Designer notes

Sample layout by XD Readers. Sector-specific structure — not a colour theme swap. Forms are demo-only.

IFA advice
you can follow.

Pensions and protection for families and directors. Built for Making Tax Digital rhythms and Xero/QuickBooks clients in 2026.

Client portal snapshot (demo)

VAT returnFiled · due 7 Apr

PayrollOn track

Corporation taxDraft ready

Cash runway4.2 months

Starter

£89/mo

Sole traders & micro Ltd

Growth

£179/mo

VAT + payroll ready

Board

£349/mo

Management packs monthly

Making Tax DigitalCISR&D claimsCompany formationsBoard packs

IFA adviceyou can follow.