MTD IT: Choosing the Right Solution for Every Client (Partner Webinar)

PARTNER WEBINAR

This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.

OBJECTIVES

This webinar will provide attendees with a clear, practical understanding of MTD for Income Tax requirements and how they impact workflow planning within an accountancy practice.

Attendees will learn how to assess clients by digital readiness, behavioural patterns, and complexity in order to match them to the most appropriate MTD IT solution.

By the end of the session, delegates will be able to design a structured, scalable MTD IT delivery model that supports mixed client portfolios without increasing operational complexity.

KEY TOPICS

This is a practical, workflow-focused session rather than a broad software demonstration. The emphasis is on helping firms design a sustainable MTD IT strategy that aligns compliance requirements with operational efficiency.

• Overview of Making Tax Digital for Income Tax (MTD IT) requirements and timelines
• Workflow implications of MTD IT for accountancy practices
• Client segmentation by digital behaviour, complexity, and engagement level
• Bridging solutions for spreadsheet-reliant clients
• Cloud bookkeeping options for transitioning clients
• Automation and real-time visibility for multi-income individuals
• Managing mixed MTD IT portfolios efficiently
• Preparing your practice now to avoid workflow pressure closer to deadlines
• Overview of integrated cloud accounting platforms supporting MTD IT

WHO SHOULD ATTEND

This session is aimed at partners and managers responsible for MTD IT planning and workflow design within their practice. It is particularly relevant for firms currently reviewing their MTD IT strategy and seeking a structured, scalable approach to managing clients with varying levels of digital readiness. The session is suitable for practices already familiar with MTD IT requirements who now need to translate those rules into a practical delivery model.

20:20 Innovation members should log in to the website and book this webinar as usual. If you’re not currently a 20:20 Innovation member, you can create a free account to book and access this webinar. Simply press ‘login’ at the top of the screen and then ‘create an account’. Once your account is created, you can return to this page, book the webinar and then enjoy the full 20:20 Innovation CPD dashboard experience. Should you require any assistance, please get in touch. We look forward to welcoming you into the session.