MTD - Supporting Clients Who Can't, Don't or Won't Use Software. (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

Educate members on benefits of accounts preparation for clients who wont use software

Educating members on using these tools for different clients types and how to segment clients based on needs

Educate members on how to avoid compliance issues and risks

KEY TOPICS

• Client Segmentation Made Simple: Learn how to identify and prioritize clients based on tech-readiness, complexity, and compliance risk.
• “Do it for Me” Strategies: Explore real-life approaches for serving clients who rely entirely on your guidance (think landscapers, taxi drivers, window cleaners).
• Digital Record-Keeping Without the Stress: Discover tools, templates, and workflows that work even when your client is offline.
• Step-by-Step Compliance Framework: From sign-up to submission, learn everything you need to manage MTD obligations efficiently.
• Minimize Risk with Proactive Engagement: Avoid penalties and client churn with timely communication, education, and value-driven services.

WHO SHOULD ATTEND

Accountants and bookkeepers in the UK in practice, specifically those with clients impacted by MTD

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.