Ready for MTD?

Getting ready for Making Tax Digital for Income Tax (MTD IT) doesn’t need to mean weeks of back-to-back vendor meetings. We’re so excited to host this upcoming webinar, where you’ll get to see Dext, FreeAgent, Sage, Xero, Intuit and Hammock showcase their MTD-ready capabilities live, back-to-back, and all in one place.

We’ll cover all the key questions about data capture, digital links, client onboarding, quarterly updates, bridging vs native, pricing, and support so you can compare like-for-like and decide what fits your clients, your workflows, and your budget. After the session you’ll be able to share the findings with partners and clients and move forward with confidence.

Who should attend: Accountants, bookkeepers, and finance leads preparing clients for MTD IT who want to save time, reduce risk, and choose tools with clarity.

Key takeaways:

✅ Side-by-side understanding: How Dext, FreeAgent, Sage, Xero, Intuit and Hammock approach MTD IT from data capture to submission.

✅ Workflow clarity: What changes (and what doesn’t) in client onboarding, quarterly updates, and year-end.

✅ Integration insights: How each solution plays with the rest of your stack (bridging, bank feeds, document capture, practice tools).

✅ Cost & scalability: Licensing models, client rollout options, and how to avoid hidden effort.

✅ Implementation roadmap: Practical next steps to get clients ready on time with fewer hiccups.

Benefits of joining:

✅ Everything in one session: Save hours of chasing demos and repeat questions compare the big six live.

✅ Independent: We’ll put the same questions to each vendor for a fair comparison.

✅ Actionable, not theoretical: Real screens, real workflows, practical tips you can use immediately.

✅ De-risk your choice: Understand strengths, limitations, and ideal use-cases before you commit.

Reserve your seat → Compare the leading MTD for Income Tax solutions live and leave with insights to help you decide.

Book your place >

Speakers:

Will Farnell — Co-Founder, App Advisory Plus
Founder of one of the world’s first fully cloud firms, TC Farnell Clarke and author of The Digital Firm and The Human Firm (Sage, 2023), Will is a respected speaker and mentor to accounting firms globally. He’ll frame the session with a practical lens on what actually drives adoption, change management, and ROI from your MTD stack.

Paul Lodder — VP, Product Strategy & Accounting Expertise, Dext
An ACCA-qualified former partner who led MTD and digital strategy at Sagars, Paul brings 20+ years in practice to the product table. Expect pragmatic guidance from a recognised leading expert on the implementation and benefits of digitalisation.

Chris Downing — Director for Accountants & Bookkeepers, Sage
Ex-top-100 firm partner turned product leader, Chris blends nearly two decades of hands-on practice experience with a sharp view of AI and automation. Chris brings an inspiring passion for adopting technology and the practical application of AI to improve reporting, drive innovation, and help practices succeed with initiatives like Making Tax Digital.

Anthony Levene — Senior Consultant, Intuit
Anthony’s 20+ year QuickBooks journey began running his own record shop, then as a qualified bookkeeper and practice owner. Over the last decade at Intuit he’s worked across Service Delivery and Customer Success. Today he brings that 360° perspective to help accountant partners design practical, scalable workflows that deliver real outcomes.

Daniel (Dan) Marshall — Digital Transformation Consultant, Xero
With time on both sides—practice and product—Dan helps partners unlock Xero’s tools to simplify compliance and modernise processes. He specialises in bridging the gap between compliance and innovation, turning complex MTD steps into clear, repeatable workflows.

Matthew (Matt) Perkins — Head of Strategic Operations, Hammock
Fifteen years shaping category-defining products across FreeAgent, Dext, and Sage, Matt now leads partnerships and customer success at Hammock. He’ll dive into how to deliver MTD compliance across property portfolios with minimal friction.

Stu McEwan — Staff Product Manager, FreeAgent
A former small-business owner-turned-accountant, Stu blends tax expertise with product craft. He leads FreeAgent’s practice functionality and integrations, and will showcase how to align product capability with real practice needs—so quarterlies and year-end run smoother.