The complete Self Assessment workflow, rebuilt for modern accounting firms.

    Record OS is the only platform that covers the full end-to-end Self Assessment process: from client data collection and AI-powered document extraction, through to accountant review, client approval, and HMRC submission. No more stitching together disconnected tools.

    Client Data Collection

    Send tailored questionnaires and document requests to each client based on their income profile. Automated reminders ensure nothing falls through the cracks — no more manual chasing.

    Client data collection — personalised welcome screen

    AI Extraction & Return Preparation

    Clients upload documents like P60s, dividend vouchers, and bank statements. Our AI extracts the relevant figures and maps them directly to the correct Self Assessment fields. You review — not re-enter.

    AI Extraction & Return Preparation — split pane showing extracted employment data mapped to a P60 document

    Client Approval & Filing

    Use the split-pane review interface to verify source documents against pre-populated return data. Once approved, collect client sign-off and submit directly to HMRC — all within Record OS.

    Client Approval & Filing — review tax return summary with approve and sign functionality

    Real-Time Tracking

    A firm-wide dashboard shows every return's status at a glance. Filter by staff member, stage, or deadline. Spot bottlenecks before they become problems.

    Real-Time Tracking — firm-wide dashboard showing tax return status across workflow stages

    Built for UK compliance from day one.

    UK Data Residency

    All data stored and processed in the UK.

    Encryption

    End-to-end encryption in transit and at rest.

    GDPR Compliant

    Designed to meet UK GDPR requirements for sensitive financial data.

    Built to connect with your existing stack.

    K

    Karbon

    CCH

    CCH

    DB sync

    On our roadmap

    S

    Senta

    D

    Digita

    X

    Xero

    Q

    Quickbooks

    S

    Sage

    Reach out to us for any integrations you would like us to add.

    Want to see this in action?

    Book a demo with our team.

    Book a Demo