MTD Chaseby Smallwright

How to chase clients for MTD quarterly records

Ask early, ask once in plain words, give each client one place to send things, and remind them on a schedule that stops when they're done. MTD Chase does this from your AI assistant: free for up to 5 clients.

A simple routine

  1. Pick a date before HMRC's deadline to ask clients for (10 days before works for most practices).
  2. Send each client one link, with a short checklist: sales, expenses, bank statements you can't already see.
  3. Nudge 7 and 2 days before your date, on the day, then 3 and 7 days after.
  4. Keep a record of who was late, so next quarter you chase them first.