Customer cases
Springreach Training & Coaching: MTD without disrupting clients
How solo accountant Jill Blofield cut MTD submission time from two hours to 30 minutes, without moving clients to new software.
Compliance without disruption
Jill’s client base skews toward lower-income sole traders and older individuals. Many are unlikely to welcome a monthly software subscription, and some find even spreadsheets a challenge. Forcing them onto new tools would create friction, cost and anxiety without a clear benefit for the client.
Her goal was direct. “I was keen to see to what extent I could allow clients to continue using the software that they were already using.” That meant finding an MTD process that could accept data from a range of existing bookkeeping tools, deliver clean audit trails and remain manageable for a one-person practice.
“The biggest confidence for me was knowing that I wasn’t going to have to move some of my clients away from the software that they’re already using.”
A flexible import workflow with Digita
Jill joined the Digita MTD pilot to test this approach. She exported client data from VT Transaction+ as CSV files, created a mapping file in Digita and built a submission workflow that required no changes to how clients recorded their finances.
“The one that I used in the software trial was VT Transaction Plus, and that enabled me to export the data in a CSV file, which then once the mapping file was set up… from quarter two onwards came into Digita really easily.”
Digita’s reporting and tracking tools gave Jill the visibility she needed to submit with confidence, and support was fast when she needed it. The workflow also required no new tools: “I was able to make do with what I’ve got… no additional software purchases needed.”
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“Sometimes I’d get a reply so quick I couldn’t believe it.”
From two hours to 30 minutes per submission
After the initial setup, the efficiency gains were immediate and sustained. “Excluding the bookkeeping review… probably a couple of hours the first time… and then from quarter two onwards down to about 30 minutes.”
The Digita submission tracker makes it obvious what has been submitted and what hasn’t. It also recognises when changes have been reverted, so Jill avoids unnecessary resubmissions.
Helping more clients submit themselves
Looking ahead, Jill plans to use Digita to monitor third-party client submissions by pulling data directly from HMRC. That lets her confirm clients are staying current without handling every submission herself. “My aim is for as many people as possible to do it themselves.”
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