MTD Implementation

Redesign your practice for MTD before it buries you in admin.

A practical framework for small UK accountancy firms to build MTD ready workflows.

Get The 20:1 Framework – Free
81% of small firms say MTD is their biggest 2025 challenge
4× more reporting touchpoints per client with quarterly updates

MTD turns one annual job into year round work.

Without design it will be more touchpoints using the same process.

But where do you start?

Get The Framework

The MTD Implementation Audit Framework

A three step framework to rebuild your workflows for MTD quarterly updates.

1

Define

Map your current compliance workflow. Identify where handoffs break, data quality fails, and confusion happens.

You get an honest picture of how work actually runs today.

2

Design

Rebuild the workflow with MTD requirements. Define clear client responsibilities, service boundaries, and technology that reduces handoffs.

You design the process first, then choose software that fits.

3

Validate

Test the new system against real cases: incomplete data, software failures, clients asking you to "just handle it".

You find the weak points before MTD goes live, not after.

What you get

  • A clear service blueprint ready for MTD quarterly updates
  • Scope boundaries your clients understand and accept
  • A shortlist of software that fits the way you actually work

What's in the framework

Section 1: Current state mapping

  • Questions that uncover where compliance jobs get stuck
  • Templates to document how work moves between client, staff and software

Section 2: Designing your MTD system

  • Examples of responsibilities at each step
  • Criteria to judge whether software will actually save you time

Section 3: Validation and implementation

  • Scenarios to test your new process before busy season
  • Training outlines and client communication templates

Download the framework

Free for small UK accountancy practices.

No mailing lists. One follow up email in two weeks.

Two ways to use this

Option 1: DIY implementation

Free

Download the framework. Work through it with your team. Implement yourself.

Best if you can spare 2 to 4 weeks for internal process work.

Get The Framework

Option 2: Facilitated implementation workshop

£700

We run the framework with you and your team. You leave with a finished MTD ready service blueprint and a clear implementation plan.

In the session:

  • Map your current compliance workflow
  • Redesign for MTD quarterly updates with clear boundaries
  • Test against real client scenarios

After the session:

  • Completed framework and responsibility matrix
  • Software shortlist, training outline, and client templates

Format: In person or remote | Delivery: Documentation within 48 hours

Best if you want this finished in days, not weeks, or want an external view on your current process.

Book Workshop – £700

Common questions

Is this really free?

Yes. The framework is free. If you want help implementing it, the workshop is £700. If you prefer to work through it yourself, the PDF gives you what you need.

What's the catch?

No catch. This is lead generation. Some practices will implement themselves. Some will book the workshop. Both outcomes are fine.

Do I need the workshop or just the PDF?

If you have 2 to 4 weeks to work through it internally, the PDF is enough. If you want it done in 3 hours with external validation, book the workshop.

When should I do this?

Before you select MTD software. Process design comes before technology selection. If you have already bought software, the framework shows you whether it fits your redesigned process.

Book the facilitated workshop

3 hours. £700. Your practice, redesigned for MTD.