20:20 Innovation logo
Login

Home / Webinar / Strategic planning – using Self-Assessment data to Build a Plan (Partner Webinar)

Pricing

Non member £0.00 + VAT

Presenters

Presenter

Sean Smith

About Sean

Presenter

Dave Norris

About Dave
Book now

What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 20:20 innovation "partner" for marketing purposes. Click here to view our privacy policy.

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 session will equip attendees with practical strategies to segment clients and streamline workflows using Self-Assessment and Payroll Year End as catalysts for proactive planning.

We will ensure firms are prepared for upcoming compliance changes, including Making Tax Digital (MTD), digital payroll/BIK reporting, and Companies House identity verification.

Delegates will be provided with actionable templates and tools to help practices create capacity and drive growth ahead of the 2027 compliance surge.

KEY TOPICS

  • Smart client segmentation using Self Assessment and Payroll Year End data
  • Preparing for Making Tax Digital (MTD) and future reforms
  • Digital payroll and Benefits in Kind (BIK) reporting
  • Companies House identity verification and fee changes
  • Leveraging Sage Accounting, AutoEntry, AccountsPrep, and Sage Copilot for automation
  • Building a January action plan: templates and best practices

WHO SHOULD ATTEND

Partners, managers, and team members in accountancy practices looking to move from reactive to proactive client management

Individuals seeking to understand and prepare for upcoming compliance changes in tax, payroll, and company reporting

Practices aiming to streamline processes and maximise capacity ahead of regulatory deadlines

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.