New work · Octotax for Accountants
Opportunities
Clients who could use more from you, spotted from what you already hold.
Opportunities lists clients near the VAT threshold, in scope for MTD Income Tax, with payroll but no pension duties, sole traders who may suit incorporation, and services you could add. Nothing is sent to the client.
Choose Send a proposal to start a proposal for that client, or snooze, dismiss or mark it done so it doesn't come back.
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