Everything you need. Nothing you don’t.
A premium UK sole trader workspace combining invoices, receipts, VAT, CIS, tax estimates, reports, bank import direction, privacy and accountant exports.
Business Dashboard
A real-time overview for income, expenses, profit, estimated tax, VAT threshold, paid invoices, overdue invoices and business health.
- ✓ Month, quarter and tax-year views
- ✓ VAT threshold tracking
- ✓ AI insight cards
- ✓ Invoice and receipt KPIs
Professional Invoices
Create branded invoices that understand VAT, CIS, reverse charge, due dates, partial payments and payment status.
- ✓ VAT and reverse charge ready
- ✓ CIS deduction logic
- ✓ Paid, unpaid, overdue and part-paid statuses
- ✓ Premium PDF output
Receipt Hub
Capture and organise receipts by supplier, category, month, quarter and tax year with VAT and accountant export summaries.
- ✓ Camera and gallery workflows
- ✓ Tax-year filtering
- ✓ VAT estimates
- ✓ Category folder style
Reports & Accountant Pack
Clear income, expense, profit, tax reserve, VAT/CIS summaries and export options for bookkeeping review.
- ✓ PDF reports
- ✓ CSV exports
- ✓ Saved exports
- ✓ Share accountant pack
CIS Accounting
Designed for construction subcontractors and trade businesses with CIS suffered, gross scheme and deduction-aware reporting.
- ✓ 20% / 30% handling direction
- ✓ CIS suffered summaries
- ✓ Invoice-aware calculations
- ✓ Self Assessment support
AI Help & Insights
Business-focused prompts and insight cards help users spot tax changes, VAT movement and readiness issues faster.
- ✓ Business performance notes
- ✓ VAT change alerts
- ✓ SA readiness cues
- ✓ Practical next actions
Bank Import Direction
Built with a smart PDF bank statement import path: preview parsed lines, avoid duplicate imports and keep undo control.
- ✓ PDF statement parsing
- ✓ Duplicate import protection
- ✓ Import preview
- ✓ Undo import workflow
Privacy & Protection
Local-first thinking, screen privacy mode, controlled exports and clear warnings around sensitive accounting data.
- ✓ Local records direction
- ✓ Screen privacy mode
- ✓ Backup/export folders
- ✓ Legal protection screen
A serious fintech-style presence for Tax Sole Trader™.
Website, app landing page, support, privacy, terms and product pages — ready to connect with Google Play, App Store and future subscription plans.