Clients Assistant

Our notes

Clients Assistant links your spreadsheet to HMRC, or lets you record income and expenses in the app, for MTD quarterly updates and the final declaration. It is for sole traders, landlords and agents.

Price

Prices can change without notice, so confirm with the provider before you buy. Spotted an error? Email us.

Cheapest MTD-capable plan

Individual

Per month

£5

Per year

unknown

VAT

ex VAT (20% added at checkout)

Notes

Normal £5 a month (shown struck through); offer price £2.80 a month for the first year ('Half price for your first year ... while the offer lasts'). Annual billing 'save 2 months' (offer shown as £2.33 a month); annual total not published. Family & Groups £8 (offer £6.25) for up to 10 people; Extended £20 (offer £15).

Landlord pricing

same product. Individual plan covers self-employment, UK and foreign property.

Agent/accountant pricing

yes. Basic £3.50 per client a month + VAT; Pro shown as £9.50 per year. Annual plans billed per client per year with volume discounts above 10 clients; contact for 100+ clients.

Really free?

Quarterly updates free

no ('Your first return is free on any tier')

Tax return (final declaration) free

no

Limits

First return free, no card needed; recording entries is free.

Bank account condition

None

Time limit

n/a

Landlords and spreadsheets

Jointly owned property

partial. Landlord guide explains joint owners' quarterly updates can include income only; Family & Groups plan suggested for joint owners who each file.

Excel bridging

yes

Google Sheets bridging

unknown

CSV import

unknown

Bridging notes

Downloadable .xlsx templates for self-employment, UK property and foreign property.

Checked 18 Oct 2026. Sources:www.clientsassistant.com, www.clientsassistant.com, www.clientsassistant.com