Getting started
Set up your practice, connect your first client, and run your first export.
1 articleManaging clients
Add clients one at a time or bulk-import from CSV with Companies House auto-fill.
1 articleSending consent requests
Pick the right entity type, date range and presets for MTD ITSA, VAT or annual accounts.
1 articleViewing exports
Find past exports, re-download CSVs, and re-run the last export for a client.
1 articleReminders & expiry
Resend stalled invitations, understand the 7-day expiry, and chase non-responders.
1 articleWhat's new
Release notes for each TaxBloc update — features, fixes and changes.
v0.17 · 13 May 2026Popular articles
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