Easily Manage Non-Digitalised Clients for MTD and SA100
ApariPro works alongside Wolters Kluwer CCH iFirm MTD for Income Tax and CCH Personal Tax on-premise to give firms a practical way to collect, review and prepare client information without disrupting established compliance workflows.
Create clients in ApariPro
AI capture &
data preparation
Compliance workflow
Tax return submitted
Built for firms who need a simpler route to MTD compliance and more efficient SA100 preparation.
Why This Partnership Matters
MTD for Income Tax and SA100 Self Assessment create more client touchpoints, more data collection and more pressure on accounting teams.
For many firms, the challenge is not just submission. The challenge is getting complete, usable information from clients every quarter.
Many sole traders and landlords are not ready for full bookkeeping software. Some use spreadsheets, some use bank statements, some still use paper records.
ApariPro provides the simple client-facing workflow. CCH iFirm MTD for Income Tax supports quarterly MTD compliance, while CCH Personal Tax on-premise supports SA100 final return preparation and filing.
The Problem With Non-Digitalised Clients
When clients are not digitally enabled, firms are often left managing two difficult options: manual spreadsheets or bookkeeping software that is too complex for simpler clients.
Spreadsheet Users
- Information has to be chased every quarter
- Data often needs re-formatting and re-keying
- Bank statements, receipts and paper records sit outside the workflow
- Higher admin time, higher processing costs and greater risk of errors
Full Bookkeeping Software
- Too complex for many sole traders, landlords and simple clients
- Low adoption can lead to incomplete or inconsistent records
- Clients need more support, training and reminders
- Firms still have to correct, review and complete the data before submission
ApariPro provides the practical middle ground.
Clients can submit spreadsheets, bank data and supporting documents through a simple client-facing workflow, while accountants retain full review and control before information is used for CCH iFirm MTD quarterly updates or CCH Personal Tax on-premise SA100 final returns.
What Each Platform Does
ApariPro simplifies client data capture. CCH iFirm supports MTD quarterly compliance. CCH Personal Tax on-premise supports SA100 final return filing.
ApariPro
- Client-facing quarterly data capture
- Simple route for non-digitalised clients
- Income and expense collection
- Accountant review workflow
- Reduces chasing and re-keying
CCH iFirm MTD for Income Tax
- MTD quarterly compliance workflow
- Authorised agent submissions
- Firm-wide compliance management
- Quarterly reporting oversight
- Maintains MTD compliance control
CCH Personal Tax On-Premise
- SA100 Self Assessment workflow
- Final return review and completion
- HMRC online filing support
- Practice tax compliance process
- Final submission on-premise
Key Benefits
A simpler route for clients, and a clearer workflow for firms.
For Firms
- Reduce quarterly admin
- Improve client data quality
- Keep teams focused on review
- Maintain compliance control
- Scale MTD and SA100 readiness
For Clients
- Simple quarterly submission
- Less disruption
- Clearer guidance
- Confidence their accountant is overseeing submissions
For MTD & SA100 Readiness
- One route for mixed client bases
- Support for non-digital clients
- Reduced last-minute rework
- Cleaner quarterly and annual reporting cycle
Who This Is Best For
Ideal for firms managing clients who need a practical route to MTD and SA100 compliance without full bookkeeping software.
Sole traders
Landlords
Spreadsheet users
Paper record clients
Low digital confidence
High volume cycles
MTD Clients
Self Assessment clients
Download The Wolters Kluwer + ApariPro Brochure
See how ApariPro works alongside Wolters Kluwer CCH iFirm MTD for Income Tax and CCH Personal Tax on-premise, supporting firms with non-digitalised clients through quarterly reporting and SA100 Self Assessment.
Read our frequently asked questions
How does ApariPro work with CCH iFirm?
ApariPro provides the client-facing workflow for capturing and preparing quarterly income and expense information. CCH iFirm MTD for Income Tax supports the firm’s MTD compliance workflow, so accountants can retain control while using ApariPro to simplify data collection for non-digitalised clients.
How is the firm and client set up for MTD with HMRC?
The firm manages the MTD set-up process by ensuring the agent and client are connected to HMRC for MTD for Income Tax. ApariPro then supports the practical client workflow, helping firms collect the information needed for quarterly reporting before it is reviewed and managed through the CCH compliance process.
How are business sources set up and synced with HMRC?
Business sources, such as sole trade or property income, are set up as part of the MTD onboarding process. The workflow can support HMRC business source information, helping firms organise the correct sources before quarterly updates are prepared and reviewed.
What does the quarterly filing experience look like?
Clients provide their income and expense information through a simple ApariPro workflow. The accountant reviews the data, checks for gaps or adjustments, and then manages the quarterly update process through CCH iFirm MTD for Income Tax.
Do I have to file for each business source one by one?
Where a client has multiple business sources, each source needs to be reviewed and prepared correctly for MTD. ApariPro helps organise the client data by source so the accountant has a clearer workflow and can manage the filing process with greater consistency.
How do I connect bank feeds?
ApariPro can support digital data capture, including bank feed information where available, so firms can reduce manual entry and improve the quality of client records before review.
How do I manage client data that sits outside a bank feed?
Not every client has all their data in a bank feed. ApariPro is designed to help firms collect and structure information from other sources, including spreadsheets, statements, receipts and paper records, giving non-digitalised clients a simpler route to providing usable quarterly data.
Does ApariPro replace CCH iFirm or CCH Personal Tax on-premise?
No. ApariPro complements Wolters Kluwer CCH platforms. CCH iFirm supports MTD for Income Tax compliance workflows, while CCH Personal Tax on-premise supports SA100 Self Assessment preparation and filing.
See How ApariPro Works Alongside CCH iFirm and On-Premise SA100
Book a practical demonstration and see how your firm can manage non-digitalised clients for MTD for Income Tax and SA100 Self Assessment without adding unnecessary admin burden.