Setting Up MTD for Your Practice
- Plan Your Rollout
- Identify which clients qualify for which year
- Decide if offering Quarterly Filing, Final Declaration, or both
- Determine fee structures before enabling services
- Configure Settings First
- Enable MTD services in Account Settings
- Set up email templates
- Configure automation settings
- Create workflow templates
- Set default staff allocations
- Segment Clients in Phases
- Use bulk edit to set qualifying years
- Start with 2026/27 clients (highest income)
- Work through each qualifying year group
- Apply fee structures systematically
- Test with Sample Clients
- Enable services on 2-3 test clients
- Verify tasks generate correctly
- Test automated emails
- Confirm workflow templates apply
- Train staff on actual examples
- Communicate with Clients
- Send MTD information emails early
- Explain qualifying years and requirements
- Update letters of engagement
- Set expectations for quarterly vs annual filing