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Briefcase
Visit Briefcase websiteView HMRC listing
Our notes
Briefcase is AI bookkeeping software used by accountants and businesses. Its Briefcase Ledger product supports MTD for Income Tax for sole traders and landlords, covering self-employment, UK property and foreign property.
Pros
- Self-employment, UK property and foreign property income in one licence
- AI document capture by email, WhatsApp and web, with automated reconciliation
- Every feature on every plan; unlimited users
- 14-day free trial, no card required
Cons
- No free plan
- Plans are capped by invoice and bank transaction volume per quarter, with auto-upgrade on by default
- Final declaration not explicitly mentioned on the pages checked
Price
Prices can change without notice, so confirm with the provider before you buy. Spotted an error? Email us.
- Cheapest MTD-capable plan
- Low
- Per month
- £19
- Per year
- unknown
- VAT
- ex VAT
- Notes
- £19 a month + VAT: 75 invoices and receipts and 300 bank transactions a quarter, 3 supplier payments a quarter then 25p each. Medium £39, High £79, Ultra from £119 a month + VAT. Monthly rolling; auto-upgrade if more than 10% over a limit. 14-day free trial.
- Landlord pricing
- same product. Income sources can be 'sole trade, UK property, foreign property, or any combination'; 'Multiple businesses sit under a single licence.'
- Agent/accountant pricing
- yes. Same volume-based plans (£19 to £119+ a month + VAT); practices with 1 to 9 client books start a free trial, 10 or more book a demo.
Really free?
- Quarterly updates free
- no (paid plan after 14-day trial)
- Tax return (final declaration) free
- no (paid plan; final declaration not explicitly mentioned)
- Limits
- 14-day free trial only
- Bank account condition
- n/a
- Time limit
- 14-day free trial
Checked 18 Oct 2026. Sources:briefcase.so, briefcase.so, briefcase.so, briefcase.so
HMRC listing
What the software provider has told HMRC. “In development” means the provider has committed to building it in time for the 2026 to 2027 tax return.
Features
| Free version | Not included |
|---|---|
| Agent software | Ready now |
| Individual software | Ready now |
| Software that creates digital records | Ready now |
| Bridging software that connects to records | Not included |
| Standard update period (6 April to 5 April) | Ready now |
| Calendar update period (1 April to 31 March) | Ready now |
| Making Tax Digital for VAT | Not included |
| HMRC Assist (Submission Feedback) | Not included |
Business income
| Sole trader | Ready now |
|---|---|
| UK property | Ready now |
| Foreign property | Ready now |
Other income sources and items
| Employment (PAYE) | In development |
|---|---|
| UK dividends | In development |
| State Pension income | In development |
| Private pension incomes | In development |
| Partner income from a partnership | In development |
| Foreign dividends | In development |
| Foreign interest | In development |
| Private pension contributions | In development |
| Construction Industry Scheme | In development |
| Charitable giving | In development |
| Capital Gains | In development |
| Student Loan | In development |
| Marriage Allowance | In development |
| Voluntary Class 2 National Insurance | In development |
| High Income Child Benefit Charge | In development |
| UK interest | In development |
Accessibility
| Blindness or impaired vision | Ready now |
|---|---|
| Deafness or impaired hearing | Ready now |
| Motor or physical difficulties | Ready now |
| Cognitive impairments | Ready now |
Platform
| Software type | Web browser |
|---|---|
| Compatible with | Microsoft Windows Mac OS Linux |
| Language | English |