Self-Assessment app

Self-Assessment app

The Self-Assessment mobile app is a bridge between clients and advisors that helps unlock hidden efficiencies within the Self-Assessment production process. The app has eliminated all of the time-consuming processes such email or SMS and has all the functionalities such as real-time notifications which will help you gather the necessary data needed on the go from the convenience of your mobile phone.  


Assigning a Self-Assessment to a Business User:


Updating personal information on the Self-Assessment app:


Sending out a Tax Questionnaire to a client's Self-Assessment app:


Completing the Tax Questionnaire on the Self-Assessment app:


Reviewing submitted documents within the Self-Assessment module:


Reviewing Tax Calculation and Self-Assessment Tax Return:


Approving a Self-Assessment:


Submitting a Self-Assessment: