Getting started with TaxBloc

v0.17 Last updated 13 May 2026 · 5 min read

TaxBloc gets you from "I need 12 months of bank data for this client" to a categorised CSV in three steps. This walkthrough takes ~5 minutes and ends with a real export landing in your downloads folder.

What you'll need: a TaxBloc practice account, your client's email address, and (for limited companies) their Companies House number — though we can look it up by name.

Take the Quick start guide tour

The first time you sign in, a Quick start guide popup walks you through the four things to do up front, with a screenshot of each step. Click Next to advance, Back to revisit, or any of the dots to jump to a specific slide.

The first slide of the Quick start guide takes you here — Settings → Profile, where you set your practice name, logo and email signature.

The four slides are:

Set up your profile — practice name, logo, email signature (Settings → Profile).
Import your client list — bulk-upload a CSV; auto-validated against Companies House.
Send a consent request — the email link your client uses to connect their bank.
Download your first export — categorised CSV ready for HMRC, plus direct push to Xero / QuickBooks / FreeAgent / Sage (coming Q3 2026).

Hit Got it on the last slide and the popup is dismissed for good. You can re-open it any time from the Quick start link in the sidebar footer, alongside Help and your user card.

1. Sign in to your practice

Open app.taxbloc.ai and sign in with the email you used to register. Don't have an account yet? Sign up at taxbloc.ai/signup — Starter is £1,800/year for up to 20 clients, Practice is £6,000/year for up to 100. Cancel any time.

The TaxBloc sign-in screen. Magic-link authentication — no password to remember.

2. Land on the Overview

The Overview shows your headline numbers — clients connected, consent requests in flight, exports completed this month, and anything that needs attention.

TaxBloc Overview dashboard — The Overview is your home base. The "Recent activity" feed surfaces stalled invitations and completed exports.

3. Send your first consent request

Click + Create request in the top-right corner. The request form asks for four things:

Client email — where the consent invitation will land. Make sure it's the person who actually has online banking access.
Export type — pick the entity classification (Limited Company, LLP, Sole trader, etc). For Companies-House-registered entities, a live lookup will appear.
Date range — the year-end on Companies House drives smart presets like "Last full financial year" and "Current quarter". Pick the one that matches the work you're doing.
Personal note (optional) — a one-line note from you. Clients are 3× more likely to connect when the email sounds like it's from you, not a platform.

The Create request modal. The Companies House lookup auto-fills year-end and filing status.

Hit Send request. Your client will receive an email with a one-tap consent link that expires in 7 days.

4. Wait for consent (usually under 2 minutes)

The client clicks the link, picks their bank, authenticates, and confirms — that's it. You'll see the request flip from Awaiting consent to Connected in your Requests page, and an export will be queued automatically for the date range you picked.

If the client doesn't respond within 48 hours, TaxBloc auto-sends a reminder. After 7 days the link expires — see Reminders & expiry for how to resend.

5. Download the CSV

Once the export completes, you'll get an email and the request will appear under Recent exports on the Overview. Click the row to download a categorised CSV ready for your bookkeeping tool or HMRC submission.

What to do next

Add the rest of your clients — one at a time or via CSV bulk import.
Learn the date-range presets — they save real time once you have 20+ clients.
Re-running an export — re-pull a CSV any time consent is still active.