For accountancy practices

Quarterly clients, without quarterly chasing.

Making Tax Digital moved sole traders and landlords over £50,000 to quarterly updates in April, and the threshold drops to £30,000 in April 2027. That's four rounds of chasing records a year instead of one. I set up AI that does the chasing and checks what comes back.

Book a 15-minute call £2,500, fixed. You only pay if it works.

A typical day

08:30The inbox opensForty client emails, five that matter.
11:00The deadline is a week awayHalf the clients haven't sent their records.
14:00A client meetingNotes to type up later.
17:30Reminder emailsThe same gentle reminder, twenty times.
Every quarterMaking Tax DigitalFour rounds of updates a year, not one.

Quick wins

Records chased for you

Claude
Zapier
Dext

NowEvery quarter, the same clients need chasing for the same documents.

With Feather LabsReminders go out on your schedule, in your voice, and say exactly what's missing. Replies are read, and attachments are filed to Dext or your drive.

Client emails drafted

Fyxer
Gmail
Outlook

NowThe same questions, answered by hand, many times a week.

With Feather LabsRoutine client emails get a drafted reply in the practice's tone. Your team reviews and sends.

Reconciliation that mostly does itself

Xero
Dext

NowBank lines matched one by one.

With Feather LabsXero's AI reconciliation and Dext rules switched on and tuned to each client, so people only see the exceptions.

Meetings turned into actions

Claude
Karbon

NowNotes typed up after the meeting, then a follow-up, then tasks.

With Feather LabsA note-taker summarises the meeting; a Claude project drafts the follow-up and engagement letter from your templates; tasks land in your practice software.

Client data stays confidential: business plans that don't train on your data, and nothing goes to a client without a person checking it.

Proof

The inbox project started with triage and grew into an assistant that handles chasing, the diary and invoices.