MTD Portfolio Ops — Client Readiness, Threshold Monitoring & Quarterly Update OS for UK Accountants and Bookkeepers

The Problem

The accounting software market already handles bookkeeping. The under-built layer is portfolio migration control.

Practices now need to know:

• which clients cross which MTD threshold and in which year;
• which ones still need to file a final pre-MTD Self Assessment return first;
• who has chosen compatible software and who has not;
• which clients or agents already signed up and which are still at risk;
• where digital-record and quarterly-update readiness is weak;
• which exemptions or disputes need documenting.

Most firms will try to manage that through spreadsheets, CRM notes, and staff memory. That breaks quickly once deadlines split across multiple tax years and client cohorts.