An apprentice that doesn’t complain.

TaxBot fetches your clients’ bank data, auto-categorises transactions, applies CIS vouchers, and hands you a working paper — IRIS-ready, no PDFs, no faff.

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No more chasing statements.

With TaxBot, clients connect their bank securely via Plaid.

You get real-time access to transactions — no PDFs instead of CSVs, no emails, no follow-ups.

Just clean data from the source.

The bits that save you hours.

Built for accountants. Designed to cut the faff.

Connect

Send your client a link — TaxBot fetches the bank data directly, no CSV/PDFs required.

Categorise

We tag transactions automatically using trade logic and common sense.

Export

Generate a clean, IRIS-ready working paper with income, expenses, and notes.

Match

CIS vouchers? Already pulled and applied to the correct transactions.

Flag

We drop oddities into a suspense account, so you can deal with them later.

Nudge

We gently remind clients to connect their bank, so you don’t have to chase them.

We’ll buzz you when the magic’s ready.

The demo’s nearly here. Pop in your email and we’ll give you a nudge when you can see TaxBot doing its thing.

Who’s TaxBot For?

If you’ve ever wasted a Saturday sorting transactions, we probably built it for you.

Self-Assessment

TaxBot does the legwork — connect the bank, get the figures, file and forget.

CIS-Heavy Firms

We fetch the vouchers, match the payments, and keep your spreadsheet squeaky clean.

Bookkeeping

Bank feeds, auto-categorisation, and tidy exports. All the grunt work done for you.

Small Ltd Co

Pre-VAT or micro clients? We’ll handle the transactions. You stay focused on the numbers.

Design Perfection

We’re a small creative design studio based in New York, working with adventurous clients and providing Creative Concept, Branding, Graphic Design, Art Direction and Digital Communication services.

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Mattie Smith

Chief Accountant

Nat Reynolds

Accountant-auditor

Business Center

350 5th Ave, New York, NY 10118

1 212-736-3100

[email protected]

An apprentice that doesn’t complain.

Powered by giants.

No more chasing statements.

The bits that save you hours.

Connect

Categorise

Export

Match

Flag

Nudge

We’ll buzz you when the magic’s ready.

Who’s TaxBot For?

Self-Assessment

CIS-Heavy Firms

Bookkeeping

Small Ltd Co

Design Perfection

Sample Headline

Sample Headline

Sample Headline

Sample Headline

Mattie Smith

Chief Accountant

Nat Reynolds

Accountant-auditor

Business Center

Biscuits & Privacy