The solution – untied, the personal tax platform

untied is a next-generation personal tax platform for accountants, bookkeepers and your clients which fits with how you and your clients work. untied's focus is on ensuring that there is easy-to-use end-user and adviser software to make your business more profitable, and help your practice thrive.

untied is recognised by HMRC for agents and individual users, and is the first end-to-end app recognised by HMRC for Making Tax Digital for Income Tax. 

It means that when the time comes untied will help you and your clients migrate to MTD for Income Tax and flourish.

untied includes:

Onboarding support

Support with MTD ITSA bulk onboarding with HMRC and agent onboarding for MTD ITSA

Connect to APIs
Connect to your existing platforms with our API integration. untied offers a bridging software facility
Communication and project management

Communications and project management made easy to help you and your practice grow

Insights and alerts

An accountant portal that gives you control, insights and alerts on your clients 

Real time collaboration

Real time collaboration with your clients to get things done. Cut errors, save time!

Access to untied

Access to our app to gather the information you need for MTD ITSA and for wider self-assessment

untied webniars

Educate clients with tailored webinars. Help them grow, give more advice, save time with compliance

Make your practice Making Tax Digital-ready

We offer an adviser platform for accountants that is MTD ITSA ready and recognised by HMRC. It has been designed to provide you with a holistic view of your client’s financial data, improving your ability to support existing clients and help them meet their tax obligations.

From gathering data, giving insights and filing, untied supercharges you to work more efficiently and make your own firm more profitable, streamlined and in a position to make the most of the MTD ITSA opportunity well ahead of April 2024. You can also be part of untied’s beta programme where we are working with HMRC in advance of the mandation period.

It all means MTD confidence, together with data, insights, and control to help your clients.

We break down everything you need to know about Making Tax Digital for Self Assessment in this comprehensive guide.

Access our handy MTD ITSA software checklist by clicking on the image below. It has all the key things you should be looking out for when considering software solutions for MTD ITSA.

MTD accountant software checklist header


The untied app for your clients

The untied adviser portal is designed as a complement to user-facing untied Pro plans. This will be available either as a consumer subscription or facilitated by you and provided to your clients.

They'll get access to untied's mobile app and the browser-based version so they can link accounts and provide you with continuous real-time data so you can be working on their accounts at a time to suit you. If they want to ask questions, they can choose to refer a question to you.

Depending on how you support your clients, you can offer a review service ahead of submission or full book-keeping. This is both for new clients and existing clients.

Advisers can generate an increase of £200 per client per year thanks to real-time support and queries, and save £200 a year in administration. One firm estimated that untied could be worth £56m of business to them.

untied app example

Find out more about untied and how it can work in your practice

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