Client Database & Appointment Management
A centralised register of every client and job, linked automatically to their income history — built for trades and service businesses juggling multiple clients at once.
Run your business finances like a professional — without losing control of your tax return.
The UK Sole Trader Accounting Suite — Professional Edition brings your clients, income, expenses and HMRC-style reporting into one premium dashboard — built exclusively for UK sole traders who want structure, not a straitjacket.
Built for UK Sole Traders
You control what gets filed
MTD-style record keeping
Making Tax Digital
The MTD deadline has already begun.
Since 6 April 2026, HMRC's Making Tax Digital (MTD) for Income Tax has been a legal requirement for UK sole traders and landlords earning over £50,000 — with lower thresholds following close behind. If you're still relying on shoeboxes of receipts, scattered spreadsheets, or "I'll sort it later," the ground has already shifted, and it's shifting for everyone, not just the largest businesses.
6 April 2026
£50,000+
income threshold
2027
£30,000+
income threshold
2028
£20,000+
income threshold
Whichever threshold applies to you, the Suite gets your records MTD-ready long before the deadline forces the issue.
The Product
One Suite. Every part of your business's financial management in one centralised place.
Eight focused modules, designed to work together — so you stop juggling spreadsheets and start seeing the full picture. Every sheet is already built and every dashboard already calculating: you don't build the system, you simply use it.
Income Register
Every payment logged against a client, category and tax quarter — automatically grouped in MTD-style periods as you go.
Expense Register
HMRC-aligned categories and an allowable-expense flag on every entry, so deductible costs are never buried in a spreadsheet tab.
Personal Accounting Budget
A personal-finance layer, kept separate from the business — with a "safe to withdraw" indicator based on estimated tax owed.
Live Dashboards
Five dashboards and reports, built entirely from formulas so they update as you work: Master Dashboard, Personal Dashboard, Trade Dashboard, Annual I&E Report and HMRC Annual Summary.
MTD Quarterly Update
Your tax year broken into the four MTD-style quarters HMRC expects, with income, allowable expenses and profit ready for each one — each expense category even cross-referenced to its actual Self Assessment box number.
Tax & NI Estimator
Turns your taxable profit into an estimate of income tax and Class 4 National Insurance, band by band — plus a suggested monthly amount to set aside so tax season is never a shock.
HMRC Summary Report
A clearly-labelled estimate of your quarterly or annual figures, laid out like HMRC's own reporting — exportable as a PDF.
Estimate only. Never submitted on your behalf — you always file your own return.
Our Advantage
Software built to keep you ahead, not just compliant.
Staying on top of your financial and administrative reporting isn't a once-a-year job any more — this is what makes that easier, every day.
A complete system, not a template
Every sheet is already built, every dashboard already calculating. You don't spend evenings designing formulas — you simply use it, from day one.
HMRC-aligned by design
Categories, tax years and reporting layouts are built around how HMRC actually expects your figures — so nothing needs translating later.
Personal and business, together
Your household budget and owner drawings sit alongside your business figures — clearly separated, but never out of sight.
Real human support, not a call centre
Professional and Premium packages include direct, personal support to tailor the Suite to your business — 30 or 90 days, from the developer.
The Real Cost
Every receipt you chase is time you didn't spend on your business.
Shoeboxes of receipts. Three different spreadsheets that don't talk to each other. An evening lost every month just finding out where the money went. Most sole traders don't have a bookkeeping problem — they have a scattered records problem, and it quietly eats hours every week.
The Suite exists to centralise that admin load into one place — your clients, your income, your expenses, your personal budget — so the time you spend on paperwork goes back to being minutes, not evenings.
Look Familiar?
Why It's Different
You stay in control of what gets filed. Always.
Most accounting tools quietly push you toward handing your HMRC submission over to their system, with an even greater exposure of their system being linked directly to your business banking account and all its confidential details. The UK Sole Trader Accounting Suite deliberately doesn't do that — at launch, there's no API link to HMRC and no Government Gateway credentials stored anywhere in the product.
Instead, you get the full organisational, forecasting and tax summary benefits of Making Tax Digital–style record keeping, and a clear, exportable estimate of your business income, expenses, as well as quarterly and annual taxable figures — then you (or your accountant) can decide exactly how and when to file your return.
Ultimately, you are in full control of your business, your clients' personal information, the daily transactions and income, as well as what and how you wish to submit to HMRC on a quarterly and/or annual basis.
- No API connection to HMRC. Nothing is ever submitted automatically.
- No Government Gateway credentials stored. Your login with HMRC is yours alone.
- No banking connection, ever. Your bank accounts and transaction history are never linked to or exposed to the Suite.
- Every report is clearly labelled as an estimate for your own use — never a filed return.
- Built with UK GDPR in mind from the ground up, not bolted on afterwards.
How It Works
From scattered records to one clear picture of your Personal and Business Financial Reports.
-
01
Add your client's details & transactions made
Bring across your existing records or start fresh. Every client, income entry and expense lives in one place, categorised as you go.
-
02
Watch your dashboard build itself
Income, expenses and profit are grouped automatically into HMRC-style annual summaries — no manual pivot tables required. You simply post your daily appointments, transactions, client information, purchase and expenses and the live dashboards will formulate and summarise the rest of the work for you.
-
03
Review your HMRC Summary Report
See an estimate of your quarterly or annual position, export it as a PDF, and hand it to your accountant — or use it yourself.
-
04
File on your own terms
You submit your return through your own chosen method. The Suite informs the decision — it never makes it for you.
-
05
Create Value to Your Business
If you ever sell your business, you will have created a value stream of information and data for a potential buyer that beats any bank statement or financial report. This workbook holds the key to business market share for any sole trader–type operation.
Pricing
Three ways to get started.
A single, fixed one-time price — no subscription, no recurring fees. Choose the package that fits your business.
Starter
For sole traders who just need to get organised.
- Income & Expense Registers
- Dashboard overview
- HMRC Summary Report (annual)
- Up to 15 clients
Professional
The full Suite — our recommended edition for active sole traders.
- Everything in Starter
- Unlimited Client Database
- Personal Accounting Budget
- Quarterly HMRC Summary + PDF export
- Priority email support
- 30-day online email assistance to personalise your workbook
Premium
For established traders who want the full picture, unlimited.
- Everything in Professional
- Unlimited history & exports
- Advanced reporting formats
- Dedicated onboarding call
- 90-day online email assistance to personalise your workbook
- First access to future MTD-recognised filing
One-time payment, no recurring subscription. Prices shown include VAT where applicable.
Bonus Feature — Included For Free
Watch what compound growth actually does.
Most sole traders and small business owners have never seen compound interest mapped out in front of them. If you wish to know what any kind of investment would offer you in return over a certain period of time, simply adjust the numbers below and see it happen in real time — built right into your IDS toolkit. This is a great way to assess a future return-on-investment for any personal or company owner.
£
£1,000£1,000,000
%
1%20%
yrs
1 yr50 yrs
Final amount
—
Total interest earned
—
Growth multiple
—
Effective annual rate
—
Growth over time
Total amountInterest
Annual balances
| Year | Balance | Interest this year | Total interest |
|---|
What if you compounded differently?
Compound interest: A = P(1 + r/n)nt, where P is the starting amount, r the annual rate, n compounds per year, t years. Illustrative only — not financial or investment advice.
About Integrity Digital Solutions
Built for Sole Traders who want financial order in their business.
Integrity Digital Solutions was founded to give UK sole traders something that didn't quite exist: a genuinely premium way to organise business finances, without being pushed into handing filing control to a piece of software.
The UK Sole Trader Accounting Suite began life as a working spreadsheet, refined during a live pilot with a real UK sole trader business. That pilot is now shaping a full web application — built the same way from here on: carefully, transparently, and with the trader firmly in charge.
It was built by a founder with over 25 years of corporate marketing and financial trade experience, combined with hands-on understanding of what small business owners actually struggle with — turning that experience into a system real sole traders can use without an accounting degree.
Integrity
No hidden filing, no dark patterns, no pretending we're further along than we are.
Built for the UK market
HMRC-aligned categories, UK tax years, and UK GDPR consideration from day one.
Earned, not assumed
Every feature is validated with a real sole trader before it reaches you.
Never left to figure it out alone
Every early access member gets direct, one-to-one support to tailor the Suite to their own business — not a call centre.
Proudly British
Questions
Before you join, you probably want to know…
Does this submit my tax return to HMRC for me?
No — and not by accident. The Suite deliberately has no API connection to HMRC and stores no Government Gateway credentials. It gives you a clear estimate of your figures; you (or your accountant) always submit the actual return yourselves.
When exactly does Making Tax Digital apply to me?
From 6 April 2026, MTD for Income Tax is a legal requirement for UK sole traders and landlords earning over £50,000. Lower thresholds of £30,000 and £20,000 follow in 2027 and 2028 respectively — so even if you're under £50,000 today, it's worth getting organised well before your own threshold arrives.
Is this an HMRC-recognised Making Tax Digital (MTD) product?
Not at launch, by design. The Suite gives you MTD-style organisation now, while we validate the product with real users. Pursuing formal HMRC recognition is planned for a later phase, funded by early sales.
Will this be a spreadsheet or a web app?
Today, it's an Excel-based workbook — you download it and populate it with your own client, income and expense details, and every dashboard and formula is already built for you. A full web application is on our future roadmap, but what you receive on purchase right now is the Excel-based Suite itself, not a web app.
How much will it cost?
Starter is £49, Professional is £99 and Premium is £159 — each a single, fixed one-time payment, no subscription. Our Early Bird offer takes 10% off every package for a limited time. See the Pricing section above for full details of what's included in each package.
Who is this actually for?
UK-based sole traders, landlords, and small to medium-sized businesses — freelancers, tradespeople and small service businesses — especially those approaching or above the MTD income threshold who've outgrown a plain spreadsheet but don't need a full accountancy platform.
Join Early Access
Let us help you shape your own personalised Accounting Suite for your business — and lock in the Early Bird Discount.
We're offering a limited number of UK sole traders and businesses the opportunity of a 10% discount before public launch. Tell us a little about your business and we'll be happy to get in touch with you directly via email — no spam, no mailing list, just a real business conversation about how we can structure your own personalised financial accounting software package to make your business run smoother and more effectively.
Prefer email? Write to us directly at info@integritydigitalsolutions.co.uk