FREE DIGITAL eGUIDE FOR ACCOUNTANCY PRACTICES
MTD doesn’t just change how tax is reported.
It changes how the practice has to work.
Download our practical guide to discover how secure, AI-assisted workflows can reduce client chasing, organise incoming information and help your existing team manage the additional workload.
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- Practical insights Ideas you can apply in your practice.
- Real possibilities See how AI can reduce workload and create new opportunities.
Making Tax Digital
for accountancy practices
Interested in discussing what AI could do for your practice?
Book a 15-minute call — no obligation, no preparation needed.
From guide to action
MTD May Expose the Bottleneck.
We Fix the Process Behind It.
Making Tax Digital may reveal where the operational strain sits in your practice. That may make MTD the right pilot project — or it may highlight another process that slows delivery or stands in the way of new client onboarding, like information chasing, repeated document checking or handling, reconciling exceptions or another standard process unnecessarily consuming staff time.
Once we understand how your practice works, DATAFORT builds the AI-assisted operational layer around the systems you already use. We don’t replace Xero, Sage or the systems that already work. We build the missing layer around them.
Use MTD as the Pilot Project
Start with the defined operational challenge created by Making Tax Digital and use it to integrate a secure AI-assisted workflow in a controlled way.
- Clear operational need
- Immediate requirement
- Improved functionality has relevance across the practice.
What Needs to Change First?
Begin with the part of the practice that impacts delivery, absorbs staff time or prevents the business from running as efficiently as it should.
- Reduce repetitive manual processes
- Remove bottlenecks
- Real-time information for all clients in one place.
Either way, the goal is the same: solve a clearly defined operational problem in a fixed period of time and deliver measurable value as soon as possible.
Practical applications
Turn Time-Consuming Tasks into Efficient Workflows
We build secure, AI-assisted software around the way your practice actually works. Not abstract ideas, but practical solutions to the everyday processes that consume staff time.
The result: less manual work, fewer bottlenecks and more time for higher-value client work.
Built around your existing systems
We don’t replace Xero, Sage or the tools that already work. We build the missing layer to automate and connect the processes around them.
Examples where a focused project can make a difference
Client information intake and chasing
Automatically collect, organise and validate client documents and information, with reminders for missing items.
Fewer chase emails and faster turnaround
Document processing and validation
Extract and validate key data from bank statements, invoices and other documents, flagging exceptions for review.
Reduced manual data entry and fewer errors
Exception and review queues
Identify items that need human attention — such as mismatches, missing data or unusual transactions — and present them in a clear, prioritised queue.
Spend time only on what really needs your review
Practice-wide visibility
Give your team a real-time view of outstanding client information and key deadlines across the whole practice.
Better workload management and increased client capacity
See what’s possible for your practice
Book a 15-minute call to explore how we can help you work smarter, stay compliant and grow.
Secure + fast
A Clear Path from Problem to Working Solution
We follow a focused, proven process to understand the problem, design the right solution, build and test it, and get it into use quickly — with security built in at every stage.
Security built in
Your data stays in your control. We design with GDPR compliance, encryption, access controls and human approval points at the core.
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01
Understand
We learn how your practice works, identify the key processes and agree the one to focus on first.
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02
Design
We design a solution around your existing systems (e.g. Xero, Sage), with clear scope, cost and success criteria.
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03
Build
We develop your secure, AI-assisted solution in short, iterative sprints, with regular updates and demonstrations.
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04
Test and refine
We test with your team using real practice data, refine based on feedback and make sure it meets your objectives.
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05
Deploy and support
We put the solution into use, help your team get the most from it, and provide ongoing support as your needs evolve.
A practical first step
Focused development projects start from £5,000.
We agree the scope, cost and measure of success before development begins. Many focused systems can be designed, built and in use within 90 days.
Let’s discuss one process worth improving
Book a 15-minute call to explore how we can help you work smarter, stay compliant and grow.
No long discovery call. No sales theatre.
Just a practical conversation.
Security + credibility
Secure by Design.
Built for Serious Business Use.
When client records, financial data and compliance workflows are involved, security and control matter. DATAFORT builds secure AI-assisted operational software around the systems you already use.
We scope projects carefully, keep people in control and focus on practical delivery. The goal is simple: software you can trust and a process your team can manage.
Serving UK businesses since 2000
Long-standing technical and commercial experience supporting serious business operations.
Security built in
GDPR-aware workflow design, encryption, access controls and audit-friendly processes are considered from the outset.
Human approval stays in place
AI supports the work. Your team remains responsible for review, judgment and approval.
Built around existing systems
We add the missing operational layer around Xero, Sage and the software you already rely on.
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Controlled access + human approval
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Focused, scoped delivery
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Experienced software and AI leadership
Security matters. So does practical delivery.
Trusted by
businesses like yours.
We build long-term relationships based on results, reliability and trust.
Here’s what our clients have to say.
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25+
Clients
across the UK
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98%
Client
satisfaction -
20+
Years
experience since 2000
‘DATAFORT took the time to understand our practice and built a solution that has saved us hours every week. The difference is remarkable.’
Ben M.AccountantLeeds
‘The team is knowledgeable, responsive and a pleasure to work with. We feel completely confident in the solutions they deliver.’
Susan S.Mortgage BrokerLondon
‘Security and compliance were non-negotiable for us. DATAFORT delivered a solution that is secure, robust and future-proof.’
Alan T.Finance DirectorUK
Ready to see what’s possible?
Let’s talk about how bespoke, AI-assisted software can help your practice work smarter, stay compliant and grow with confidence.
Ready to start?
Let’s Discuss the First Problem Worth Fixing.
In a brief online meeting, we’ll talk through where operational friction sits in your practice and whether MTD — or another process — is the right place to start.
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15 minutesEnough to establish whether there is a fit. -
No obligationA useful conversation whether we work together or not.
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No prep requiredBring the problem. We’ll ask the questions.
