MTDITSA working papers and pre-submission checklists ready to use
Email templates for clients covering the entire MTD workflow
Segment, reprice, and file with clear, proven frameworks
Rollout plan for clients and team, including training & SOPs
MTD ITSA working papers
Plug-and-play working papers built for quarterly submissions and finalisation.
Done-for-you client emails
Templates for every step of the workflow, from awareness to filing
Portfolio strategy
Guidance to segment, reprice, and decide how (and whether) to file for each client.
Rollout playbook
Exactly how to launch the service line across clients and train your team
Video tutorials
Video tutorials for step by step walkthroughs of modules
Pre-submission checklists
Battle-tested in our own firm to reduce errors and speed up review.
What you’ll be able to do
Map which clients fall into scope in minutes using our segmentation framework.
Decide your service model (from quarterly-only to full bookkeeping) and price it profitably.
Choose & test HMRC-recognised software, then embed end-to-end workflows.
Train your team to handle objections and deliver consistently.
Roll out across your portfolio without burning profit (or your people).
What’s inside
MTDITSA working papers (ready to use)
Pre-submission checklists and review steps
Client email templates for every stage
Portfolio segmentation & pricing frameworks
Client and team rollout playbook
12 structured modules with short, practical video lessons
Grab-and-go library: surveys, emails, FAQs, scripts, forms, frameworks, SOPs
Profitability & capacity models to price with confidence
End-to-end workflows & checklists for quarterly submissions
Client-facing webinar outline & segmented email sequences
Future updates included — we track HMRC changes and refresh materials
The curriculum at a glance
Module 0: Your grab-and-go templates
Module 1: Understanding the rules
Module 2: Analyse & segment your portfolio
Module 3: Communicate with clients (awareness stage)
Module 4: Pricing strategy & business model
Module 5: Choosing & testing technology
Module 6: Go live with early adopters
Module 7: Building internal processes
Module 8: Training your team
Module 9: Communicate with clients (pricing stage)
Module 10: Full portfolio rollout
Module 11: Continuous improvement
Module 12: Practical guidance & tutorials
Bonuses included
HMRC exemption request pack (letters, templates, evidence checklists)
Traffic-light compliance dashboard
Pilot client toolkit (selection criteria, comms scripts, debrief forms)
Objection handling scripts for pricing, software, and change resistance
“We segmented our portfolio in a morning and priced confidently.” — J.P., Practice Owner
What students say
Meet your instructor
Rachel Harris is a TEDx speaker and founder of striveX® accountants. She helps firms implement values-led, profitable systems. Rachel has supported hundreds of firms through compliance change with practical toolkits, clear workflows, and plain-English training.
Your risk-free decision
Try the course for 14 days. If you don’t feel more confident about your MTD ITSA plan, pricing, workflows, and client comms.
Email us within 14 days for a full refund.
FAQ
Is this up to date for 2026/2027?
Yes, the course is fully aligned with HMRC’s current MTD ITSA roadmap, covering the £50,000 threshold from April 2026 and £30,000 from April 2027. All content will be reviewed and updated as new HMRC guidance is released, and you’ll automatically receive future updates as part of your lifetime access.
Does this include client-facing templates?
Yes! You’ll get fully editable client emails, survey templates, FAQs, and objection-handling scripts for every stage of the MTD ITSA workflow, from raising awareness to onboarding, pricing, and filing.
Which software do you cover?
We teach a universal workflow that applies to all HMRC-recognised software providers. We share examples using Xero, QuickBooks, FreeAgent, and Sage, but the principles and processes can be applied to any compliant tool your firm uses.
Team access?
Each purchase includes one individual licence. If you’d like your wider team to complete the training, you can add extra seats for £120 + VAT per person. Just select “team licence” at checkout or email us for a bulk enrolment link.
Will this work if we don’t do monthly bookkeeping?
Yes. The course includes separate workflows for quarterly-only clients and for firms transitioning to monthly bookkeeping models. You’ll learn how to handle both efficiently, with guidance on when to move clients to monthly submissions for smoother compliance.
How long do I have access?
You’ll receive lifetime access, including all future updates as HMRC releases new guidance. You can revisit lessons, templates, and downloads anytime, and you’ll automatically see new materials added to your course dashboard.
Refunds?
We offer a 14-day money-back guarantee. If you don’t feel more confident in your firm’s MTD ITSA plan, including pricing, workflows, and client comms, just email us within 14 days of purchase for a full refund. No forms, no fuss.
“Saved time while giving me reassurance I’m doing it right.” — Hayley Taylor ★★★★★
Be ready before the rush
Build your pricing, workflows, and client plan now — so 2026 doesn’t become a crisis