Every feature you need to keep your clients compliant and your practice running smoothly.
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Practice client list
See all your clients in one place. MTD next obligation, records completeness, overdue invoices, and last activity — all without switching accounts.
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MTD obligation tracker
Know exactly which clients have a quarterly update, EOPS, or Final Declaration due — and how many days they have left. Never miss a deadline for a client again.
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Client invite links
Generate a secure 7-day invite link. Send it to your client. When they sign up or log in, their company appears in your practice dashboard automatically.
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Full client view
P&L snapshot, outstanding actions, VAT returns, bank reconciliation, journals, and the full year-end pack — all accessible from within a client's account.
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Pre-filing compliance check
Before any HMRC submission, Margin runs a pre-filing check — uncategorised transactions, missing VAT rates, unreconciled bank lines. You see it, the client sees it.
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Submission evidence receipts
Every HMRC submission — VAT, quarterly update, EOPS, Final Declaration — generates a printable receipt with the HMRC reference. Audit trail built in.