Sole traders and MTD: Insights to guide accountants

Theatre 12 - Practice Excellence

With the deadline for Making Tax Digital fast approaching, how ready are sole traders? Our recent survey of 1,000+ sole traders and landlords uncovers key challenges they face, from hidden costs and digital skill gaps to growing reliance on accountants for support. Attendees will gain a clear understanding of the barriers sole traders encounter and leave with actionable strategies to support clients adapting to these changes.
Join us to explore practical insights and fresh perspectives on navigating this significant transition while ensuring success for both you and your clients as the April 2026 deadline approaches.

5 reasons NOT to offer payments to your clients (and how to get it right if you do)

Theatre 12 - Practice Excellence

Accountants and bookkeepers hesitate to offer payments as a service, and with good reason. Without the right tools, processes, and protections in place, offering payments is risky and inefficient. Does your indemnity insurance cover you? Do you have the right wording in your engagement letter? How should you be charging? We’ll explore the common pitfalls firms face when managing payments for clients, why some should avoid it entirely, and how those who do it well unlock incredible value. Learn how to transform payments into a core, scalable service that protects your firm, saves time, and creates results for clients.