✦ No bookkeeping required

Your bank data,
clean and ready
in seconds.

Export a standardised CSV from all your UK bank accounts — no setup, no accountant needed, no fuss. Perfect for Self Assessment and year-end.

Get Free Export → How it works

First export free · Pro plan £50/year · No card required

How it works

Three steps. That's it.

No software to learn, no data to enter manually.

1

Connect your bank

Securely link your UK bank accounts using FCA-regulated Open Banking. Read-only — we never touch your money.

2

We generate your CSV

TaxBloc cleans, formats, and compiles all your transactions into one tidy, standardised file.

3

Use it anywhere

Send it straight to your accountant, upload to your software, or file your own Self Assessment.

Supported banks

60+ UK banks covered.

If you bank in the UK, we almost certainly support it.

HSBC Barclays Lloyds NatWest Starling Monzo Revolut Santander Halifax Metro Bank + 50 more

How we compare

The simplest way to get
financial data for tax.

Traditional accounting software requires you to run it year-round. TaxBloc just exports.

Feature	TaxBloc	Xero	QuickBooks	Sage	FreeAgent
No setup required	✓	✗	✗	✗	✗
No learning required	✓	✗	✗	✗	✗
Simple CSV export	✓	✓	✓	✓	✓
Manual bookkeeping required	✗	✓	✓	✓	✓
Typical annual cost	£50/year	£192–£780	£120–£1,080	£168–£708	~£228

Features

Everything you need. Nothing you don't.

Built for business owners who just want their tax sorted.

🏦

All accounts in one file

No more logging in to five different bank apps. Every account, one clean CSV.

📊

Running balances included

Instantly spot cash flow gaps or reconcile figures without extra calculation.

📁

Accountant-ready format

Standardised layout — just forward the file. No edits required.

🔒

Secure & private

Read-only Open Banking access. We never store credentials or transaction data.

Pricing

Simple, honest pricing.

Start free. No commitments.

Free

First CSV export, no card required.

1 CSV export
All connected accounts
Instant delivery

Get Started Free

Pro Plan

£50/year

50 CSV exports per year.

50 CSV exports/year
All UK banks supported
No bookkeeping needed
Accountant-ready format

Get Started

✦ Built for accounting practices

Stop chasing
bank statements.
Get one clean file.

Your clients connect their UK bank accounts once. You receive a standardised, import-ready CSV. No PDFs, no screenshots, no reformatting.

Get Practice Access → How it works

Practice pricing available · FCA-regulated Open Banking · HMRC-ready output

How it works

Your client does one thing.
You get everything.

Works alongside your existing software — Xero, QuickBooks, or your own templates.

1

Send your client a link

Forward a TaxBloc link to your client. They connect their UK bank accounts in under two minutes. No app to download, no setup.

2

TaxBloc does the work

We pull, clean, and standardise all transactions from every connected account into one consistent file.

3

You receive a clean CSV

One file. Consistent format. Running balances included. Ready to import — no editing required.

Why practices use TaxBloc

The four things that
slow you down. Solved.

📨

No more chasing clients

One link replaces weeks of back-and-forth. Your client connects once — you get everything, instantly.

🔄

No reformatting

Every file arrives in the same standardised layout, regardless of which bank your client uses. Drop it straight into your workflow.

📋

HMRC-ready evidence

Time-stamped, sourced directly from FCA-regulated Open Banking. Clean evidence for Self Assessment, year-end, and any HMRC enquiry.

🔍

Gaps are obvious

Running balances and date-ordered transactions make missing data, unusual activity, or account discrepancies easy to spot at a glance.

How we compare

Better than every alternative
you're currently using.

See how TaxBloc compares to the ways practices currently receive bank data from clients.

Feature	TaxBloc	PDF Statements	Client Screenshots	Bank CSV Export	Xero / QB Feed
Clean, standardised format	✓	✗	✗	✗	✓
No manual reformatting	✓	✗	✗	✗	✓
No client software setup	✓	✓	✓	✓	✗
All UK banks covered	✓	✓	✓	✓	✗
All accounts in one file	✓	✗	✗	✗	✗
Running balances included	✓	✗	✗	✗	✗
HMRC-ready audit trail	✓	✗	✗	✗	✗
Cost per client per year	£50 (or less with practice pricing)	Free	Free	Free	£120–£780

Practice pricing

The more clients you bring,
the less you pay per client.

Simple annual plans for practices of all sizes. All plans include the full feature set — no upsells.

Starter

Up to 10 clients

£350/year

£35 per client

Save 30% vs per-client pricing

10 client accounts
Unlimited exports per client
All UK banks supported
Standardised CSV format

Get Started

Help your clients send
you the right data.

Share a simple explainer with your clients so they know exactly what to do. One link, two minutes — and you get a clean file.

1 Client receives your link

2 Connects bank via Open Banking

3 CSV is emailed to you directly

Request Client Guide →

Common questions

What practices ask us.

Is the data HMRC-compliant?

Yes. Data is sourced directly from banks via FCA-regulated Open Banking and is time-stamped. It meets HMRC's requirements for bank evidence in Self Assessment and business accounts.

What format does the CSV come in?

A standardised layout with date, description, debit, credit, and running balance columns — consistent across all banks. It drops directly into Xero, QuickBooks, Sage, or any spreadsheet.

Can I manage multiple clients under one login?

Yes. Practice accounts let you manage all your clients from a single dashboard, with each client's data kept separate.

Does my client need to do anything after the first time?

No. Once connected, you can request a fresh export at any time without the client needing to do anything further — unless their bank requires re-authorisation.

Which banks are supported?

60+ UK banks including HSBC, Barclays, Lloyds, NatWest, Starling, Monzo, Revolut, Santander, and more. If your client banks in the UK, we almost certainly cover it.

Is client data stored by TaxBloc?

No. We use read-only Open Banking access and do not store your clients' credentials or transaction data. The CSV is generated and delivered — we hold nothing.

Ready to save hours at year-end?

Get in touch to set up a practice account and discuss which plan fits your client base.

Get Practice Access →

✦ For organisations at scale

Clear, usable bank
transaction data.

TaxBloc enables secure, centralised access to standardised bank transaction data. We work alongside your existing systems. Everything is read-only.

Start a Pilot →

No long-term commitment · Small pilot to start · No disruption

Our approach

We start by understanding
your workflow.

We take a partnership approach — not a one-size-fits-all product.

1

Discovery

We understand how your data is structured, where the pain points are, and what outputs you actually need.

2

Bespoke build

We build a tailored solution — custom templates, reports, or exports — that fits your existing workflows.

3

Pilot & scale

Start small. Test the output. Confirm value before committing. Then scale on your terms.

Who uses TaxBloc

Built for organisations that
need reliable data fast.

⚖️

Insolvency Practitioners

Understand cash positions quickly and produce time-stamped evidence for court or creditor files.

📊

Asset & Wealth Managers

Check cash balances, fees, and client money across multiple accounts at a glance.

🏛

Accounting Practices

Reduce manual bank data work across your client base and improve audit file quality.

🏦

Specialist Lenders

Review borrower bank data for underwriting decisions and ongoing portfolio monitoring.

🏢

Enterprise Landlords

Verify rent payments, reconcile receipts across multiple accounts, and evidence payment history.

💼

CFO & Finance Teams

Get an independent view of cash using bespoke templates and reporting outputs.

Why TaxBloc

Five reasons organisations
choose us.

🔗

Independent

Works alongside your systems without owning the data.

📌

Evidence-based

Time-stamped, exportable outputs built for scrutiny.

🔒

Read-only

Low operational and regulatory risk at every stage.

🧾

Built for scrutiny

Audit, regulator, court, board — the data holds up.

💬

Easy to explain

No black boxes. Clean outputs that stakeholders understand.

🚀

Fast to start

Small pilot. No disruption. Results before commitment.

Start with a small pilot.

No disruption. No long-term commitment. Test the data, review the outputs, confirm value — then decide.

Contact Us to Get Started

Your bank data,clean and readyin seconds.