period1 April to 30 September
Deadline7 November
Standard period6 April to 5 January
Calendar period1 April to 31 December
Deadline7 February
Standard period6 April to 5 April
Calendar period1 April to 31 March
Deadline7 May, the following tax year

Each update runs from the start of the tax year to the end of the period, not the preceding three months, so a later update corrects an earlier one. The period type is chosen per income source before the first update and cannot be changed for that tax year afterwards. A nil period still needs an update.

Source: GOV.UK, updated 16 July 2026, read 6 September 2026.

Digital links

Why this does not break your digital links.

HMRC bans manually moving a record once it exists in software and has been sent in a quarterly update. A bank statement PDF is neither: HMRC treats statements and invoices as supporting documents kept alongside the digital records. And HMRC lists "XML, CSV importing and exporting, and downloading and uploading files" as an accepted digital link.

So the work happens before the digital record exists, and the handover is a file your software imports. That is why the deliverable is an import file and the summary is for review only. Nothing is meant to be keyed in by hand.

Source: GOV.UK, updated 16 July 2026, read 6 September 2026.

One line we could have left out

HMRC will not apply penalty points for late quarterly updates during the 2026 to 2027 tax year. After that, four points is a GBP 200 penalty. The case for moving now is the volume of work, not a fine.

Source: GOV.UK quarterly updates guidance, read 6 September 2026.

Data and hosting

You are the controller. We are the processor.

Client records would sit in a database in a UK or EU region, separate from anything else we run. We are a processor and you are the controller, so a written processing agreement comes before the first file, not after the first invoice. Our access is remote support, logged and named in the agreement. We delete uploads 90 days after export unless you extend it. That does not change your side: HMRC requires your client to keep the original statements and invoices as supporting documents regardless of what we hold.

Intake

Tell us about your practice

Ten questions. None of them asks for a client name, a statement, or anything covered by your engagement letters. The answers decide whether this is deliverable into your practice at all, which is worth knowing before either of us spends time on it.

Qualifying income is turnover before expenses from the previous year's return, so the 2025 to 2026 returns decide the April 2027 wave.

We do not recommend products and we do not claim any product is recognised. HMRC runs the recognition process and publishes a finder tool.

This is the question that decides whether we can deliver into your practice at all. If your software only pulls from a bank feed, an import file has nowhere to go.

No client names, no statements, no payment. Nothing is charged and nothing is shared. We come back to you by email.

Prefer email? omar@neurascale.org. Egypt, remote, GMT+2, which covers UK mornings and afternoons.

Next step

The 2025 to 2026 returns decide the April 2027 wave.

Ten questions about your practice, no client data, no payment. GBP 35 per client onboarded, invoiced in sterling by bank transfer. Not legal or tax advice.

18–24h reply · Cairo + EU hours · honest scoping