For accountants & bookkeepers

Fix your messiest trade clients.

The sole traders who turn up in January with a carrier bag of receipts, never reply to emails, and will never learn accounting software. TradesOffice meets them where they already are — WhatsApp — and hands you clean, MTD-ready, correctly-categorised records. You stay the accountant; we stop the shoebox.

Partner with us
Less cleanup. Fewer chase emails. MTD-ready clients.

You know these clients

  • The carrier bag of crumpled receipts every January
  • Emails and calls that never get returned
  • No software — and no chance they'll ever adopt any
  • Hours of your time spent reconstructing their year
  • VAT and CIS figures you have to chase and re-key
  • And now MTD quarterly filing makes it four times a year

How it works

No new behaviour for the client. No new software for you.

1

They message Amy

Your client saves one WhatsApp contact and talks to her like a colleague — "invoice Dave £2,400", a photo of a receipt. No app, no login, no learning curve.

2

It's captured clean

Every invoice, expense and receipt is recorded with the correct HMRC/MTD category, CIS handled properly, VAT separated — MTD-quality digital records, automatically.

3

You get the books

A quarterly pack plus CSV/PDF exports you can import today — with direct Xero & QuickBooks sync on the roadmap, so the records flow straight into your ledger.

Why practices partner with us

⏱️

Hours back every quarter

No more reconstructing a year from a carrier bag. The records arrive clean and categorised.

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In your format

MTD categories, CIS, VAT separated — quarterly pack + CSV now, Xero/QuickBooks sync coming.

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MTD-ready clients

Quarterly updates become a non-event because the digital records already exist.

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A referral arrangement

Bring clients on board and we'll look after you — get in touch for the details.

MTD for Income Tax is the forcing function

From April 2026, sole traders over the income threshold must keep digital records and file quarterly. The trade clients who'll struggle most are the exact ones TradesOffice is built for — they create MTD-quality records just by working the way they already do.

Talk to us before the deadline

Accountant questions

Does TradesOffice replace Xero or QuickBooks?

No — it feeds them. Your client runs their day-to-day admin in WhatsApp instead of wrestling accounting software they'll never open; when you need the numbers in Xero or QuickBooks, TradesOffice hands them over clean. You stay the accountant; we're the capture layer that stops the shoebox.

Which clients is this for?

The ones who cost you the most time — the sole-trader tradespeople who turn up in January with a carrier bag of receipts, never reply to your emails, and have no software because they'll never learn any. They already live in WhatsApp all day; TradesOffice meets them there.

How does the data reach me?

Today: every record is captured with the correct HMRC/MTD expense category, CIS handled correctly, and delivered as a quarterly pack plus CSV/PDF exports you can import. Direct Xero and QuickBooks sync is on the roadmap — so the records will flow straight into your ledger.

What about Making Tax Digital for Income Tax?

That's exactly the point. From April 2026 sole traders over the income threshold must keep digital records and file quarterly. Your messiest trade clients are the ones who'll struggle most. TradesOffice creates MTD-quality digital records as a byproduct of how they already work — so quarterly updates become a non-event instead of a fire drill.

Is it secure and compliant?

Yes. Records are stored with per-client data isolation, UK GDPR-compliant processing, and a solicitor-reviewed legal framework. Each client owns their data and can export it at any time.

What does it cost my client, and is there anything in it for me?

It's one simple plan at £19.99 a month for the client — everything included, 14-day free trial, no card to start. For you: less cleanup time, fewer chase emails, MTD-ready clients, and a referral arrangement for practices that bring clients on board. Get in touch and we'll set you up.

Stop cleaning up after them

Put your messiest trade clients on TradesOffice and get clean, MTD-ready books back — over WhatsApp, in your format.

Partner with us