Clients who arrive accountant-ready.
FlowFormTax sits before bookkeeping and accounting, turning income, expenses and records into organised, categorised and accountant-ready information throughout the year — ready to import into the workflow you already use.
The problem isn't bookkeeping — it's what arrives
Most small clients don't arrive with clean data. They arrive with a Stripe export, a folder of PDF receipts, a bank statement, and a January-night spreadsheet. Hours disappear into chasing missing information before any real accounting work can begin — work the client rarely values and rarely pays for at full rate.
Email, WhatsApp, glovebox, shoebox, screenshot folder. None of it dated or categorised.
Direct invoices, platform payouts, cash jobs, refunds — gross vs net rarely reconciled.
Clients pick categories at random. You re-categorise in software the client never opens.
Manual entry, follow-up emails, partial answers. The work that loses money on fixed-fee clients.
What FlowFormTax does — and what it deliberately doesn't
FlowFormTax is pre-accounting. It complements your practice and the bookkeeping software you already use. It is not a ledger, not a filing tool, and not a replacement for professional advice.
- • Captures income, expenses and receipts as they happen
- • Parses bank statements and suggests categories
- • Separates business from personal, with a business-use percent
- • Keeps records dated, digital and continuous (MTD-ready)
- • Exports a clean CSV by quarter or tax year for your workflow
- • Doesn't file returns to HMRC
- • Doesn't produce statutory accounts or final figures
- • Doesn't give tax or accounting advice
- • Doesn't replace Xero, QuickBooks, FreeAgent or your ledger
- • Doesn't sit between you and your client commercially
The boundary is deliberate. The accountant still owns the relationship, the advice and the filing. FlowFormTax just makes sure the data that lands on your desk is already clean.
Exports built around how you actually work
Each export is a single CSV per client per period — income and expense rows with date, category, counterparty, gross amount, VAT rate, business-use percent and a link back to the receipt where one exists. It opens in Excel, drops into Xero or QuickBooks via standard import, and matches the shape of UK self-assessment and MTD for Income Tax summaries.
Stable column headers. UTF-8. UK date format. No merged cells, no formula traps, no hidden sheets. The kind of file you'd want a junior to inherit.
How we complement your practice
FlowFormTax is built with accountant oversight in mind. Categories follow UK self-assessment conventions. Business-use splits are explicit. Bank-statement classifications are suggestions, not assertions — the client confirms, you have the final word. Nothing is auto-posted to a ledger.
The intended flow is simple: the client uses FlowFormTax day to day; you receive a clean export when you need it; you keep doing the accounting. We don't insert ourselves into the client relationship and we don't compete with the work you do.
Working with accountants and bookkeepers
We're in early access. If you advise sole traders or microbusinesses and want to see whether FlowFormTax fits before your bookkeeping workflow, we'd value the conversation. There is no partner programme, commission structure, white-label or firm dashboard at this stage — just a chance to feed back on what would make this useful in your practice.