You email it. They click, connect their bank account, and you get their transactions ready for MTD.You email it. They connect their bank. You get their transactions, ready for MTD.
No card needed. FCA-regulated Open Banking, via Plaid.
What your client has to do
With their own software 5 steps
- Gets a subscription
- Creates a login
- Connects their bank feeds
- Learns the software
- Keeps it up to date every quarter
…and you still chase them for statements.
With TaxBloc 1 step
- Clicks
one link
That’s it. You get one clean CSV.
Keep your software for the clients who use it well. TaxBloc is for the rest.
How it works
Three steps. Your client only does one of them.
You email a link
Add the client and send the link by email. That is the whole setup.
They connect their bank account
With their own bank, on their phone or computer. No download, nothing to learn, no bookkeeping.
You get one clean CSV
Every account, every bank, one standard layout. Ready for your MTD software, Excel, or any AI tool.
Try it as your client would.
Enter your email, get the link, and tap through the bank connection yourself. Then see the export that lands with you. No real bank, no account needed.
See the CSV before you sign up.
A year of transactions from one business account, exactly as TaxBloc exports them. Dummy data.
| Date | Description | Category | Amount | Balance |
|---|---|---|---|---|
| 01/09/2025 | INT'L 0265423511 SITEBUILDR.COM HTTPSSITEBU USD 39.93 @ 1.3104 Visa Rate | Business Expenses, Software and Subscriptions | -30.47 | 45,603.51 |
| 01/09/2025 | INT'L 4959310341 CLOUD PTELRL Dublin | Business Expenses, Software and Subscriptions | -157.51 | 45,446.00 |
| 02/09/2025 | A Carter Consulting | Business Expenses, Contractors | -500.00 | 44,946.00 |
| 03/09/2025 | OAKRIDGE HOLDINGS Loan | Transfer, Loan | 3,300.00 | 48,246.00 |
| 03/09/2025 | Northfield Dev Ltd | Business Expenses, Contractors | -600.00 | 47,646.00 |
| 04/09/2025 | Non-Sterling Transaction Fee | Bank Fees, Foreign Transaction | -2.78 | 47,643.22 |
506 transactions. The same columns for every client and every bank. Opens in Excel or imports as a bank statement.
Works with any AI tool.
The CSV has the same layout for every client and every bank. Drop it into Claude, ChatGPT, Copilot or Gemini to categorise, summarise or flag anything odd. A prompt that works once works every time.
Read the AI guide: which tool to use, and prompts you can copy →
Check your firm’s data policy before sharing client records with any AI tool.
Half of MTD taxpayers missed the first deadline.
The first quarterly update was due on 7 August 2026. HMRC’s own figures show how it went.
Filing was not the hard part. Clients were. AccountingWEB’s review of the first quarter found the work was getting clients onboarded and chasing them for data. That is the part TaxBloc removes.
The next quarterly update is due on 7 November. From April 2027 the threshold drops to £30,000 and penalty points begin.
Sources: HMRC figures as analysed by Azets, August 2026 (report). GOV.UK, 864,000 in scope and penalty rules. AccountingWEB, lessons from the first quarterly deadline.
Start free with 10 clients.
No card and no time limit. You only pick a paid plan if you go past 10 clients.
- FreeUp to 10 clients£0
- StarterUp to 20 clients£1,800/yror £150 a month
- PracticeUp to 100 clients£6,000/yror £600 a month
- CustomMore than 100 clients
Thanks . We’ve got it.
We’ll email your sign-in link to the same working day.
FCA-regulated Open Banking
Connections run through Plaid Financial Ltd (FRN 804718).
Read-only
We see transactions. We cannot move money and never see bank logins.
60+ UK banks
High street, challenger and business accounts.
Prefer to talk first? Call 020 7788 7952 or ask us a question.
Who we are
We are Rahul and Vinay. We run several companies between us. We were fed up with pulling bank records together for every one of them. So we built the fix: one link. All of our own companies now run on TaxBloc.
TaxBloc does one job: it gets your clients’ bank transactions to you, ready for MTD. They click a link and connect their bank. Nothing to install, nothing to learn, nothing to keep up to date.
Call us on 020 7788 7952, email hello@taxbloc.ai, or meet us. We’re based in Moorgate, London.
Questions accountants ask us
We already use Xero. Why add TaxBloc?
Keep it. Xero works well when the client logs in, keeps bank feeds connected and stays up to date. Plenty of sole traders and landlords never do, so you end up chasing statements. TaxBloc gets those clients’ bank data with one link, and you carry on working in Xero.
Does TaxBloc file with HMRC?
No. TaxBloc collects the bank data. You file through whichever MTD software you use now.
What does my client need?
A phone and their usual online banking. There is no app to download and nothing to learn.
What if my client banks with more than one bank?
They connect each one in the same sitting, and you get it all in one file. It still counts as one client.
How do I use the CSV?
Import it as a bank statement into whichever MTD software you keep that client’s records in, or open it in Excel. It also works in any AI tool, such as Claude, ChatGPT, Copilot or Gemini. The file has the same layout for every client and every bank.