Guide
The MTD client communication plan
How to segment your client list by threshold, and the sequence to take a sole trader from confused to filing quarterly.
Resources
Written for partners, not marketers
Practical guides on the rules that govern how you may contact clients, and on the parts of practice growth that nobody teaches you in training.
Guide
Marketing your practice without breaching PECR
Two pages on the one distinction that catches practices out: limited companies and LLPs may be emailed without prior consent, but sole traders and ordinary partnerships are individual subscribers and need consent or the soft opt-in. Includes the five conditions of the soft opt-in, the rules on live and automated calls, and what changed on 5 February 2026 when the maximum penalty rose to £17.5 million.
General guidance, not legal advice.
Coming next
We publish roughly two pieces a month. If you would like them by email, say so on your next call — we will not add you to anything without asking.
Benchmark
How fast do UK accountancy practices actually respond to enquiries?
We send a test enquiry to a sample of practices and publish the response times. Uncomfortable reading.
Guide
What to do with four hundred dormant clients
The reactivation campaign, the consent question that comes first, and what a realistic response rate looks like.
Or skip the reading
Twenty minutes on a call and we will tell you what we would change about your practice’s enquiry handling, specifically.