You&I MTD — turn the MTD deadline into clients
For UK accountants & bookkeepers

Turn the MTD deadline into your next 50 clients.

You&I MTD adds a 30-second checker to your website. Visitors find out exactly when Making Tax Digital hits them — and you capture every one as a scored, ready-to-call lead.

864,000
sole traders & landlords mandated from April 2026
68%
of firms still haven’t migrated their client base
£20k
threshold by 2028 — the pool only grows
The opportunity

Your future clients are Googling “do I need to do MTD?” right now.

Most of them land on a firm’s site, see a plain “Contact us” form, and bounce. You&I MTD catches them at the exact moment they’re worried — gives them a personalised answer — and hands you their details, sorted by how urgent they are.

Live demo

See exactly what your clients would see

Go ahead — run it. This is the branded checker that sits on your site.

↑ Your logo, your colours, your booking link. Every completed check becomes a lead in your dashboard.

How it works

Live on your site in an afternoon

1

We install & brand it

Your logo, colour and booking link. We handle the setup — you do nothing technical.

2

It goes on your site

One line of code on a page. Promote it in emails, ads and your newsletter.

3

Leads roll in, pre-sorted

Name, email, phone and urgency — in your dashboard, your inbox and your CRM.

What you get

A lead engine, not just a quiz

Fully branded

Looks like part of your own website — not a third-party widget.

Scored leads

Every lead tagged Hot / Warm / Nurture by when MTD affects them.

Straight to your CRM

Email alerts plus optional webhook to ActiveCampaign, Zapier, anything.

One-click export

Download every lead to CSV for your follow-up campaigns.

No-code dashboard

Two simple screens. If you can send an email, you can run it.

Always up to date

Built around the 2026 / 2027 / 2028 thresholds — it stays relevant for years.

Get it on your site

Want this running on your firm’s website?

We install it, brand it to your practice, and have it capturing leads within a day. Book a quick demo and see it live on your own site.

You&I MTD — by You&I Marketing
MTD for Income Tax: live since 6 April 2026 · thresholds drop to £30k (2027) and £20k (2028)