The client list
name, email, income Amina Shah, email, Self-employment Tom Gallagher, email, UK property
You will upload a CSV with name, email, and income type. Income type is self-employment, UK property, or both.
Stop chasing clients
for MTD records.
RecordsIn is a tool for small UK accounting, bookkeeping and tax practices with MTD for Income Tax clients.
RecordsIn is in pre-launch. Founding pre-orders are open. It launches before 6 January 2027.
- MTD dates and rules come from gov.uk.
- Clients never log in.
- RecordsIn will not file with HMRC or ask for HMRC credentials.
- Made in Northern Ireland.
Four filings. Four rounds of chasing.
- Q17 Aug2026
- Q27 Nov2026
- Q37 Feb2027
- Q47 May2027
The Q3 update is due 7 February 2027, a week after the Self Assessment deadline. HMRC deadline table
-
67%
of 142 practitioners said getting information from clients was their biggest obstacle after the first deadline.
Accountants Therapy survey, reported by ICAEW, 27 Aug 2026
-
65%
of more than 500 accountants and bookkeepers could not submit at least one client's first quarterly update on time. Chasing records was the main challenge.
-
84%
About 84% of practices charged something for MTD. About 25% fully recovered their time.
-
1,077,000
more sole traders and landlords are expected to join MTD in the 2027/28 tax year.
Set it up once. It will run every quarter.
After each quarter it will email every client a checklist, file what they send under the right client and quarter, and send reminders on day 7, 14 and 21 that list only what is still missing. There will be no portal. Clients will not log in. Reminders will stop when the checklist is complete.
Join the waitlist and get the free MTD quarter chase kit. It includes a deadline calendar for 2026/27 and 2027/28, four chase emails, record checklists for self-employment and UK property, a chase sheet, and a one-page routine for running the quarter by hand.
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01
Day 1
RecordsIn will email the checklist the day after the quarter ends, from your practice name. The client will reply. Each attachment will be filed against that client and that quarter.
To Amina Shah
- Bank statements for the quarter
- Invoices you issued
- Expense receipts
Will file to this client and this quarter
-
02
Day 7
The reminder will list exactly what is still missing. RecordsIn will send it.
Tom Gallagher
Bank statements
In progress -
03
Day 14
The next reminder will list what is still missing. Reminders will stop when the checklist is complete.
Priya Nair
Bank statements, invoices, expense receipts
Missing -
04
Day 21
The last reminder will list what is still missing. Anything still open will need a call.
Owen Blake
Bank statements
Needs a call
The file you download
Q3-Amina-Shah.zip
You will download a ZIP for the software you already use to file.
The client will get this email.
A reply will be enough.
RecordsIn will collect records. It will not file with HMRC, and it will not ask for your agent services account.
Waitlist data sits in the EU, on Cloudflare D1 with EU jurisdiction. When the product launches, account data will sit there too, and uploaded client files will stay in EU-only storage. Data is encrypted in transit and at rest.
From Pell & Marsh
To Amina Shah
6 Oct 2026 to 5 Jan 2027
Please send these by 7 February 2027.
- Bank statements for the quarter
- Invoices you issued
- Expense receipts
Reply with the files.
Two plans.
Solo
£29
a month, up to 50 MTD clients.
Start Solo trialPractice
£59
a month, up to 200 MTD clients.
Start Practice trialMore than 200 MTD clients? Email hello@recordsin.co.uk and we'll set up a plan for you.
When it launches, both plans will include these.
- Email replies, which RecordsIn will file to the right client and quarter. An upload link follows before 6 January 2027
- Reminders on day 7, 14 and 21 that will list what is still missing
- A status board and a chase log
- A ZIP export
The first 20 practices pay £240 for 12 months of Practice. That covers up to 200 MTD clients. The 12 months start when the account opens. If we do not launch by 6 January 2027, you get a full refund. Before launch, email support@recordsin.co.uk and we will refund you in full.
Questions
Do you file anything with HMRC?
No. RecordsIn will not file with HMRC and will not ask for your HMRC credentials or your agent services account. It will collect records from your clients. You will file with the MTD software you already use.
Does it work with my MTD software?
Yes. RecordsIn will collect the records and you file with whatever MTD software you already use.
Do my clients need to log in or install anything?
No. They will reply to an email from your practice name. There will be no portal. RecordsIn will file the attachments against the right client and quarter. An upload link follows before 6 January 2027.
Where is client data stored?
Waitlist data sits in the EU, on Cloudflare D1 with EU jurisdiction. When the product launches, account data will sit there too, and uploaded client files will stay in EU-only storage. Data is encrypted in transit and at rest. The privacy notice names who processes it.
Who owns the data, and what happens if I cancel?
You do. For client records we will act as your data processor under a written data processing agreement, and we will only use the data to provide the service. If you cancel, you will be able to export everything. We will delete your clients' files within 30 days.
Can I control how long files are kept?
You can delete a client's files at any time. If you cancel, we delete all your files 30 days later.
What do I get with a founding place?
12 months of the Practice plan, up to 200 MTD clients, for £240. The term starts when your account opens. If we do not launch by 6 January 2027, you get a full refund. Before launch, email support@recordsin.co.uk and we will refund you in full.
What if it is not ready in time?
If we do not launch by 6 January 2027, you get a full refund. Before launch, email support@recordsin.co.uk and we will refund you in full.
More than 200 MTD clients?
Email hello@recordsin.co.uk and we'll set up a plan for you.
Who is behind this?
See About and legal.