Accounting & Tax Firms · Making Tax Digital

Your clients hand you paper. MTD requires digital records. Taxiom closes that gap.

Extract structured data from any client document — invoices, receipts, bank statements, handwritten notes — and push it directly into Xero, QuickBooks, or Sage. MTD-ready in seconds, not hours.

No credit card required No templates to configure Xero, QuickBooks & Sage ready MTD-ready export built in
app.taxiom.co
Client document 📄 Scanning…
Extracted fields
6 of 6 fields extracted · 98% confidence
Vendor Acme Supplies Ltd. 99%
Invoice No. INV-20413 99%
Date 12 Mar 2026 97%
Net amount £4,382.00 99%
VAT £876.40 99%
Category Office Expenses 94%
⚠️ MTD for Income Tax is live from April 2026. 864,000 sole traders and landlords now require digital records. A firm with 80 MTD-affected clients faces 320 additional quarterly submissions per year. The bottleneck isn't the submission — it's getting client documents into a digital format first. That's exactly what Taxiom handles.
10×
faster than manual data entry
96%+
extraction accuracy on mixed document types
3
steps from upload to Xero import
0
templates to configure. Zero code required.

Works with the tools you already use

x Xero
QB QuickBooks
S Sage
X Excel
CSV CSV / Spreadsheet

MTD creates a 5× volume increase.
The bottleneck is before the submission.

Xero and QuickBooks handle the submission. Nobody handles the step before it — getting your clients' paper documents into structured, submittable data. That step is where your team's hours go.

01

Clients still give you paper

42% of UK accounting clients still rely on paper records or non-digital systems. MTD doesn't change client behaviour — it changes your compliance obligation. You're now responsible for digitising what they hand you, every quarter.

02

Four deadlines a year, per client

A firm with 80 MTD-affected clients has 320 quarterly submissions per year — on top of annual returns. Each one requires accurate, digital records. Processing those records manually is a workload you cannot absorb without automation.

03

Manual transcription breaks at scale

One client's monthly receipts might take 2 hours to enter manually. Scaled across 50 MTD-affected clients, that's 100 hours of data entry per month — before a single submission is filed. Your team's time is worth more than that.

04

Wave 2 arrives April 2027

The £30,000 threshold drops in April 2027, adding significantly more clients to your MTD obligations. Firms building automated document workflows now will scale into Wave 2 without disruption. Those who don't will scramble.

From paper document to Xero import — in minutes.

Three steps. No templates to build. No engineers. No reformatting before import.

/ 01

Upload any client document

Drag in a PDF, phone photo, scanned receipt, bank statement, or handwritten invoice. Any format, any quality. Taxiom handles batches of mixed document types in a single upload — no sorting required.

Receipts Invoices Bank statements Handwritten notes
/ 02

Taxiom extracts every field automatically

Vendor name, date, amount, VAT, account code — every field your accounting software needs, pulled from every document. Confidence scores flag anything uncertain for your review. You stay in control; your team just reviews, not enters.

96%+ accuracy Confidence scoring Editable before export
/ 03

Export directly into Xero, QuickBooks, or Sage

Click export. Taxiom outputs a Xero-compatible CSV, QuickBooks-ready file, or Sage import format — whichever your workflow requires. No reformatting, no column mapping, no extra steps.

MTD-ready export No reformatting Direct import

Works with the software your firm already uses.

Export directly into your MTD-compatible accounting software with no reformatting required.

Xero MTD-ready CSV
QuickBooks Direct import
Sage Structured export
Excel & CSV Universal
JSON & XML API-ready
FreeAgent Coming soon

Everything your team needs. Nothing it doesn't.

Taxiom is not a general-purpose tool. Every feature is designed for the document workflows that accounting firms run every day.

Any document type

Printed invoices, handwritten receipts, scanned bank statements, multi-page PDFs, phone photos. Taxiom handles mixed-format batches without configuration.

MTD-ready exports

Every export is formatted for direct import into your MTD-compatible software. No reformatting, no column remapping, no manual correction before submission.

Confidence scoring

Taxiom flags uncertain extractions rather than guessing. Your team reviews only what genuinely needs review — not every document, every time.

Team permissions

Admin, editor, viewer, and auditor roles. Control who sees which client documents. Role-based access from the Starter plan upwards.

Audit log

Every extraction, edit, and export is logged. Full traceability from source document to structured data — essential for compliance-sensitive environments.

Secure by design

Credentials encrypted at rest. Documents stay in your account. Email verification required. GDPR-compliant data handling throughout.


Built for firms doing real work, under real deadlines.

From practices with 5 staff to 50 — Taxiom fits the document workflows that accounting teams actually run.

"We have 90 MTD-affected clients. The document prep step was going to break us. Taxiom removed it entirely — we upload a client's receipts and the Xero import is ready in minutes."
Partner, mid-size UK accounting practice · London
"Our clients still drop off paper. MTD doesn't change that. Taxiom means we process what they give us without asking them to change their behaviour — which was never going to work anyway."
Director, tax preparation firm · Manchester
"I was spending 3 hours a week just entering receipt data for two clients. Taxiom handles a month's worth in about 8 minutes. That time goes back into advisory work, which is where I should be."
Sole practitioner bookkeeper · Leeds

Questions from accounting firms.

Everything you need to know before getting started.

Taxiom is the document preparation layer — it extracts and structures data from client documents, then exports in a format that feeds directly into your MTD-compatible software (Xero, QuickBooks, Sage, FreeAgent). It works alongside your existing MTD submission tool, not instead of it.
Taxiom handles invoices, receipts, bank statements, expense forms, payroll documents, VAT invoices, remittance advices, and most other financial documents your clients produce. It works on printed documents, handwritten notes, phone photos, and scanned PDFs — in any combination within the same batch.
96%+ accuracy on standard printed documents. For handwritten documents, accuracy depends on legibility — but Taxiom's confidence scoring flags any field it isn't certain about, so your team reviews only the genuinely ambiguous cases. You never import data your team hasn't approved.
For a typical batch of 30–50 client documents: upload takes 1–2 minutes, extraction takes 30–60 seconds, review takes 2–5 minutes (reviewing flagged items only), and export to Xero-compatible CSV takes one click. The entire workflow from upload to Xero import is typically under 10 minutes.
Taxiom scales directly with your client volume. The Growth plan handles up to 5,000 pages per month. Firms on the Scale plan have no page limits. The per-client overhead of processing documents stays the same regardless of how many clients you add.
Yes. The free plan includes one user, all document types, CSV and Excel export, and basic dashboards. No credit card required. It includes a 14-day trial of the Xero integration.

Handle 5× the MTD submissions without 5× the team.

Start today. No credit card required.

No credit card No setup required Cancel anytime Xero, QuickBooks & Sage ready