MTD ITSA Agent Portal for Accountants — £3/Client/Month

VoxaMTD's agent portal lets accountants file MTD ITSA for all clients at £3/client/month. Compare vs Xero (£14), FreeAgent (£19+), and QuickBooks (£15+).

UK accountants face a structural pricing problem with MTD ITSA. The mainstream agent platforms — Xero (£14/client/month), FreeAgent (£19+/client/month), QuickBooks (£15/client/month), Sage (£16/client/month) — were designed for businesses that pay for their own software. When you have to file MTD for a portfolio of 50, 100, or 500 sole-trader and landlord clients, those per-client costs become the largest line item in your fee structure. VoxaMTD's agent portal is built specifically to break that pricing model: £3 per client per month, flat, with full MTD ITSA quarterly updates, EOPS, final declaration, agent dashboard, and white-label client invitations included.

TL;DR: From 6 April 2026, UK accountants need an MTD-recognised agent portal to file quarterly updates for clients above £50,000 income. VoxaMTD's agent portal is £3 per client per month with no minimums and no contracts. Clients keep their own free VoxaMTD account; the agent reviews and submits each quarterly update directly to HMRC.

What is the MTD ITSA agent portal?

An MTD ITSA agent portal is a multi-client workspace that lets a tax agent — typically an accountant or bookkeeper — manage the digital records and HMRC submissions for many sole-trader and landlord clients from one dashboard. The agent uses an HMRC Agent Services Account (ASA) to act on behalf of clients, and the portal software handles the per-client digital record-keeping, quarterly submission, EOPS, and final declaration filings.

Without a proper agent portal, an accountant managing 100 MTD ITSA clients faces 100 separate logins (one per client), 400 quarterly submissions per year (4 quarters × 100 clients), and 100 final declarations — all spread across whatever software each client has chosen. The agent portal collapses that into one workspace where the agent sees every client's status, deadline, and outstanding action in one view.

How VoxaMTD's agent portal works

The portal has three roles: agent (you), staff (your bookkeepers and trainees), and client (the sole trader or landlord). Each has appropriate permissions.

The agent dashboard

From the agent dashboard you see every client at a glance — names, MTD enrolment status, current quarterly period, days until next deadline, and a colour-coded action indicator (green for ready, amber for review needed, red for overdue or blocked). Sort by deadline, by client, by status, by tag, or by staff assignment. Click into any client to see their full transaction list, categorisation queue, and submission history.

The client invitation flow

Onboard a new client by sending them a co-branded invitation email. The client clicks through, signs up, and is automatically linked to your practice. They can connect their own bank account (privacy-respecting — you see categorised data, not raw account credentials), or you can connect on their behalf if they prefer.

For existing clients on Xero, FreeAgent, QuickBooks, or Sage, the migration flow imports a year of historic data via CSV export. Most practices migrate one batch of clients per week and have the entire portfolio across in under a quarter.

Categorisation and review

Transactions are auto-categorised by VoxaMTD's MTD-aware AI — trained on UK sole-trader and landlord categories specifically rather than generic accounting categories. Your staff review the AI's work in a queue interface (think email inbox for expenses) with bulk-approve actions, rules-based templates for recurring transactions, and one-click recategorisation. Median time to categorise a quarter for a typical sole trader: 4 minutes.

Quarterly submission

When a quarter is ready, the agent submits with a single button. The portal generates the HMRC payload, sends it via the production MTD ITSA API, and records the submission reference. If HMRC rejects (rare — usually means a missing income source enrolment), the portal surfaces the specific error and the fix.

Final declaration

End-of-tax-year final declarations are produced from the cumulative quarterly data plus end-of-period adjustments (capital allowances, balancing payments, accruals). The portal flags clients whose final declaration is due, walks through the adjustments, and submits.

Pricing comparison: VoxaMTD vs Xero vs FreeAgent vs QuickBooks

SoftwarePer-client cost50 clients/month200 clients/month500 clients/month
VoxaMTD agent portal£3£150£600£1,500
Xero (Ledger plan, partner pricing)£14£700£2,800£7,000
FreeAgent (partner pricing)£19£950£3,800£9,500
QuickBooks Online (Self-Employed)£15£750£3,000£7,500
Sage Accounting Start (partner)£16£800£3,200£8,000

For a 200-client practice, the difference between VoxaMTD (£600/month, £7,200/year) and Xero (£2,800/month, £33,600/year) is £26,400/year. Over five years that is £132,000. Most accounting practices charge £100–£250 per client per quarter for MTD compliance work — the software cost is genuinely a meaningful percentage of profit.

Per-client pricing comparisons assume MTD ITSA-only use. If you use Xero for full ledger work (payroll, VAT, multi-currency), the comparison changes — but for the MTD ITSA workflow specifically, the price gap is real and reproducible.

Which clients qualify for MTD ITSA?

From 6 April 2026, the £50,000 cohort: any sole-trader or landlord client whose combined gross self-employment plus rental income was over £50,000 in 2024/25.

From 6 April 2027, the £30,000 cohort: combined income over £30,000 in 2025/26.

From 6 April 2028, the £20,000 cohort: combined income over £20,000 in 2026/27.

Excluded clients: limited companies (Corporation Tax via CT600), partnerships (deferred indefinitely from MTD ITSA), trusts and estates, anyone purely in PAYE employment, and pensioners with no self-employment or rental income. A useful working assumption: most of your sole-trader and landlord clients will be in MTD ITSA by April 2028. Plan for the whole portfolio to migrate, not just the £50k subset.

How to migrate clients from Xero or FreeAgent

The migration playbook for an existing practice with 100+ clients is built around three phases.

Phase 1: pilot batch (5 clients)

Pick five clients with simple finances — one bank account, no payroll, no VAT, no foreign property. Migrate their last 12 months of data via CSV export and import. Run them through one quarterly submission cycle in VoxaMTD before MTD ITSA mandation kicks in for them. This proves the workflow inside your practice and catches any data issues.

Phase 2: portfolio batch migration

Move 20–30 clients per week. The bulk migration tool imports a CSV per client and links them to your agent dashboard. Allow about 45 minutes per client for the categorisation review on imported historic data. Most practices have their entire portfolio migrated in 4–8 weeks of part-time work.

Phase 3: client communication

The bigger lift is usually communicating the change to clients, not the technical migration. We provide a template email pack, an FAQ page, and a recorded onboarding walkthrough that you can share. Most practices report client questions are minimal because the client experience is similar to what they had with Xero or FreeAgent — the MTD compliance flow is identical regardless of vendor.

What accountants get with the agent portal

  • Multi-client agent dashboard with deadline tracking and status indicators.
  • Staff role assignment and permission controls.
  • Bulk client invitations with co-branded onboarding emails.
  • HMRC Agent Services Account integration (one OAuth pair-up covers your whole client base).
  • Quarterly update, EOPS, and final declaration submission for each client.
  • Per-property accounting for landlord clients with Section 24 finance-cost handling.
  • Foreign property income source as a separate submission.
  • Open-banking feeds via Finexer for any UK bank.
  • AI transaction categorisation tuned for UK sole-trader and landlord categories.
  • Bulk-categorisation tools, rules templates, and one-click reclassification.
  • White-label client portal where the client sees your practice branding.
  • Audit trail of every submission with HMRC reference numbers.
  • CSV export of any client's data at any time (no lock-in).
  • API access for your own integrations.
  • UK-based support, response within one business day.

Getting started — the first 50 practices get 100 free client licences

To bootstrap the agent network we are running a launch incentive: the first 50 UK accounting practices to register for the agent portal receive 100 free client licences for the first 12 months. After that, standard pricing of £3/client/month applies. The licences cover the full MTD ITSA workflow — there is no feature downgrade in the free tier.

The incentive is not a discount on a future paid plan, it is genuinely free for the first year. Practices that join in May 2026 are billed nothing until May 2027, then £3/client/month from June 2027 onwards on whatever portfolio you have at that point.

Steps to register:

  1. Visit the agent portal page and click "Register your practice".
  2. Provide your practice name, ICAEW/ACCA/AAT/CIOT membership reference (or equivalent), and your HMRC Agent Services Account ID.
  3. We verify your practice within one business day.
  4. Once verified you receive credentials and a getting-started call with our team.
  5. Onboard your first client at no cost.

If you have specific questions before signing up — common ones are around bulk migration, white-label branding, API access for your existing practice management software, or specific compliance scenarios — email accountants@voxamtd.com or use the live chat on the agent portal page.

Why VoxaMTD's pricing is sustainable at £3/client/month

The honest answer: per-user economics in cloud accounting are dominated by the cost of bank-feed connections, HMRC API throughput, and infrastructure rather than by client count directly. Once those costs are paid for the platform, marginal cost per client is small. Mainstream vendors charge £14–£19/client because their pricing is anchored to historical small-business software prices, not to the marginal cost of serving an additional client.

VoxaMTD's pricing is anchored to the marginal cost — open-banking transactions through Finexer, HMRC API calls, and S3-equivalent storage — plus enough margin to fund engineering and support. The economics work at £3/client/month because we do not need to spend on enterprise sales teams, bricks-and-mortar offices, or per-feature SKU complexity. The whole product is one tier with one workflow.

This pricing is a deliberate strategic decision and will not change. If you sign your practice up at £3/client/month, that price stays for the life of your practice's account.

Frequently asked questions

Is the £3/client/month pricing real and permanent?
Yes. £3 per client per month, flat, no tiers, no upcharges, no usage caps. This pricing is a deliberate strategic decision that anchors to the marginal cost of serving each client (open-banking calls, HMRC API throughput, storage) rather than to historical small-business software prices. Practices that join now keep this rate for the life of their account.
What does the £3/client cover?
Full MTD ITSA workflow: quarterly updates, end-of-period statements, final declaration; bank feeds via Finexer (FCA-registered open banking); AI transaction categorisation; per-property accounting with Section 24 handling for landlord clients; foreign property income as a separate source; multi-client agent dashboard with deadline tracking; staff role assignment; white-label client portal with your practice branding; HMRC Agent Services Account integration; CSV export and API access.
Do you offer a free tier for accountants to evaluate?
Yes. You can register your practice and onboard your first 1–5 evaluation clients with no charge. The first 50 UK practices to register also receive 100 free client licences for the first 12 months as a launch incentive — that's £3,600 of credit against the standard £3/client/month rate.
How does this compare to Xero or FreeAgent agent pricing?
For a 200-client practice: VoxaMTD costs £600/month (£7,200/year). Xero (Ledger partner pricing ~£14/client/month) costs £2,800/month (£33,600/year). FreeAgent partner pricing (~£19/client) costs £3,800/month (£45,600/year). The annual saving versus Xero is £26,400; versus FreeAgent it is £38,400. Over five years the gap to Xero is £132,000.
Can I migrate clients from Xero or FreeAgent without losing historic data?
Yes. The bulk migration tool accepts CSV exports from Xero, FreeAgent, QuickBooks, and Sage. Each client's last 12 months of data imports cleanly and the AI categoriser maps transactions to MTD ITSA categories. Allow about 45 minutes per client for review of imported categorisations. A typical 100-client practice migrates fully in 4–8 weeks of part-time work.

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