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Recordsin

Your clients reply to the email.

Attachments are filed to the right quarter. Reminders list what is still missing.

We use your email as described in the privacy notice.

The attachments are filed against the right client and quarter. There is no portal. They do not log in.

Every reminder on day 7, 14 and 21 lists exactly what is still missing. Recordsin sends each reminder. Calm by default means fewer emails, and each one is specific.

The MTD Quarter Chase Kit is free. Templates for each chase, a client-status sheet, and the 2026/27 deadline calendar.

The first 20 practices can reserve a place. If we do not launch by 6 January 2027, you get a full refund. Before launch, email support@recordsin.co.uk and we will refund you in full.

Four filings. Four rounds of chasing.

  1. Q17 Aug2026
  2. Q27 Nov2026
  3. Q37 Feb2027
  4. Q47 May2027

The Q3 update is due 7 February 2027, a week after the Self Assessment deadline. HMRC deadline table

  • 67%

    of 142 practitioners said getting information from clients was their biggest obstacle after the first deadline.

    Accountants Therapy survey, reported by ICAEW, 27 Aug 2026

  • 65%

    of more than 500 accountants and bookkeepers could not submit at least one client's first quarterly update on time. Chasing records was the main challenge.

    Dext, 14 Aug 2026

  • 84%

    About 84% of practices charged something for MTD. About 25% fully recovered their time.

    Accountants Therapy Q1 survey

  • 1,077,000

    more sole traders and landlords are expected to join MTD from 6 April 2027.

    HMRC, 5 Oct 2026

Set it up once. It runs every quarter.

  1. 01

    Day 1

    Recordsin emails the checklist the day after the quarter ends, from your practice name. The client replies. Each attachment is filed against that client and that quarter.

    To Amina Shah

    • Bank statements for the quarter
    • Invoices you issued
    • Expense receipts

    Filed to this client and this quarter

  2. 02

    Day 7

    The reminder lists exactly what is still missing. Recordsin sends it.

    Tom Gallagher

    Bank statements

    In progress
  3. 03

    Day 14

    The next reminder lists what is still missing. Reminders stop when the checklist is complete.

    Priya Nair

    Bank statements, invoices, expense receipts

    Missing
  4. 04

    Day 21

    The last reminder lists what is still missing. What remains needs a call.

    Owen Blake

    Bank statements

    Needs a call

The client list

name, email, income
Amina Shah, email, Self-employment
Tom Gallagher, email, UK property

Upload a CSV with name, email, and income type. Income type is self-employment, UK property, or both.

The file you download

Q3-Amina-Shah.zip

Download a ZIP for the software you already use to file.

The email the client gets.

A reply is enough. Recordsin files each attachment against the right client and quarter.

Recordsin collects records. It never files with HMRC, and it does not ask for your agent services account.

Waitlist and account data sit in the EU, on Cloudflare D1 with EU jurisdiction. Uploaded client files, when the product launches, stay in EU-only storage. Data is encrypted in transit and at rest.

From Pell & Marsh

To Amina Shah

6 Oct 2026 to 5 Jan 2027

Please send these by 7 February 2027.

  • Bank statements for the quarter
  • Invoices you issued
  • Expense receipts

Reply with the files, or use the upload link in the email.

Two plans.

Solo

£29

a month, up to 50 MTD clients.

Practice

£59

a month, up to 200 MTD clients.

  • Email replies or an upload link, filed to the right client and quarter
  • Reminders on day 7, 14 and 21 that list what is still missing
  • A status board and a chase log
  • A ZIP export

The first 20 practices pay £240 for 12 months of Practice. That covers up to 200 MTD clients. The 12 months start when the account opens. If we do not launch by 6 January 2027, you get a full refund. Before launch, email support@recordsin.co.uk and we will refund you in full.

Questions

Do you file anything with HMRC?

No. Recordsin never files with HMRC and never asks for your HMRC credentials or your agent services account. It collects records from your clients. You file with the MTD software you already use.

Does it work with my MTD software?

Yes. It does not plug into that software. You get the documents and a status view, then you file as you do now.

Do my clients need to log in or install anything?

No. They reply to an email from your practice name, or they use the upload link in that email. There is no portal. Recordsin files the attachments against the right client and quarter.

Where is client data stored?

Waitlist and account data sit in the EU, on Cloudflare D1 with EU jurisdiction. Uploaded client files, when the product launches, stay in EU-only storage. Data is encrypted in transit and at rest. The privacy notice names who processes it.

Who owns the data, and what happens if I cancel?

You do. For client records we act as your data processor under a written data processing agreement, and we only use the data to provide the service. On cancellation you can export everything. We delete your clients' files within 30 days.

Can I control how long files are kept?

Yes. Choose a retention period, or delete a client's files at any time.

What do I get with a founding place?

12 months of the Practice plan, up to 200 MTD clients, for £240. The term starts when your account opens. If we do not launch by 6 January 2027, you get a full refund. Before launch, email support@recordsin.co.uk and we will refund you in full.

What if it is not ready in time?

If we do not launch by 6 January 2027, you get a full refund. Before launch, email support@recordsin.co.uk and we will refund you in full.

Who is behind this?

Matthew Johnston, a sole trader in Northern Ireland. Email hello@recordsin.co.uk.

Your clients' MTD records, in by the 7th.

Join the waitlist