We built TaxBloc for our own companies. Now it’s for your clients.
TaxBloc is an Open Banking data service that gets UK accountants their clients’ bank transactions, ready for MTD, with one link. No client software. Nothing to chase.
No card needed. FCA-regulated Open Banking, via Plaid.
We paid £36 a month for Xero so our accountant could see our bank statements. Nothing else.
We run several companies between us, and we’re landlords too. Every year we pulled bank records together for each one and sent them to our accountant. It was slow and it was painful. Making Tax Digital was only going to make it worse.
So we built the fix: one link. All of our own companies now run on TaxBloc.
The team behind TaxBloc
Two founders, based in Moorgate, London. Call us, email us, or come and meet us.
Rahul Shah
Co-founder
Mortgage broker and property landlord. Knows first-hand what landlords go through at tax time.
Rahul on LinkedInVinay Parihar
Co-founder
Background in IT, product management and technology. Leads the product.
Vinay on LinkedInCall 020 7788 7952, email hello@taxbloc.ai, or ask us a question.
What TaxBloc does
One job: it gets your clients’ bank transactions to you, ready for MTD. Three steps, and 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. Nothing to download or learn.
You get one clean CSV
Every account, every bank, one 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.
Keeps your software
TaxBloc sits underneath Xero, Dext and the rest. You carry on working the way you do now.
Doesn’t file with HMRC
We collect the bank data. You file through whichever MTD software you already use.
Read-only
We see transactions. We cannot move money and never see bank logins.
Who uses TaxBloc
UK accountants getting clients ready for Making Tax Digital for Income Tax.
- Sole practitioners50 to 200 clients
- Small firms200 to 600 clients
- Their clientsLandlords and sole traders
Key facts
- Company
- TaxBloc
- Legal entity
- MortgageBloc Limited, company no. 12844126
- What it is
- Open Banking data service for accountants
- Core offering
- Clients’ bank transactions as one MTD-ready CSV, collected with one link
- Founders
- Rahul Shah and Vinay Parihar
- Based in
- Moorgate, London
- Regulation
- Open Banking via Plaid Financial Ltd, FCA-authorised (FRN 804718)
- Banks
- 60+ UK banks
- Getting started
- First 10 clients free, no card
- Contact
- hello@taxbloc.ai, 020 7788 7952
- Website
- taxbloc.ai
Questions about us
Who is behind TaxBloc?
Rahul Shah and Vinay Parihar, two founders based in London. We built it for our own companies first, and still use it for all of them.
Is it safe to share bank data with TaxBloc?
Connections run through Plaid, an FCA-authorised Open Banking provider. Access is read-only: we see transactions, cannot move money and never see bank logins.
We already use Xero. Why add TaxBloc?
Keep it. Xero works well when the client logs in and stays up to date. For the clients who don’t, TaxBloc gets their bank data with one link and you carry on in Xero.
Can landlords sign up directly?
No, TaxBloc works through accountants. If you’re a landlord, ask your accountant to send you a TaxBloc link.
Why do you check every practice by hand?
Because it’s bank data. We confirm each practice before it goes live, and send your sign-in link the same working day.