Closed beta · Design partnersUK accountants · Self AssessmentEvidence‑linked by default

Defence‑ready Self Assessment · before you file.

Taxat is the AI‑driven audit defence layer for UK accountants. Reconcile client‑authorised data across ledgers, bank feeds, receipts, and (when authorised) HMRC APIs · then link every return figure to evidence with a living Defence Graph.

Not affiliated with HMRC. Taxat does not access HMRC internal systems or replicate investigation decisioning. It uses official APIs only where authorised.

Compliance Risk Twin
Independent, explainable risk visibility via cross‑source reconciliation.
Defence Graph
Every figure traceable to transactions and evidence · ready for enquiry.
Nightly Autopilot
Prioritised action list so the team fixes gaps before filing season peaks.
Built to sit above your existing stack
Integrations-firstWorks alongside filing toolsNo rip-and-replace
Xero
QuickBooks
Sage
TaxCalc
Open Banking
HMRC APIs

HMRC scrutiny is rising.
Defensive work is eating your week.

Accountants are forced into manual cross‑checks because enquiry risk feels like a black box. The result is time pressure, stress, and fragile evidence when a figure is questioned months later.

Time drain

Defensive reconciliation, spreadsheet checks, and document chasing · repeated client‑by‑client.

Anxiety

Even when you’re diligent, you can’t see what data mismatches might look suspicious across sources.

Fragmented evidence

Ledger, bank feed, receipts, and emails live in different systems · so “prove it” becomes a scramble.

Taxat turns defensive work into a governed system · so enquiry readiness becomes a repeatable sign‑off, not a late‑night checklist.

The cost of “just in case”

Manual defensive checks scale linearly with clients · and peak season amplifies everything. Taxat aims to reduce the cognitive load by turning evidence and reconciliation into an automated graph.

The new mechanism

Stop guessing.
Build an evidence‑backed return.

Taxat operationalises a defence‑first workflow: it reconciles client‑authorised data across sources, flags mismatches early, and links each return figure to its supporting evidence.

1) Compliance Risk Twin

Independent “risk visibility” that surfaces cross‑source discrepancies and missing evidence · before you file.

2) Defence Graph

A living evidence map: every figure is traceable to transactions, receipts, and rules · ready for enquiry.

3) Defence Score + Autopilot

Quantify readiness (0-100), then generate a prioritised action list so teams fix the biggest gaps first.

Interactive defence graph

Hover nodes to see how a single return box links to evidence groups (transactions, documents, rules). Confirmed links render as solid paths; suggested links render as dashed.

Sample view
Return boxes
Sample view
Defence Score
0-100
96
Enquiry‑ready
All key links confirmed.

Confirmed links render as solid. AI‑suggested links render as dashed with explicit labelling.

Defence graph sampleA sample graph linking a return box to compute steps, transaction groups, evidence groups, and rules.Return boxTaxat computeBank matchesConfirmedLedger linesConfirmedInvoicesAI‑suggestedReceiptsSA rules v2024-25Authorised HMRC data
Confirmed edge Inferred edge
Turnover: Evidence coverage looks solid across sources.
The goal: if a figure is questioned later, you can retrieve its supporting chain in seconds · without trawling emails and folders.
How it works

A defence workflow your team can repeat.

Taxat is designed to sit above your practice stack. It turns evidence and reconciliation into a system that scales with clients · without adding headcount.

Connect sources
Bring together the evidence you already have · without changing your filing tool.
Connect sources
You get
  • Ledger exports/APIs (Xero, QBO, Sage)
  • Bank feeds via Open Banking
  • Receipts + invoices (capture tools or uploads)
  • Optional HMRC endpoints where authorised
Clarity by design
Confirmed and inferred links are clearly labelled so reviewers know what’s verified.
Product proof

A control room for enquiry readiness.

See mismatches early, trace figures to evidence, and standardise sign‑off across the team. Taxat is designed for explainability and governance · so your outputs are defensible, not “black box”.

60‑sec tour clip

Watch a 60‑sec walkthrough of the core screens and workflow. Tap play when you’re ready.

Mission Control
Portfolio health, what’s at risk today, and where your team should focus.
Mission Control
Governance snapshot

Every run can generate a manifest (data completeness, rules version, and explainable paths). This is how the same figure can be defended months later · without relying on memory.

Trust & security

Built for regulated data and firm due diligence.

Taxat is designed for explainability and governance. The outputs are evidence‑linked and reproducible · so your firm can defend filings without over‑claiming how HMRC works.

Security materials are available on request (policy outline, data flows, and controls).

Not an HMRC product
Taxat is independent. It does not access HMRC internal systems or reproduce investigation decisioning.
Encryption & access control
Built for sensitive financial data: encrypted transport, encrypted storage, and role‑based access.
Governed outputs
Evidence links, rule versions, and explainable paths support firm due diligence and consistent sign‑off.
Reduced‑risk workflow
Autopilot highlights missing evidence and anomalies early · so nothing slips through peak season.
Compliance‑grade views are available when data is complete. If data is incomplete, previews are clearly labelled as analysis‑only.
Beta programme

Closed beta for select firms.

We’re onboarding a limited number of UK practices to validate workflow fit, calibrate risk rules, and ship the best possible “defence-first” UX before broad release.

Early adopters typically receive onboarding support and preferential pricing once the beta closes (exact terms depend on cohort and integrations).

Design partner seat
Limited beta access · Feedback loop · Priority roadmap input
Invite only
Compliance Risk Twin (cross‑source flags)
Defence Graph evidence linking
Defence Score (0-100) per client
Nightly Autopilot action queue
Audit pack / defence report export
Governed runs (rules + manifests)

Note: Taxat is independent and not affiliated with HMRC. It uses authorised HMRC APIs only where permitted by the user.

FAQ

Answers to the real objections.

Taxat touches sensitive workflows. We keep expectations clear on HMRC affiliation, explainability, and how it fits alongside your existing tools.

No. Taxat is designed to sit above your existing stack. You keep your filing and bookkeeping tools · Taxat provides a defence/risk layer before submission.
Request beta access

Be enquiry‑ready this season · without extra headcount.

Join the closed beta as a design partner. We’ll prioritise firms that handle high Self Assessment volumes and want a repeatable, evidence‑linked sign‑off process.

Prefer a demo first?

Pick a time on our calendar and we’ll walk through the product.

Not affiliated with HMRC. Taxat does not access HMRC internal systems or replicate investigation decisioning.

Beta request
Short form · under a minute
Add optional context (stack + notes)

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