Streamlining Accounts Prep for MTD (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 show attendees how to remove manual effort from accounts preparation by digitising client records received as paper, PDFs, spreadsheets, and emails.

Delegates will learn how Sage AccountsPrep and AutoEntry work together to turn inconsistent client data into clean, compliant, HMRC‑ready submissions for Making Tax Digital.

By the end of the session, attendees will understand how to deliver faster quarterly preparation, simplify MTD workflows, and enable predictable pricing for difficult or non‑digital clients

KEY TOPICS

• Common client record‑keeping challenges: shoebox receipts, Excel spreadsheets, PDFs, emails, and manual records
• MTD requirements: digital submissions without requiring fully digital clients
• The three ways of working with clients: Do It With Me, Review My Work, Do It For Me
• Overview of Sage AccountsPrep and how it fits within the MTD workflow
• Automating data capture with AutoEntry (receipts, invoices, and bank statements)
• AccountsPrep workflow: data in, analysis and coding, compliant outputs
• Bulk coding, transaction review, journals, and handling off‑statement data
• Producing reports including trial balances and MTD‑ready submissions
• Turning difficult clients into profitable ones through structured, repeatable processes
• Faster quarterly preparation and predictable MTD pricing conversations

WHO SHOULD ATTEND

This session is aimed at accountants, practice owners, partners, managers, and team members responsible for accounts preparation and MTD submissions.
It is particularly relevant for practices working with sole traders and small businesses who do not use bookkeeping software, and for those looking to reduce manual work, improve efficiency, and standardise processes without forcing clients to change their behaviour

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.