Extract structured data from any client document — invoices, receipts, bank statements, handwritten notes — and push it directly into Xero, QuickBooks, or Sage. MTD-ready in seconds, not hours.
Works with the tools you already use
The MTD document problem
Xero and QuickBooks handle the submission. Nobody handles the step before it — getting your clients' paper documents into structured, submittable data. That step is where your team's hours go.
42% of UK accounting clients still rely on paper records or non-digital systems. MTD doesn't change client behaviour — it changes your compliance obligation. You're now responsible for digitising what they hand you, every quarter.
A firm with 80 MTD-affected clients has 320 quarterly submissions per year — on top of annual returns. Each one requires accurate, digital records. Processing those records manually is a workload you cannot absorb without automation.
One client's monthly receipts might take 2 hours to enter manually. Scaled across 50 MTD-affected clients, that's 100 hours of data entry per month — before a single submission is filed. Your team's time is worth more than that.
The £30,000 threshold drops in April 2027, adding significantly more clients to your MTD obligations. Firms building automated document workflows now will scale into Wave 2 without disruption. Those who don't will scramble.
How it works
Three steps. No templates to build. No engineers. No reformatting before import.
Drag in a PDF, phone photo, scanned receipt, bank statement, or handwritten invoice. Any format, any quality. Taxiom handles batches of mixed document types in a single upload — no sorting required.
Vendor name, date, amount, VAT, account code — every field your accounting software needs, pulled from every document. Confidence scores flag anything uncertain for your review. You stay in control; your team just reviews, not enters.
Click export. Taxiom outputs a Xero-compatible CSV, QuickBooks-ready file, or Sage import format — whichever your workflow requires. No reformatting, no column mapping, no extra steps.
Integrations
Export directly into your MTD-compatible accounting software with no reformatting required.
Built for accounting firms
Taxiom is not a general-purpose tool. Every feature is designed for the document workflows that accounting firms run every day.
Printed invoices, handwritten receipts, scanned bank statements, multi-page PDFs, phone photos. Taxiom handles mixed-format batches without configuration.
Every export is formatted for direct import into your MTD-compatible software. No reformatting, no column remapping, no manual correction before submission.
Taxiom flags uncertain extractions rather than guessing. Your team reviews only what genuinely needs review — not every document, every time.
Admin, editor, viewer, and auditor roles. Control who sees which client documents. Role-based access from the Starter plan upwards.
Every extraction, edit, and export is logged. Full traceability from source document to structured data — essential for compliance-sensitive environments.
Credentials encrypted at rest. Documents stay in your account. Email verification required. GDPR-compliant data handling throughout.
What accounting firms say
From practices with 5 staff to 50 — Taxiom fits the document workflows that accounting teams actually run.
"We have 90 MTD-affected clients. The document prep step was going to break us. Taxiom removed it entirely — we upload a client's receipts and the Xero import is ready in minutes."
"Our clients still drop off paper. MTD doesn't change that. Taxiom means we process what they give us without asking them to change their behaviour — which was never going to work anyway."
"I was spending 3 hours a week just entering receipt data for two clients. Taxiom handles a month's worth in about 8 minutes. That time goes back into advisory work, which is where I should be."
FAQ
Everything you need to know before getting started.
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