Features
Everything your clients need to stay ahead of HMRC, in an app that carries your firm's name.
The hours you get back
To see one client's live position you sign into the agent portal, find them, and click through. To do that for your whole list, every week, takes hours nobody has, so it doesn't get done, and you find out when HMRC writes to the client.
Connect your agent account once and Doddletax checks every client automatically, flagging only what needs you. Hours back every week, and a proactive service you simply couldn't offer by hand.
We track each client's position across VAT, PAYE, Corporation Tax and Self Assessment, and surface what is paid, outstanding or sitting unallocated.
The moment a position changes or a deadline approaches, the taxpayer gets a clear alert on their phone, backed up by email for those who live in their inbox. Best of both worlds.
On the Branded plan, set your firm's name, logo and colours in your dashboard. Your clients install your app from the App Store and Google Play.
Your client list flows in from Karbon, or upload it from a CSV. Either way there is no double entry, and the app stays in step with your practice.
Clients see what to put by for an upcoming bill, so they are not caught short when the payment date lands.
Fewer missed dates and fewer chasing calls. An app under your brand is sticky, switching firm means the client loses it.
Coming soon for firms: automatic, firm-branded client birthday emails. More integrations are on the roadmap. Tell us what your practice needs.
Flexible by design
Every client is different. Doddletax lets you reach each one the way they actually listen: a push alert in their branded app, a ready-made email from your firm, or both. You choose, client by client.
Every email arrives drafted for you: the client's name, their live HMRC position, the figures and the dates already in place. Review, send, move on. Minutes of typing become seconds.
Clients who live on their phone get a clear alert the moment something changes. No inbox to dig through, no letter sitting unopened, no surprises.
Their live tax position sits in their pocket whenever they want it: what is paid, what is due, what to set aside. Informed clients make calm, confident decisions.
Proactive beats reactive every time. When clients feel looked after and ahead of every deadline, they remember who put them there. That is loyalty you do not have to buy.
Client Data Consistency · its own product, or a bolt-on
Find the gaps in your client records, collect what's missing through a secure page in your branding, and chase automatically until they respond. Buy it on its own, or bolt it onto Doddletax. Works with Karbon.
We check your clients against what each tax needs (UTRs, dates of birth, addresses, references) and flag what's missing.
Clients complete a secure branded form; it writes straight back to Karbon. Emails send from our secure domain but look like they came from you.
Set a follow-up rhythm once (e.g. 3 / 7 / 14 days). We chase automatically and show you every open and reply.
Xama integration is on the way: pull AML-verified date of birth and address into Karbon, as an optional add-on.
Works with Karbon: collected details write straight back when you use it. Available standalone or as an add-on. Pricing announced at launch.