Take the Pressure Out of Self-Assessment Season
Find the workflow bottlenecks creating delays, client chasing and repeated admin, then build a practical plan to fix them before January.
Find the workflow bottlenecks creating delays, client chasing and repeated admin, then build a practical plan to fix them before January.
Find where your team is losing time
Score the five workflow issues that commonly slow Self-Assessment season, from late client information and poor visibility to manual signing follow-up.
See what small tasks are really costing you
Learn how a two-minute task repeated across 500 returns can consume more than two working days.
Build your plan before January
Use the five-step action plan to identify your biggest bottleneck and prioritise the improvement that will have the greatest impact.
See how other firms are reducing the workload
Learn how Ross & Partners and TaxAssist Keighley have reduced client chasing, document handling and repeated admin.
Small tasks repeated across hundreds of returns can quietly consume days of team capacity. See what firms have achieved by reducing the checking, chasing and document handling around signing.
A few hundred hours of admin saved each year
Ross & Partners estimates it saves a few hundred hours annually through better visibility, easier document preparation and less manual chasing.
50 to 100 hours of document handling removed
TaxAssist Keighley estimates it saves 50 to 100 hours each year by automatically returning signed documents to its document management system.
Clear visibility across every signing request
See what’s been sent, what’s signed and what still needs chasing, without checking every client individually.
Use the five-point checklist to identify your biggest Self-Assessment bottlenecks and build a practical plan to address them before January.
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