Webinar: MTD IT: Preparing for Quarterly Reporting by AccountingWEB

About

As MTD IT approaches, firms are moving beyond compliance planning and focusing on a much bigger challenge: how to efficiently support growing numbers of sole traders through quarterly digital reporting.

Many practices are already reviewing their onboarding, record collection and bookkeeping workflows to reduce admin, improve client engagement and prepare for increased reporting volumes.

In this on-demand webinar, you'll hear expert advice from Paul Lodder, Dext, Ryan Alderson, DJH and Laura Gallacher, Clyde Grove as they have a practical discussion on how firms are adapting their operations ahead of MTD, including the lessons being learned from early rollout activity.

In this on-demand session you'll discover:

- The workflow changes firms are making now to prepare for MTD IT
- Common bottlenecks in onboarding, bookkeeping and client record collection
- How standardised processes can improve efficiency and scalability
- The role of AI and automation in reducing manual work
- Whether firms are naturally developing sector-specific approaches and expertise
- Practical actions firms can take over the next 90 days to prepare for MTD

Paul Lodder demonstrates how Dext Solo, powered by AI Assist, can help firms efficiently support a growing client base while maintaining consistency and control.

Whether you're actively preparing for MTD or reviewing how your firm will manage quarterly reporting at scale, this on-demand session will provide practical insights from firms already making the transition.

Presenters

Paul Lodder

VP: Product Strategy and Accounting expertise, Dext

Paul Lodder joined Dext with 20+ years in practice at Sagars Accountants where he was a partner heading up the cloud accounting offering. ACCA qualified since 2003 Paul led the firms MTD and digital strategy, and provided support on digitalisation to accountants & bookkeepers across the country as well as providing solutions to clients’ challenges and supporting them to achieve their goals across accountancy, taxation and business advisory services. Paul is recognised as a leading expert on the implementation and benefits of digitalisation.

Tom Herbert

Technology editor, AccountingWEB

Ryan Alderson

Head of Cloud Advisory at DJH

Heading up everything Cloud and Digital at DJH, Ryan is all about using the latest and greatest tech to make lives easier - usually in the form of efficiencies or client experience.

Focusing on maximising core accounting software as well as exploring the bolt-on integrating apps, Ryan helps owner-managed businesses save time and get better insights from their data.

Laura Gallacher

Accountant

With over 20 years of accountancy experience, I help sold traders, CIS subcontractors and self-employed individuals manage their finances with confidence. I provide straightforward advice on tax, bookkeeping, accounts, and business growth, helping clients save time, stay compliant, and focus on what they do best.

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