About
Our on demand webinar prepares you for supporting every type of client through Making Tax Digital.

You will need a range of solutions to manage the different type of clients across your practice, so we’ll take a look at how accountants and bookkeepers can deliver the right solution for each client – ranging from free software for the most basic, thorough ledger-less solutions for the most tech-averse clients, through to complete accounting and bookkeeping solutions.

Catch up on this seminar discussion between AccountingWEB's Jake Smith and Sage's Chris Downing, where you will learn about:

- What you need to manage – record-keeping, quarterly updates, final declaration and client management
- Choosing the right tech for each client
- Managing the transition to digital records or software changes as a result of MTD
- How a single platform solution can ease management across the practice
- Full service vs collaborative services
- Opportunities to upsell additional services
- Resources to educate clients and manage the transition
- Making the most of the transition and extra services that can be offered through up-to-date digital records
Presenters
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Jake Smith
Head of Branded Content, AccountingWEB
AccountingWEB’s Head of Branded Content joined the team in July 2021 to work closely with vendors and clients to help deliver engaging, original content for AccountingWEB members.
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Chris Downing
Director of Product Management for Accountants and Bookkeepers, Sage
Chris joined Sage having been a partner at a top 100 accountancy firm. He brings nearly 20 years of hands on experience and strategic insight of the profession, coupled with an infectious enthusiasm in the adoption of technology to improve business operations, maximise performance and have some fun on the way.
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