Direct filing to HMRC is pending HMRC recognition. Start your bookkeeping free now — filing switches on the moment we're approved.
How it worksFeaturesPricingFree toolsFAQLog in
← All guides

Guide

Using Making Tax Digital software alongside your accountant

MTD doesn’t mean dropping your accountant. Here is how tidy digital records make their job easier — and yours cheaper.

Rental paperwork and an HMRC folder on a desk

Making Tax Digital doesn’t mean going it alone. Quarterwise is designed to work alongside an accountant, not replace one. Keeping tidy digital records through the year makes year end quicker — and an accountant’s time is the expensive part.

How it works in practice

  • You record rent and expenses as you go, so nothing is reconstructed from a shoebox in January.
  • Your figures are always current, ready for each quarterly update.
  • You can export everything as a PDF or spreadsheet to hand to your accountant for review or advice.

Who does what

You keep the books; your accountant does what they’re best at — checking the position, advising on allowances and planning, and handling anything complex. Clean, year-round records mean fewer hours of tidying-up billed back to you.

Will my accountant need access?

For now you simply export your records and share them. Direct agent access — where your accountant files on your behalf from their own account — is on our roadmap and built into how Quarterwise is designed, so it can be added without you changing anything.

Want to start tidy and cheap? Quarterwise is free for a single property, and you can hand the records to your accountant whenever you like.

Common questions

Can I use Quarterwise if I already have an accountant?
Yes. It’s built to complement an accountant: you keep tidy digital records through the year and they review or advise. It doesn’t replace professional advice.
Can I export my records for my accountant?
Yes. You can export everything as a PDF or spreadsheet to hand over at any time.
Does my accountant need their own login?
Not today — you export and share your records. Direct agent access, where your accountant files on your behalf, is planned and already designed into Quarterwise.

Last updated 7 June 2026. Quarterwise is software, not a tax adviser — if you’re unsure how the rules apply to you, check with HMRC or a qualified accountant.

Related guides

Free Making Tax Digital software for a single propertyIf you let one property, you can keep digital records and file to HMRC for free. Here is exactly what’s included, and where the paid plans begin.Reporting property income to HMRCTo file through Making Tax Digital, HMRC needs a property business on your record. Here is how that works and how to get one if you don’t have it yet.

Be ready for Making Tax Digital, the easy way.

Set up your first property in two minutes. Free forever, no card needed, cancel any time.

Start free todaySee how it works
Join landlords across the UK getting their tax sorted.