OpenTax Launches Self Assessment Tracking

A Central Hub for Tax Oversight

Adsum’s OpenTax dashboard is raising the bar for client management in UK tax accounting. The introduction of self assessment tracking turns OpenTax into a powerful platform for firms juggling multiple client submissions and payments. By integrating real-time data directly from HMRC’s agent services, OpenTax gives accounting professionals a consolidated, accurate, and timely view of client obligations and activities.

Real-Time Insights for Self Assessment

OpenTax’s latest enhancement lets users track self assessment data with precision. Once linked to the HMRC Online Service Agent Account, the system automatically syncs information and provides a sophisticated dashboard with details such as:

• Client identity and overview
• Filing and payment deadlines
• Amounts due or refunded
• Outstanding balances
• Interest calculations and penalties

The platform now accommodates data from VAT, corporation tax, PAYE, and self assessment, providing a true single-pane view of all core tax information.

Enhanced Security and Usability

Logins are streamlined with single sign-on functionality, supporting Microsoft, Google, or Xero accounts and two-factor authentication. Within OpenTax, users can easily filter and drill down into historical self assessment details, track payment plans, direct debit setups, and discern the precise status of every submission or payment.

Features That Boost Productivity

OpenTax delivers distinct workflow improvements, including:
• Automated alerts for key deadlines and submissions
• Scheduling payment reminders through the client portal
• Real-time notifications highlighting status changes
• Easy task assignment and shared progress tracking
• Customizable client dashboards for sharing relevant data

Whether practices are managing a handful of small businesses or larger, complex portfolios, OpenTax’s scalable pricing (per client connection, with unlimited users) is designed for growth. For nuanced pricing details, visiting the OpenTax official site is recommended.

Supporting Accountants Through Change

Max Addison, head of growth at Adsum Technologies, highlights that self assessment tracking addresses firms’ top request. As Addison states, "Our aim is to reduce friction, increase oversight, and help firms scale tax operations without scaling admin." Accounting teams often grapple with fragmented HMRC logins and scattered data. OpenTax addresses this, enabling professionals to avoid missed deadlines and take a proactive approach with their clients.

Addison further notes: "Expanding platform visibility lets firms automate repetitive tasks, identify risk sooner, and make better decisions, faster."

Moving Towards Greater Digital Integration

With MTD for Income Tax slated to transform the landscape, features like automated self assessment tracking will become essential across agent software. OpenTax sets a new standard that others may be compelled to follow as open APIs become more widely available for tax data integrations.

Next Steps

• Explore OpenTax’s full capabilities at [adsum-works.com](http://www.adsum-works.com/)
• Set up a demo to evaluate the platform for your firm
• Stay updated on digital tax changes and solutions by subscribing to industry newsletters

Take proactive control of your clients’ tax affairs by adopting comprehensive dashboard solutions like OpenTax.