Stop chasing clients for records.
Let the portal do it.
Your own branded portal for client onboarding and every recurring record: MTD quarters, Self Assessment, year-ends and VAT. Clients upload by a link. Approved files file themselves into your OneDrive or SharePoint.
- No logins for clients: a link by WhatsApp and email
- Reminders until each checklist is complete
- Your logo, your web address, your WhatsApp number
- One price for the whole firm, no per-seat fees
Founding firms: £2,000 build + £149 a month
Why now
MTD turned one round of chasing into four.
From April 2026, sole traders and landlords with income over £50,000 send quarterly updates. From April 2027, the line drops to £30,000. Same clients, the same missing bank statement, four times a year.
Before
1
round of records a year
Under MTD
4
quarterly updates + final return
How it works
Request to filed, without anyone chasing.
- 1
Request
Pick a checklist, check the message preview, send.
- 2
Upload
The client taps the WhatsApp or email link and uploads from their phone.
- 3
Remind
Reminders go out until the checklist is complete, then stop.
- 4
Check
Your team approves or rejects each file. AI reads a document when you click.
- 5
File
Approved files land in OneDrive or SharePoint by client, tax year and quarter.
What's included
Everything your team needs to collect, check and file.
| Area | What you get | When |
|---|---|---|
| Your portal | Your logo, colours and web address; staff logins protected by MFA | Go-live |
| Clients | Add one by one or import a spreadsheet; several contacts per client | Go-live |
| Requests | Ready-made checklists for MTD, Self Assessment, year-end, VAT and onboarding; preview and edit every message | Go-live |
| Reminders | Automatic, with quiet hours, until the checklist is complete | Go-live |
| “I don't have this” | Clients say a document doesn't exist and why; your team accepts or asks again | Go-live |
| Review | Approve or reject each file; rejections go back with your reason | Go-live |
| AI reading | One click reads a document's type, period and totals; your staff decide | Go-live |
| Filing | Straight into OneDrive or SharePoint by client, tax year and quarter | Go-live |
| Onboarding | Engagement letter e-signed, ID and address collected, Companies House details pulled, clearance letter sent | Go-live |
| Dashboard and audit log | Who's complete, partial or silent; every request, upload and approval recorded | Go-live |
| Monthly value report | Requests sent, documents collected, outstanding, average days to complete: counted, not estimated | Within 30 days |
| Expiry tracking | ID and proof-of-address dates tracked, with a reminder before they lapse | Within 30 days |
Yours, not ours
- Your logo and web address: portal.yourfirm.co.uk
- Your WhatsApp number, so clients see your name
- Files in your own Microsoft 365, connected through your own Microsoft account
- Self-hosting on your own accounts available from £9,500
What we don't do
- Bookkeeping or tax returns
- Filing anything with HMRC
- Replacing your practice software: we work alongside it
Price
One price for the whole firm.
Founding prices stay with your firm for as long as you stay on the care plan.
| Build | Care plan (whole firm) | |
|---|---|---|
| Founding firms (first 10) | £2,000: £750 to start, £1,250 at go-live | £149 a month (or £1,490 a year) |
| First 5 founding firms | £2,000, as above | £99 a month for 12 months, then £149 |
| Standard | £4,500 | £299 a month |
| Own it outright | From £9,500, self-hosted | £300 a month support |
The care plan covers hosting, updates, new tax-year checklists, support, 600 WhatsApp messages and 1,000 AI reads a month. Extra: £20 per 500 messages, £10 per 500 reads.
Our promise
Live within 15 working days of Microsoft and domain access, or your deposit back. If WhatsApp approval from Meta is still pending, you go live on email first and WhatsApp switches on when approved, at no extra cost.
Your data
You stay in control of your data.
- Stored in London, encrypted, and deleted from the portal once filed to your Microsoft 365
- Every staff login uses MFA; every access is logged
- Your firm is the data controller; we work as processor under a signed data processing agreement with the UK transfer addendum
- AI reading runs in Microsoft Azure UK South, only when your staff click it
Who you'll work with
I'm Miracle Obatare. I build document-collection and compliance systems for regulated UK businesses, and I'll set up your portal personally. Our team works UK hours from Lagos, Nigeria.
Miracle Obatare on LinkedIn →Questions
Before you book
- We already use Dext.
- Dext is great for receipts. This collects the whole document set from clients (onboarding, MTD, Self Assessment, year-end) under your name, and works alongside Dext.
- We already have a client portal.
- The question is how many clients actually log in. This replaces the login with a link they open from WhatsApp or email.
- Does it replace IRIS, CCH or TaxCalc?
- No. It works alongside your practice software, with CSV import and export, and files into your folders.
- January is too busy.
- That's the reason to start now: it's live before the 31 January and 7 February deadlines, so the chasing runs itself.
- Does the AI make decisions?
- No. AI reading is optional and only runs when your staff click it. Your team approves or rejects every file.
- What do you need from us to go live?
- Access to set up the app in your Microsoft 365, a subdomain on your web address, your logo, and your checklists. We do the rest.
Book a 15-minute demo
We'll show you a sample firm set up end to end: request, client upload, review, and the file landing in OneDrive.
Calendar not loading? Email operations@dextrohq.com and we'll reply within one working day.