Self Assessment: tech strategies for hassle-free filing

Recorded on 15th November 2023

Preparing your practice and clients for Self Assessment isn’t just about starting early; it’s about ensuring you’re equipped with the best digital tools. In this video, Tony Stevenson FCA is joined by Russell Frayne FCCA (Azets), Katie Hawking (Dext) and Phil Hobden (Know-IT) to discuss how harnessing the right technology can help you simplify the Self Assessment season. You'll discover:

  • the best digital tools to integrate for efficiency and ease
  • how to encourage your clients to embrace accounting software for stress-free Self Assessment
  • how to use automation to gather key information from clients

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