Adsum | OpenTax

Automate Tax Management with OpenTax

Scale Securely, Save Time.

Streamline VAT, PAYE, and Corporation Tax management for your practice. Scale securely and focus on growing your practice with centralised client data.

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HMRC Data Sync

No more manual HMRC logins. OpenTax syncs VAT, PAYE, and Corporation Tax data for all your clients automatically.

Deadline Tracking

Automated alerts for filings, submissions, and payments across all clients, ensuring compliance.

Automated Reminders

Our client portal sends intelligent payment reminders, reducing your team’s follow-up workload.

Team Collaboration

Share up-to-date task data with colleagues and clients and assign tasks to track progress in real-time.

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Join Thousands of Accountants Already Using OpenTax

OpenTax is depended on by 1000+ practices. Don’t just take our word for it, see what our users are saying about us.

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1000+

Accounting and Bookkeeping Practices

100k

Client Tax Connections

David Howard

"OpenTax’s innovative solution brings together easy of use, visibility and added functionality to managing clients tax matters. It is what the HMRC Agent Gateway should have been!"

Chambers Accountants

"Using OpenTax we can see all of our VAT returns due each quarter in one place regardless of what software our client uses. For us it has become an essential control."

D&K Accounting Ltd

"Makes managing multiclients a breeze, definitely recommend if you want to be more proactive and help your clients to manage their liabilities this is the perfect solution."

PMA Accountants

"Adsum is great for keeping track of VAT, PAYE and CT liabilities and deadlines. I like being able to easily drill down into clients' liabilities. It's so much easier than going to the Gov Gateway."

Virtual Accounting Services

"The automated client notifications are a game-changer. Plus, having clear visibility into VAT and PAYE obligations saves me a ton of time answering client queries."

Built for Practices of All Sizes

Aggregate Tax Data

Manage all your clients with multi-agent account consolidation and real-time dashboards. OpenTax centralises tax data, making it easy to track, scale and manage across VAT, PAYE, and Corporation Tax.

Secure Data-Sharing

Risk-free way to share a read-only tax feed with internal and external teams. Granular permission settings to ensure team members only access specific clients, enhancing security.

Tax Management on Autopilot

Automate high-volume tasks to reduce busywork. Real-time configurable alerts for filings, payments, and delays. Intelligent payment reminders in the client portal ensure timely tax payments without manual follow-ups.

Collaboration Across Teams

One source of data for your whole team and seamless access for your clients. OpenTax provides transparency, allowing team members and clients to view real-time tax data and stay aligned.

Automate Your Daily Workflows

For Practice Growth

Real-time oversight of your entire client base. Assign tasks to team members and track progress in real-time. Demonstrate additional value to your clients with actionable data insights and identify timely revenue opportunities.

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For VAT Management

No more surprises. Proactively identify offsets or penalties as soon as they happen. Early notification of HMRC pre-credibility checks as soon as they occur.

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For PAYE Management

Tired of sifting through unallocated balances and spending precious time reconciling PAYE accounts? Make sure your clients PAYE references and payments are added correctly and get ahead of unexpected changes.

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For Corporation Tax Management

Get notified on every submission, payment and repayment across your client base. Access past balances, offsets and payment breakdowns with ease.

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Save as you grow

Join the Partner Programme

Pricing is calculated monthly per tax connection, per client. Start with a 30-day free trial to explore the platform before billing begins.

Bespoke pricing is available for connection counts over 1,500 – email us at:
opentax@adsum-works.com

ScaleYourPractice

Ready to Scale Your Practice?

Start your 30 day free trial today to discover how OpenTax can automate your tax management workflows. Embrace technology, increase practice efficiency and boost productivity.

Start Your Free Trial Book a Demo