Run compliance workflows with AI support and accountant control.
Complyax helps UK accountancy, chartered accountancy and bookkeeping firms manage HMRC enquiries, VAT MTD reconciliation, compliance deadlines, client documents and management accounts from one connected platform.
The work is not the only pressure. The handoffs are.
Most firms are not short of tools. They are short of connected workflow.
HMRC letters land in inboxes where nobody has full visibility.
A notice should not become urgent because it was buried.
Client records arrive late, incomplete or across the wrong channels.
Email, WhatsApp and portals create fragmented admin.
VAT MTD review turns into manual matching under deadline pressure.
Process quality changes when every staff member works differently.
Spreadsheets show dates, not operational readiness.
Knowing the deadline is not the same as knowing the work is ready.
Five included modules. One optional add-on.
The core platform focuses on the compliance and client-workload pressure your firm already deals with every week.
HMRC Enquiry & Notice Reply AI
Turn HMRC letters into structured case workflows, with draft responses prepared for accountant review.
VAT MTD Reconciliation
Review VAT data, flag mismatches and keep a clearer evidence trail before deadlines bite.
Compliance Deadline Tracking
See what is due, who owns it and what is blocking completion across the firm.
Client Document Collection
Replace scattered chasing with structured requests, reminders and a clear view of missing records.
Management Accounts AI
Prepare commentary, variance notes and review-ready explanations for management accounts.
Client Chatbot
Built only for firms that want a white-label client assistant on their website or portal.
Five modules that understand the same workflow.
One connected flow from client records to VAT review, deadlines, HMRC response preparation and management reporting.
Records arrive
Client documents are collected through a structured workflow instead of scattered messages.
VAT is checked
Reconciliation issues are flagged and attached to the client file.
Deadline updates
The compliance view shows whether work is ready, blocked or waiting for review.
HMRC draft prepared
Relevant case context is organised before the accountant reviews the response.
Management view improves
Observations can feed into management reporting and internal review.
AI prepares. Accountants decide.
Complyax is built for accountant-controlled workflows, not reckless automation.
Every AI output requires accountant review.
Your firm checks and approves the work before it is used.
Nothing is submitted to HMRC automatically.
The platform prepares workflows and drafts. Your team stays in control.
Built around UK accountancy operations.
HMRC, VAT MTD, Companies House and client document workflows sit at the centre.
UK company. UK compliance context.
ICO Registered: ZC132439. Company No: 15071492. Registered in England and Wales.
Works with the stack your firm already uses.
Complyax connects directly with the systems UK accounting firms already rely on - without changing the way your team works.
Xero
Accounting data and VAT workflows.
QuickBooks
Client financials and records.
HMRC MTD API
VAT obligations and review flow.
Companies House
Company deadlines and tracking.
WhatsApp Business
Client chasing and reminders.
Simple pricing. No per-user fees.
One firm-wide subscription based on firm size and operational complexity.
Starter
- Up to 50 clients
- 2 staff accounts
- Compliance workflow suite
- Client document collection
- VAT MTD workflow
- Email support
Growth
- Up to 200 clients
- 10 staff accounts
- Full compliance operations suite
- HMRC enquiry workflows
- VAT reconciliation
- WhatsApp workflows
- Priority onboarding
Practice
- Up to 500 clients
- 20 staff accounts
- Full operational visibility
- Management accounts workflows
- Workflow automations
- Priority UK support
- Dedicated onboarding
Enterprise
- Multi-office workflows
- Custom operational mapping
- Advanced security review
- Custom integrations
- Optional client chatbot
- Workflow consultancy support
- Dedicated support
The client chatbot is optional and scoped separately. It is not included by default.
Speak to us about Complyax.
For UK accountancy, chartered accountancy and bookkeeping firms that want better control over HMRC enquiry work, VAT MTD reconciliation, compliance deadlines and client document collection.