Your entire MTD portfolio — one screen
app.probooks-mtd.co.uk/dashboard
Demo data — 31 real-looking UK clients · explore the live demo →
ProBooks sends data requests to your entire client portfolio and chases non-responders automatically at 30, 14, 7 and 1 day before each quarterly deadline. One dashboard shows exactly who's filed and who hasn't. Setup under an hour.
No credit card required · 30-day free trial · Cancel anytime
Your entire MTD portfolio — one screen
Demo data — 31 real-looking UK clients · explore the live demo →
Import your self-employed client list in under 2 minutes.
HMRC quarterly deadlines are calculated automatically for every client.
Automated data requests go out and ProBooks follows up — you just review what comes in.
No spreadsheets. No missed deadlines. No chasing clients manually.
5-level escalation sequence — friendly nudge at 30 days, urgent notice at 1 day, overdue alert after the deadline. Zero manual effort.
Clients who prefer WhatsApp get reminders there instead of email. Set preferred channel per client — ProBooks handles the rest.
Clients click a link in their reminder and fill in their quarterly figures in 2 minutes — no login, no account, no friction.
See Q1–Q4, Year-End, and Final Declaration status for every client at a glance. Red means action needed, green means filed.
ProBooks flags clients with 2+ overdue quarters — the threshold where HMRC penalty points accumulate fast. Catch problems before they cost £200 per client.
Add junior staff as team members. They see the same dashboard and can send manual reminders — without access to billing or settings.
Set up your full client portfolio in under an hour. ProBooks handles the chasing, you handle the filing.
Start your free 30-day trial →No credit card · Cancel anytime