Tax prep

Ready for the deadline. Not scrambling on it.

A submission checklist, open items and accountant handoff, with evidence attached. Alfred prepares the pack. A qualified professional signs off anything regulated.

Hartwell Joinery Ltd
Tax prep · VAT period ending 31 Mar
2 open items
Sales and purchase invoices reconciledEvidence linked from Vault
Done
Draft nine-box figures preparedReady for human review
Done
Missing purchase receipt · £1,240Requested from owner
Open
Handoff to Jackson's AccountingWaiting in Govern for your nod
Govern

Payment diary: £18,400 VAT due by 7 May · in your Cashwatch™ view

Alfred prepares. A qualified professional signs off.
ChecklistOpen itemsHandoff Evidence attached
The deadline scramble

Tax work starts too late and finishes in a rush.

Missing invoices, unclear open items and a pack that arrives the night before filing. Your accountant spends the review rebuilding what should already be ready.

!Open items stay invisible

A missing receipt or an unresolved conflict only surfaces when someone is already under time pressure.

?Evidence is scattered

The draft figures exist in one place. The invoices and leases that back them live in email and folders.

Handoff is messy

You send a zip. Your accountant asks for three more files. Nobody can see what is still blocking submission.

How Tax prep works

Three steps.
Ready before the deadline.

Alfred builds the checklist from your connected numbers and documents. Open items stay visible. You hand off through Govern. A qualified professional signs off anything regulated. Alfred does not submit for you.

1Connect your numbers

Upload through Connect, or use what is already in. Documents sit in Vault. Alfred only reads what you give him.

2Alfred builds the prep pack

Checklist, draft figures and open items, with evidence attached. Cash needed for tax sits in your Cashwatch™ view.

3You hand off for sign-off

Approve the handoff in Govern. Your accountant reviews and certifies. Nothing regulated is finished without a named professional.

Why it pays off

Calm prep, not a last-minute rebuild.

The same submission readiness large firms expect from a finance team, kept live so open items do not hide until filing week.

Time backOpen items early, not on filing day

See what is still missing while there is time to fix it. Your accountant starts from a pack, not a blank request list.

AssuranceA real accountant signs off

Every regulated call is reviewed and certified by a qualified professional. Alfred never gives regulated advice and does not submit for you.

AccurateEvidence attached to every step

Checklist items link back to documents in Vault and lines in your books. A trail your accountant can follow.

Secure and compliantUK GDPR by design, encrypted

Built for UK GDPR with per-client isolation, encryption throughout, and your data not used to train our models. Database in London (eu-west-2); documents in EU-region storage.

Cost-effectiveBig-firm thinking, small-firm price

Submission prep with the rest of Ask Alfred™, for the price of a subscription. Or sponsored by your accountant.

Peace of mindTax cash in the same view

Know what is due and when it hits the bank, via Cashwatch™, long before the payment date.

What Tax prep covers

Checklist, open items, handoff.

Tax prep sits with Connect, Vault, Cashwatch™, YearReady™ and Govern. For VAT filing rules see Making Tax Digital for VAT and the VAT return checklist.

Income Tax MTD from 2026: Making Tax Digital for Income Tax 2026. Classic January deadline: Self Assessment deadline UK.

Submission checklist with status on each stepChecklist
Open items visible before the deadlineOpen
Evidence linked from Vault and your booksEvidence
Accountant handoff through GovernHandoff
Alfred prepares; a professional signs offHuman
For business owners

The filing week you stop panicking.

  • See the checklist and what is still open, early.
  • Know the cash needed for tax sits in Cashwatch™.
  • Hand off a pack with evidence, not a zip of guesses.
  • Approve the handoff in Govern before anything moves.
  • Leave regulated submission to a named professional.
For accountants

Clients arrive prepared. You certify.

  • Open items are listed before you start the review.
  • Evidence sits with the draft figures in Vault.
  • Handoffs land in Govern for your certification.
  • Less time chasing missing receipts in filing week.
  • See the accountants deep dive for the practice channel.

You set the client price and keep the margin. We charge you a simple wholesale fee per client.

Built on trust

Built so you can trust the numbers.

Security is the foundation, not a setting. Your data stays yours, the work is always traceable, and a qualified human owns every regulated decision. Read our security overview.

You choose what to share

You upload only the documents you want Alfred to see. He reads them, never changes them, and acts only on what you approve.

EU-region storage, encrypted

Client data in isolated schemas (London database, EU document storage), encrypted in transit and at rest. Your data is not used to train our models.

Named human sign-off

Regulated work is reviewed and certified by a qualified accountant who stands behind it.

Full audit trail

Every figure and every approval is logged and timestamped, ready for HMRC or your insurer.

Vetted partners only

Any insurance or finance introduction goes to FCA-authorised firms. Alfred never sells.

ISO 27001 targetedSOC 2 Type II in progressUK GDPR alignedCyber Essentials plannedFCA-authorised partnersEU region hosting
Pricing

Fair and square.

See Tax prep on your numbers for nothing. Pay only when it is clearly worth it.

Free look
£0

See your first Tax prep checklist for nothing.

  • Checklist and open items on a sample period
  • See how evidence and handoff work
  • No card, no commitment
Free at launch
Most popular Tax prep / Core
£49/month

Tax prep plus the full Ask Alfred™ stack.

  • Submission checklist and open items
  • Accountant handoff through Govern
  • Pulse™, Cashwatch™, YearReady™, Ask, Connect and Vault
  • Named professional sign-off on regulated work
Available at launch
Sponsored
£0 to you

Included by your accountant, their name on it.

  • Your accountant includes it in their fee
  • No accountant? We match you with a vetted one
  • Everything in Tax prep, plus their sign-off
Available at launch
Word from the high street

Built for the van, the counter and the back office.

"I used to find missing invoices the night before VAT. Now open items show up weeks earlier, with the receipt request already drafted."
ST
Sarah TJoinery firm · Cambridge
"Clients hand off a checklist with evidence attached. I review, certify, and bill. Filing week stopped being a rebuild."
RJ
R. Jackson FCCAAccountancy practice · Norfolk
"The VAT due sat in Cashwatch™ next to the trough. I knew the payment date before my accountant chased me."
DP
Dev PConvenience stores · Leicester

Illustrative, for a product going live. Real names and firms to follow.

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