Live demo
Try the MTD records demo
A working version of the kit for a fictional practice. Send reminders, then switch to a client's phone and upload their records. Nothing you enter leaves your browser.
What the demo shows
- This quarter's deadline, worked out from today's date
- Who has sent their records, who has sent some and who hasn't started
- Reminders to one client or everyone outstanding, by text or email
- The client's own upload page, with no app or password
- A new client form that sets up what each client is asked for
What a real build adds
- Your client list, brought in from your practice software or a spreadsheet
- Your wording, your logo and your reminder timings
- Records saved where you choose, such as a shared folder or Dext
- Real texts and emails, sent from your own accounts
- Hosted in your accounts and handed over with instructions and training
MTD Client Onboarding and Records Kit: from £2,500, usually 2 to 3 weeks.
Tell us what you'd like to fix
Book a free 30-minute call, or send a message and we'll reply within one working day.