Knowledge Base
On-demand

Educating your clients and staff about MTD

On August 24 we were joined by Eriona Bajrakurtaj for an informative discussion on how to best educate your clients before MTD comes into effect – and how to strike the fine balance between overloading them too early and leaving it too late to prepare.

Watch the webinar

Presenters

Andy North
Andy North
Chief Marketing Officer, TaxCalc

Dean Shepherd
Dean Shepherd
Director of Product Compliance, TaxCalc

Eriona Bajrakurtaj
Eriona Bajrakurtaj FCCA, MSc, ACPA, LLM, PGDipFS
CEO, Major’s Accounts & Co Ltd

Download our client MTD letter template

As mentioned in the webinar, we've been developing a template email to serve as a model of the first communication you send to your clients. It's designed to provide an accurate picture of what MTD entails as we currently understand it and is intended as a foundation for you to adapt to your own needs.

Thank you to all of the customers who participated in its creation. You can download a copy here and we will soon be adding it to the template letters within Practice Manager.