MTD-compliant accounting software · for firms and the businesses they serve

Accounting software, built around a Smart Inbox.

One workspace for the whole accounting job — Smart Inbox, invoicing and automated payments, bank feeds, MTD VAT and MTD ITSA, Self Assessment and full accounts production. Captured, classified, reviewed, paid, filed.

Cohort 1 (pilot) opens the day HMRC grant production credentials. Limited firm seats; waitlist order is the queue order.

  • MTD VAT & MTD ITSA — sandbox-tested
  • Automated payments by Adfin
  • Open banking feeds (coming soon)

Built by the operators behind RR Accountants — a chartered UK practice — for MTD ITSA and MTD VAT. Payments by Adfin. Inside the Rajoka portfolio.

MTD readyBuilt on HMRC's Making Tax Digital APIs
Plays with
  • Xero
  • QuickBooks
  • Sage
  • FreeAgent
  • Stripe
  • WhatsApp
  • Gmail
Direct answer

What is SmartBooks?

SmartBooks is UK MTD accounting software for accountancy practices, bookkeeping firms and growing businesses. It brings document intake, Smart Inbox review, invoicing, automated payments, bank feeds, MTD VAT, MTD ITSA, Self Assessment and accounts production into one web workspace. The product is built around a Smart Inbox: clients send receipts and invoices by email, WhatsApp, mobile photo, scan or upload; SmartBooks classifies the document, extracts key fields, shows confidence levels and routes exceptions for human review. Firms keep approval control before anything is filed with HMRC. SmartBooks is part of Rajoka Limited and is built with the operators behind RR Accountants, a UK chartered accountancy practice. The current 2026 release is pre-launch, with early-access pilot seats opening as HMRC production credentials and firm cohort onboarding are completed.

Reviewed June 2026 by the SmartBooks product team.

The differentiator

One inbox. Every source. Every document.

Every business has different habits — some forward emails, some send WhatsApp photos, some scan in batches. SmartBooks gives each one a personal address across every channel, and a single organised inbox on the firm side.

  • Document type, supplier, date, net, VAT — extracted automatically.
  • Confidence shown on every field. Override anywhere.
  • Missing-info requests bundled into one clean message per client.
What SmartBooks does

Everything a UK accounting practice needs, in one place.

One organised inbox up front. Invoicing and automated payments through our partner Adfin. Bank feeds via open banking. MTD VAT, MTD ITSA, Self Assessment and full accounts production behind it — all the way through to HMRC.

For accountancy and bookkeeping firms

Run more clients with the same team.

Standardise intake. Issue invoices and collect payments through Adfin. File MTD VAT, MTD ITSA, Self Assessment and full statutory accounts from a single workspace — without losing the bookkeeper-in-the-loop.

  • Smart Inbox + invoicing + payments across every client
  • MTD VAT and MTD ITSA filed through HMRC’s APIs
  • FRS 102 1A and FRS 105 accounts production built in
See it for firms
For businesses and finance teams

Stop losing receipts. Send anything, anywhere.

One inbox for everyone’s expenses. Issue invoices and get paid automatically via direct debit and open banking, through Adfin. Real visibility before month-end. MTD VAT and MTD ITSA filed without chasing a single bookkeeper.

  • Send invoices, get paid automatically by Adfin
  • Bank feeds via open banking (coming soon)
  • A clean dashboard your accountant sees in real time
See it for businesses
HMRC recognition status

Sandbox-tested for MTD VAT and MTD ITSA.

SmartBooks has completed HMRC’s sandbox testing for MTD VAT and MTD ITSA, and our production API credentials are with HMRC for review. Until they are granted, no live filing is sent. We update the recognition status on this page the day it changes — no ambiguity.

See current status on /security →

  • MTD VAT — sandbox-testedQuarterly returns through HMRC’s VAT API
  • MTD ITSA — sandbox-testedQuarterly updates · EOPS · final declaration
  • Production credentialsApplied for · awaiting HMRC review
  • Bookkeeper-in-the-loopNo submission without explicit approval
Targets

Built to halve the time month-end and MTD take.

These are the numbers SmartBooks is calibrated against. Pilots are running through 2026; the live product publishes its actual metrics on the changelog quarterly.

Automation guardrail

Bookkeeper in the loop, always.

SmartBooks supports document intake, classification, review and MTD filing workflows. Final accounting treatment and submission decisions remain with the responsible person or firm. The system shows confidence on every extracted value, surfaces every exception, and never submits anything to HMRC without explicit approval.

Capture · Classify · Review · Submit

Be first to a calmer MTD year.

SmartBooks is in pre-launch pilots through 2026. Join the waitlist for early access — we email when a slot opens for your firm size or business type.

Running a firm? Book a 15-minute demo.

No spam. One email when early access opens. Prefer WhatsApp? Message us.

Book a 15-minute demo

For firms running 30+ clients.

We’ll show the inbox, the classification, the review queue and the MTD submission — using a sample workspace tailored to your client volume. 15 minutes. No slides. Just the product.

Open the demo request

We reply within one working day. A named person from the SmartBooks team.