Send digital tax questionnaires to your clients to collect Self-Assessment data to digitally transfer them to your client’s Self-Assessment returns with the click of a button. Your client can submit the data using mobile app or via a web browser.  

You will be able to keep track of any questionnaires sent out to clients via the Self-Assessment table found on the Agent Self-Assessment dashboard, keeping track and showing the current status of all your clients’ Self-Assessments.