A posh tax nobody minds paying.
AI-powered tax workflows for accountancy practices. It chases your clients, sorts your post and answers your staff, all in your practice's name.
One desk for the chores around the accounts
Your practice does the accounts. PoshTax takes the chasing, sorting and answering that eats the day.
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Client chasing, in your name
Ask once. It keeps asking, politely, until the client sends it.
How it works -
The inbox, sorted by client
Post from hundreds of clients, each piece put with the right client.
How it works -
Staff questions, answered from your own notes
The question your junior would otherwise walk across the office to ask.
How it works -
Every deadline, watched
Accounts and confirmation statement dates for every client company, on one page.
How it works -
Bank statements in, tidied
For the clients who hand you a shoebox of statements.
How it works -
One desk for the whole practice
Each practice its own login, each person their own access.
How it works
Where it is going
Next on the desk: Making Tax Digital, live bank feeds, and the work done for you.
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Making Tax Digital dates
The quarterly dates for every client who has to keep digital records, beside their company dates. Dates only, nothing submitted.
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Making Tax Digital submissions
Sending the quarterly updates themselves. Locked until HMRC grants production access and recognises the software.
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Live bank feeds
Transactions arriving by themselves instead of by file. Locked until an FCA-authorised open banking partner is signed.
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The work done for you
For practices that want the work itself taken on. Locked until a partner practice supervised for anti-money-laundering takes it on.
It sits beside what you have
Nothing to switch. Nothing to migrate. Your clients never see our name.
A morning at the practice
The chores taken off your desk, hour by hour.
- 08:30
The post is already sorted
Overnight email filed under each client. Three items in the unsure pile, each with the reason; cleared before the kettle boils.
- 09:00
The chasing has gone out
Reminders for missing records sent as your practice. Two clients replied overnight, so their chasing stopped by itself.
- 10:15
A question, answered
A junior asks how you handle a dormant company. The answer comes from your own process notes, with the paragraph it used.
- 11:00
Nothing is late
Every client company's next dates on one page, the close ones at the top, the reminder prepared for a person to send.
- 14:00
The shoebox client
Six months of bank statements dropped in, read into one clean list by date, ready to work from.
Enterprise-level tax AI workflow
£999 a month, or £9,999 a year, plus VAT. Everything included.