Personal Tax Made Effortless

A client uploads dividend vouchers, a P60, and a self-employment spreadsheet. AI Assist extracts all relevant figures, summarises them and lists items to align with a SA100. It identifies missing information (e.g. gift aid donations, interest income) and drafts follow-up client messages. AI flags inconsistencies like high expenses vs. low turnover and prepares a summary note for your review.

Interest and Dividend Income Extraction

Bank and tax statements are often dense and irregular. AI Assist scans these quickly to identify interest and dividend income, categorise information and present it in a csv format for easy analysis, and flag potential duplicate entries or client errors.

Audit & Accounts: Find Errors Before They Matter

AI Assist excels at identifying discrepancies across documents. Reducing audit delays, improving client communication, and strengthening compliance. It spots where input VAT exceeds output VAT unusually, flags inconsistencies in director loan accounts, and detects mismatches between declared income in SA100 and turnover in submitted accounts.

Summarise Legal Documents in Seconds

Reviewing contracts and agreements is no longer a chore. No more missed details, just the insights you need. AI Assist extracts key terms from leases, hire purchase agreements, and director loan agreements, flags classification issues (e.g. identifying operating leases under FRS 102), and highlights disallowable expenses like excessive interest.

Proactively Spot Concerns & Recommend Services

AI Assist doesn't just extract data, it interprets it. It identifies unusual activity or potential compliance risks, suggests value-added services like tax planning, incorporation, or R&D claims, and generates ready-to-send messages recommending a follow-up meeting.