FiledRight reviews messy client notes, expense lists and property/self-employment records to flag risky claims, missing evidence, unclear tax treatment and client follow-up questions before quarterly updates or year-end filing.
Built for UK accountants. Works alongside Xero, Sage, FreeAgent, QuickBooks and spreadsheets. A pre-submission review layer — not bookkeeping software. Does not replace professional judgement.
What was a once-a-year scramble becomes four times a year. The same messy notes, the same unclear expense treatment, the same missing receipts — but now the deadline arrives every quarter.
Spreadsheet plus carrier bag. Trade and rental mixed together. A list of expenses without context. "Did you mean a kitchen replacement or an upgrade?" is a question you ask after digging through invoices, not before.
Xero, Sage, FreeAgent and QuickBooks track what the client tells them. They don't flag that mortgage interest has been deducted from rental profit, or that a "repair" cost £8,900. The risk-spotting still happens in someone's head.
Capital vs revenue. Wholly and exclusively. Apportionment evidence. RDIR. Spotting these takes pattern recognition juniors haven't built yet — and partners can't review every file from scratch.
A 30-second read of a structured risk summary tells you whether to dig in or sign off. Reading raw bookkeeping for the same answer takes 20 minutes per client. Multiply by your book.
Different staff produce different review notes. Different review notes mean inconsistent client follow-ups, inconsistent quality, and a trail that's hard to defend if something goes wrong. Structured outputs help.
Export, paste or upload messy client information. FiledRight extracts the facts, checks common UK tax-risk areas, and produces accountant-ready review notes.
Messy client notes, expense lists, property records, self-employment records, bank exports, or a free-text description. FiledRight is designed for inputs that aren't tidy yet — that's the point of having a review layer.
Income and expenses are separated by source (self-employment / property / mixed) and classified by category. The output is structured before any judgement is applied — so you can see what the model has understood from the input.
Each line is run against UK-focused review checklists for sole trader and landlord clients. Items are flagged red (likely disallowable or wrong treatment), amber (unclear or needs evidence), or green (looks straightforward) — with the reason and HMRC reference where applicable.
You get a review pack: top filing risks, expense treatment table, missing evidence list, and a ready-to-send list of client follow-up questions. You edit, confirm or override anything — final judgement stays with you. Then submission goes through your existing MTD software.
Every review produces the same shape of output, so partners and junior staff are looking at the same thing every time.
The riskiest items first, each one labelled with severity, the reason it's been flagged, and a relevant UK tax reference where one applies. Designed to be read in under a minute.
A line-by-line table showing each expense, the provisional treatment, the state (confirmed / provisional / not finalisable), and the evidence still needed. The unclear column is where the work is.
Not "more evidence needed" but "kitchen invoice itemising units / appliances / labour" or "business-use percentage basis for mobile". Specific enough that the client follow-up writes itself.
"Was the kitchen like-for-like or an upgrade?" "Was the laptop used personally?" "Was the family member actually paid and was the rate commercial?" The questions are pre-written from the file — copy, edit, send.
Qualifying income calculation, mandation date, current record-keeping state, and the specific gaps blocking compliant MTD submission. Per client, with the action required.
Some flags are advisory. Others — wrong finance cost treatment, undocumented capital improvement claimed as repair, family wages without evidence — are hard stops with a clear "do not file" marker. The reviewer can override; nothing is filed automatically.
Six common situations where a structured review layer saves real time.
Mortgage interest, repairs vs improvement, RDIR, agent fees, joint ownership. Common landlord errors spotted before they reach the return.
Motor, home office, phone, mixed-use, family wages, training, entertainment. The recurring trouble areas, flagged consistently.
A quick review pass before each quarterly submission. Catches issues while they're still cheap to fix — not at year end.
Turns the review into the email. Specific, file-grounded questions — not generic "please send more evidence" requests.
Juniors run the first pass and use the structured output to learn the patterns. Partners review the structured output, not the raw file.
Run a scan a few weeks before year-end so capital vs revenue questions, missing receipts and family-wage evidence can still be addressed.
Two client types, twenty common review checkpoints. The UK-focused checklists FiledRight runs against every file.
Where individual residential landlords most often need a second look — finance costs, capital vs revenue, evidence.
The recurring grey areas — apportionment, capital vs revenue, wholly and exclusively, evidence.
Different jobs. Use both.
Xero, Sage, FreeAgent and QuickBooks are excellent for bookkeeping, digital records and MTD workflows. FiledRight is different. It sits on top as a tax-risk review layer, helping accountants assess whether the information being reported looks risky, incomplete or unclear.
FiledRight does not replace accounting software. It runs alongside it.
A messy mixed sole trader and landlord client — flagged, classified and ready for accountant review. The risks come first; the follow-up questions write themselves.
1. Was the new kitchen a like-for-like replacement of an existing functional kitchen, or did it materially improve / upgrade the property? Please send the contractor invoice and before/after photos.
2. Was the laptop used for any personal activities (general web browsing, family use)? If so, please confirm the business-use percentage and how it was estimated.
3. For payments to your sister — what specific work did she do, how was the £2,400 rate set, and can you send the bank transfer records?
4. Was the design course updating skills you already use in your current freelance work, or did it teach you something new you weren't previously doing?
5. Is any part of the let property used by you personally at any point in the tax year?
A review layer is only useful if it's honest about what it knows and what it doesn't. FiledRight is built around that.
Every output is for accountant review. Nothing is filed automatically. The professional user remains responsible for final judgement on every line.
Items the model can't confidently classify are flagged as "unclear" or "not finalisable" with the specific reason — rather than being given a confident-sounding but unreliable answer.
Each flag carries a state — confirmed, provisional or not finalisable — so the reviewer can prioritise their time on the items that actually need a judgement.
Specific evidence gaps are surfaced as a checklist — not buried in prose. The follow-up email writes itself from this list.
Review rules are UK-focused checklists for sole trader and landlord clients, maintained and verified — not real-time scraping of HMRC content. Reviewers should still confirm against current guidance.
FiledRight produces structured review aid. It does not replace your professional judgement, your engagement letter, or your responsibility for the file.
Three plans for solo practitioners, small firms and growing practices. Founding accountant access at £39/month while early-access is open.
Direct answers — no hedging.
No. FiledRight is a review layer that works alongside your existing accounting software. Bookkeeping, digital records and submission stay in Xero, Sage, FreeAgent or QuickBooks — FiledRight reviews the information before it goes out.
No, not currently. FiledRight helps accountants review information before submission. The submission itself happens through your existing MTD-compatible software.
FiledRight produces AI-assisted review notes and risk flags for accountants. It's a structured review aid — not final tax advice. Final judgement remains with the professional user on every file.
UK accountants and bookkeepers handling sole trader and landlord clients — particularly under Making Tax Digital. Sole practitioners, small firms and growing practices.
MTD increases the frequency of digital record updates from annual to quarterly. That makes quick, structured review and issue-spotting more important — there's less time between submissions to untangle messy records.
No. FiledRight uses UK-focused tax review checklists and rules that are maintained and verified, rather than relying on live scraping. We recommend reviewers verify treatment against current HMRC guidance before filing — and we'll keep the checklists updated as guidance changes.
Yes — that's the design intent. FiledRight is built to extract key facts from messy expense lists, accountant notes, plain-text descriptions and partial records. Clean inputs aren't required.
Accountants control which reviews are saved. Saved reviews are stored against the signed-in account; reviews that aren't saved aren't retained beyond the session. AI calls are routed through a backend so model API keys never sit in the browser.
This is an early-access product — for the avoidance of doubt, use sample data only until your firm has reviewed our data-processing arrangements.
A pre-submission review layer for UK accountants handling sole trader and landlord clients. Flags the risks, lists the missing evidence, and writes the client follow-ups — before quarterly updates or year-end filing.
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Early-access demo: use sample data only until your privacy policy, terms, and data-processing setup are finalised.