MTD for ITSA Is Coming. FYI Makes It Effortless.

Date:

Thursday 26th March 11:00AM

Description:

From record requests to approvals, submissions, and evidence – FYI orchestrates the entire workflow so your practice delivers digital compliance confidently and at scale.

MTD for ITSA turns one annual scramble into four disciplined deadlines. Without a system, you’re juggling client chasing, review/approval loops, and audit evidence – four times a year. FYI converts MTD from an ad‑hoc exercise into a repeatable operating system. Jobs, states, automations, and Collaborate reduce admin and risk.

Join the team to learn about FYI’s operating model for ITSA (clients, jobs, automations), how to configure Collaborate for uploads, how to handle exceptions, late‑risk, and escalation – including a live walkthrough of a full quarterly cycle.

In this webinar, we will cover:

• Smart Client Segmentation
  Tag MTD Status, Start Date, Authorisation, Quarter Ends, Risk – use these to drive automations and views.

• Automated Job Creation
  ITSA jobs (quarterly + year‑end) are created ahead of time so deadlines are never a surprise. Status‑Driven Workflow from Planned to Completed.

• FYI Collaborate 
  Clients get a single secure upload link and simple method of data management.

• Automation Everywhere
  Record requests, tasks, reminders, and late‑risk sweeps run automatically.

• Evidence Packs & Audit Trail
  Workpapers + client approvals + HMRC receipts — filed consistently, searchable, and shareable.

If you can’t make the live event, register to receive the resources post-event, including the webinar recording.