MTD IT in Practice: Choosing the Right Solution for Every Client

MTD IT is approaching, but the real challenge for most practices isn’t the deadline.
It’s designing a delivery model that works across very different client types.

Many firms are realising that a single MTD approach rarely works in the real world. Some clients want minimal change. Others are ready for full cloud workflows. And some sit somewhere in between.

This practical Capium webinar focuses on how to build a flexible, scalable MTD IT delivery strategy, using the right solution for the right client, without creating operational complexity for your team.

Rather than a broad product walkthrough, this session is designed to help you make confident, practical decisions about client segmentation, workflow design, and MTD readiness.

What we’ll cover:

A clear, practical overview of MTD for Income Tax requirements and timelines

How MTD IT changes workflow planning across your practice

The different MTD IT delivery options available within Capium

How to segment clients based on digital behaviour, complexity, and engagement level

How to match solutions to real-world client types, including:

Spreadsheet-reliant or low-change clients

Clients ready for structured cloud bookkeeping

Digitally confident or multi-income individuals needing automation and real-time visibility

Best-practice approaches for managing mixed MTD client portfolios

What firms can do now to avoid workflow pressure closer to deadlines

Who should attend

This webinar is ideal for practices that want a structured, practical approach to MTD IT, while maintaining flexibility to support different client behaviours without overcomplicating internal workflows.