Your clients’ records, sorted before you open them.
Sole traders and landlords keep their records in BillingEase, in HMRC’s categories, with every quarter checked for gaps. You see the same books from the TaxWise practice workbench and file their Making Tax Digital updates from your own software.
Priced per client. Clients can start free.What’s coming nextClients who stop sending you shoeboxes.
They see three numbers they understand. Underneath, BillingEase keeps the records the way you’d keep them.
- Three numbers, every morningComing in, going out and theirs to keep, after an Income Tax and NI estimate. They finally know where they stand.
- Expenses in HMRC’s wordsPlain names on screen, the HMRC category underneath, a photo or PDF attached, business-use shares and mileage.
- Quarters, checkedEach MTD quarter shows gaps and uncategorised entries while the client can still fix them.
- Your requests on their Home“Please add records for 12–25 September” sits at the top of their Home and clears when they’ve done it.
Everything a practice needs, nothing the client has to learn.
- Turnover
- £11,840
- Car, van and travel
- £412
- Office costs
- £286
- Advertising
- £120
“I open one list, see which clients are ready, and spend the week on advice instead of chasing receipts.”
How it works with a client.
Either side can start. Your practice name sits on the client’s books once you’re linked.
- Step 1: Invite, either wayInvite a client from the workbench, or the client invites you from Your accountant in their settings, by email.
- Step 2: See the same booksOnce linked you see every entry, fix categories and add journal entries. You can’t send invoices in their name or sign in as them.
- Step 3: Ask in plain wordsSend a request for missing records. It sits on the client’s Home until they’ve done it, then clears itself.
- Step 4: File from your softwareTake each quarter’s totals by HMRC category into the MTD software you already use. BillingEase never files.
- Next phaseStep 5: Lock what you’ve filedMark the quarter filed and lock it.
Priced per client.
Your practice pays for the clients you bring on, and each of them gets everything in MTD ready. A client who already has their own plan can invite you at no cost to you.
- Each client you bring onGets everything in MTD ready, with your practice name on their books.Per client
- Clients on their own planThey invite you; your seat is free.Free for you
Prices are placeholders while we finish pricing. Everything on the free plan stays free.
- Each client gets everything in MTD ready
- Quarter status and requests
- Lock a quarter once filed (next phase)
- Your practice name on their books
Coming in the next phase
We’re building these with our first partner practices. We’ll say here when they ship.
- NextFiling locks by the practice. Mark a quarter filed and lock it, so the client can’t change it by accident.
- NextPractice view. Every client’s quarter in one list, sorted by what needs you.
Talk to our practice team
Tell us about your practice and the software you file from. We’re starting with a few partner practices before the April 2027 wave.
practices@billingease.appContact usQuestions from accountants
Something else? Write to practices@billingease.app, or read the help centre. Everything here is about the TaxWise practice workbench and BillingEase together.
Visit the help centreBring your first clients on.
Talk to us about the TaxWise practice workbench, per-client pricing and the April 2027 wave.