A submission checklist, open items and accountant handoff, with evidence attached. Alfred prepares the pack. A qualified professional signs off anything regulated.
Payment diary: £18,400 VAT due by 7 May · in your Cashwatch™ view
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.
A missing receipt or an unresolved conflict only surfaces when someone is already under time pressure.
The draft figures exist in one place. The invoices and leases that back them live in email and folders.
You send a zip. Your accountant asks for three more files. Nobody can see what is still blocking submission.
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.
Upload through Connect, or use what is already in. Documents sit in Vault. Alfred only reads what you give him.
Checklist, draft figures and open items, with evidence attached. Cash needed for tax sits in your Cashwatch™ view.
Approve the handoff in Govern. Your accountant reviews and certifies. Nothing regulated is finished without a named professional.
The same submission readiness large firms expect from a finance team, kept live so open items do not hide until filing week.
See what is still missing while there is time to fix it. Your accountant starts from a pack, not a blank request list.
Every regulated call is reviewed and certified by a qualified professional. Alfred never gives regulated advice and does not submit for you.
Checklist items link back to documents in Vault and lines in your books. A trail your accountant can follow.
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.
Submission prep with the rest of Ask Alfred™, for the price of a subscription. Or sponsored by your accountant.
Know what is due and when it hits the bank, via Cashwatch™, long before the payment date.
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.
You set the client price and keep the margin. We charge you a simple wholesale fee per client.
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 upload only the documents you want Alfred to see. He reads them, never changes them, and acts only on what you approve.
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.
Regulated work is reviewed and certified by a qualified accountant who stands behind it.
Every figure and every approval is logged and timestamped, ready for HMRC or your insurer.
Any insurance or finance introduction goes to FCA-authorised firms. Alfred never sells.
See Tax prep on your numbers for nothing. Pay only when it is clearly worth it.
See your first Tax prep checklist for nothing.
Tax prep plus the full Ask Alfred™ stack.
Included by your accountant, their name on it.
"I used to find missing invoices the night before VAT. Now open items show up weeks earlier, with the receipt request already drafted."
"Clients hand off a checklist with evidence attached. I review, certify, and bill. Filing week stopped being a rebuild."
"The VAT due sat in Cashwatch™ next to the trough. I knew the payment date before my accountant chased me."
Illustrative, for a product going live. Real names and firms to follow.
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