Quarterly records in on time, without the chasing.
For small UK practices with clients moving to Making Tax Digital. Requests set themselves up every quarter, clients upload from their phone without a password, and each client gets one tidy reminder instead of an inbox full.
Request a founding placeIn development, launch planned for early 2027. Joining the founding list is free; at launch you get a 30-day free trial, no card needed.
Your quarter board
Example data
| Client | Apr–Juldue 7 Aug | Jul–Octdue 7 Nov | Oct–Jandue 7 Feb | Jan–Aprdue 7 May |
|---|---|---|---|---|
| A. PatelLandlord, 3 lets | All in | All in | 2 missing | Opens 6 Jan |
| Hale PlumbingSole trader | All in | All in | All in | Opens 6 Jan |
| J. MorganSole trader | All in | All in | 1 missing | Opens 6 Jan |
| S. NowakLandlord, 1 let | All in | All in | 4 missing | Opens 6 Jan |
3 clients still owe records for this quarter.
What changes for your practice
Moving clients to quarterly updates turns one round of chasing a year into four. These are the problems practices report most often with today's tools.
Rebuilding the same request for every client, every period.
Set each client's checklist once. A fresh request opens itself at the start of every quarter.
Clients who can't find their portal password, so everything comes back by email anyway.
Clients open a link and upload from their phone. No app, no account, no password.
Automatic nudges that bury clients in emails until they stop reading them.
One reminder per client per round, listing exactly what's still missing.
Weeks of setup before the tool is any use.
We set it up for you: your checklists, your clients, your wording.
How it works
Three steps, and the first one happens once.
Add clients and their checklists
Bank statements, rental income, receipts, mileage, questions for the client. Or send us your list and we'll set it up.
Each quarter, requests go out
On the date you choose, every client gets one email with a secure link to upload what's needed.
See what's in, remind once
Your board shows what's received and what's missing. Send one reminder per client when you decide.
Fileround works alongside your accounting software. It collects what bank feeds don't bring in: receipts, letting statements, mileage logs and answers to your questions.
The founding practice offer
Ten practices get early access, a locked price and a direct line to the person building it. In return, we ask for honest feedback during the first months.
- Joining the list is free and commits you to nothing.
- When it's ready, you get access before public launch, with a 30-day free trial. No card needed.
- Continue after the trial and your founding price stays fixed for as long as you stay.
The setup is optional: we import your client list and prepare your first quarter's requests. Without it, setup is self-serve and free. Prices apply only if you continue after the 30-day free trial. They exclude any VAT. £39 a month is the planned price after launch.
How we'll handle your clients' records
These are the commitments the product is being built around. Founding practices can check each one before using it with real clients.
- Records stored in the UK or EU, encrypted in transit and at rest.
- Built so that we don't open your clients' documents during normal operation.
- A data processing agreement for every practice, and deletion on your schedule.
- No advertising or tracking cookies, on this site or in the product.
Request a founding place
Tell us a little about your practice. We'll reply by email with what happens next, usually within two working days.
Your answer to the last question shapes what gets built first, so please be blunt.
Questions
Is Fileround live yet?
Not yet; launch is planned for early 2027. Founding practices get access first, start with a 30-day free trial and help decide what ships. Joining the list costs nothing and commits you to nothing.
Does it replace Xero, QuickBooks or my practice software?
No. It collects what those tools don't pull in automatically, and you keep working in the software you already use.
What do my clients need?
A phone or a computer, and the email address you already have for them. No app, no account and no password.
Who is behind Fileround?
Giovanni, an independent software developer based in Benin. Questions come straight to me at hello@fileround.com.