Your client list, their deadlines, one dashboard.
Stop chasing client updates across email and spreadsheets. TaxLi Practice shows every client's return status and deadline in one view, and files to HMRC under your own agent credentials — not a generic one-size-fits-all signup form.
Multi-Client Management
Manage all your Self Assessment clients from one central practice view.
Live Return Tracking
Real-time deadline and progress status for every client, no chasing by email.
HMRC Agent Filing
Submit on behalf of clients using your own HMRC agent credentials.
Practice Team Roles
Assign senior accountants and staff to the right client accounts.
Free to create a practice account — from £39 per client per tax year, less as you grow.
Smith & Partners Tax Accountants
TaxLi Practice Workspace · 2025–26
Client Return Statuses
3 Deadlines UpcomingSimple per-client pricing that gets cheaper as you grow
Billed once per client per tax year — no monthly subscription to manage.
per client / tax year
Multi-client practice control panel to manage, review, and file Self Assessment returns for clients.
- Centralized multi-client dashboard
- Client invite & document collection
- Staff team roles & permissions
- HMRC Agent (ARN) submission rail
- Dedicated practice support manager
What practices ask before switching
Do I need my clients to sign up individually?
No. You invite clients into your practice from the dashboard — they don't need to set anything up themselves, and you keep full visibility over every return.
Does TaxLi Practice use my own HMRC agent credentials?
Yes. Filing runs through your firm's own HMRC agent relationship, so client submissions go out under your authority, not TaxLi's.
How is Practice pricing worked out?
It's a published per-client rate that steps down automatically as your active client count grows — no quote needed, no monthly subscription. You're billed once per client per tax year, the same way TaxLi's other tiers work.