Delivering MTD IT Services at Scale: Strategies That Work

MTD for Income Tax is fast approaching and one-size-fits-all won’t cut it.

Join us for a practical and insightful webinar where we will explore how to build scalable, flexible MTD IT services using the right tools and workflows.

In this session, we’ll dive into how leading practices are using Capium’s Self Assessment module, questionnaires, and client segmentation features to manage compliance efficiently, while keeping clients engaged and informed.

Whether you're already preparing or still building your strategy, this session will equip you with real-world tactics to make MTD IT manageable for your team and your clients.

What We’ll Cover:
☐ Creating Tiered MTD IT Services – Understand how to segment clients into full-service, review-only, and DIY categories, and why it matters.
☐ Client Communication That Works – Learn how to use questionnaires and annual check-ins to manage expectations, track deadlines, and avoid surprises.
☐ Using Capium’s Tools for Compliance – See how SA reports, built-in questionnaires, and dashboards can help you deliver efficient MTD IT workflows.
⚙️ Managing Workload with Automation – Discover how Capium helps you stay on top of deadlines, group clients by service level, and reduce manual chasing.
☐ Final Submission Workflow – Why many practices are keeping final declarations within Capium’s Self Assessment module and how to make that work.
☐ Q&A with Aaron Patrick – Ask your questions live and hear how Boffix is implementing these strategies in practice.

Date: Wednesday 18 June 2025
Time: 12:00 PM
Featuring: Aaron Patrick from Boffix, ACA BFP FMAAT, and Nicholas Cheyne, Director of Product & Growth at Capium.