ApariPro > Partners
Self Assessment tax compliance solution
tailored to your needs
Offer your clients an easy-to-use Self Assessment tax filing solution to help prepare & submit tax compliant returns to HMRC. Get started today!
Book a demo
See partner plans & pricing
HMRC-recognised
MTD for Income Tax ready
Integrates with 3rd party APIs
HMRC-recognised
MTD for ITSA compliant
Proprietary AI
Partners we support with tax compliance
Digital platforms
Marketplaces
Network accountancy firms
Wealth management firms
Referrers & affiliates
All partner solutions are customised
based on your requirements
Background checks
Verify your clients identity as part of the onboarding.
White labelling
Offer a client interface with your own branding.
Co-branded client interface
Reassure clients with a co-branded login page.
Wealth management advisory insights
Get AI-driven insights to optimise tax liabilities based on a client’s overall wealth portfolio.
Flexible client licensing options
Choose to offer prepaid licenses or discounted licenses paid by your clients.
Integration with 3rd party platforms
Import data from your platform for a more seamless experience.
Help clients prepare accurate tax returns
with a reliable tax compliance solution
Easy client onboarding
Import your client data and send automated invitations to begin the tax preparation process. The onboarding flow will help clients tailor their tax return according to their specific financial circumstances.
Set up new clients in minutes
Tailored tax returns for all income streams
Easy to use client interface
Straightforward data capture experience
Importing data is a simple affair with a range of options to import income and expense figures to populate tax returns.
Upload tax documents and spreadsheets
Snap & store receipts
Import transactions from bank feeds
Intelligent document analysis that pre-fills SA100 forms
Upload complex documents and let ApariPro instantly analyse, categorise, and pre-fill SA100 forms for you – including rental statements, dividend vouchers, and tax packs.
Handles complex documents with ease
Built-in data validation checks
SA100 forms pre-filled instantly
Integrate your platform seamlessly using API feeds
Set up API feeds to automatically import accurate income data from your platform for your clients to reduce errors. SSO and customised
Flexible API feeds
Send accurate income tax data
Improve your compliance
Claim all eligible expenses with access to most tax relief schemes
Ensure your clients benefit from all eligible expense claims whilst staying compliant.
Most tax relief schemes supported
Real-time dashboard to track expenses
Snap & store receipts on the go
Real-time dashboards with estimated tax position
Clients can track their income, expenses and estimated tax position as data is provided to reduce the risk of bad surprises.
Track income and expenses in real-time
Know how much you owe
Automated deadline reminders
Seamless collaboration with tax agents and wealth managers
Clients can give their tax agent and wealth manager access to their tax return at any time for advice and support
Connect tax agents & wealth managers
Easy to use interface
Additional advice and compliance support
Integrates with 30+ banks and credit cards
Automate the import and categorisation of client transactions with bank feeds
MTD for Income Tax compliance, without the stress
ApariPro was the first vendor to successfully file an MTD for Income Tax return to HMRC.
Start keeping digital records for your clients to stay ahead and automate your MTD quarterly submissions.
Automate your MTD quarterly submissions
Easy to set up
HMRC recognised
Partner plans & pricing
Ideal for digital platforms, wealth managers, network agencies and referring partners. All partner solutions are fully customised to your needs and requirements. Book a meeting to get a quote.
HMRC recognised
MTD for Income Tax Ready
Fully customisable
No hidden fees
HMRC recognised
MTD for income tax compliant
Fully customisable
Tax Compliance
Solution
A complete Self Assessment tax preparation & filing solution to help individuals submit compliant returns to HMRC.
Pricing
on request
Partner features:
End-to-end tax filing solution
Flexible client licensing options
Partner dashboard & reporting
Bulk personalised emails
Client features:
Easy SA100 tax form customisation
Track income and expenses
Real-time estimated tax position
Snap & store receipts
Bank feeds
Advanced document analysis
Pre-filled tax returns
MTD for Income Tax Ready
File directly to HMRC
Deadline reminders
Connect with a tax agent
or wealth manager
Add-ons:
Co-branded interface
White-labelling
API integrations
SSO integration
Background checks
Tax Advisory
Solution
Tax compliance solution with additional AI-powered tax advisory module for wealth management firms.
Pricing
on request
Partner features:
End-to-end tax filing solution
Flexible client licensing options
Partner dashboard & reporting
Bulk personalised emails
Wealth manager features:
Instant access to client tax data
Easy collaboration with tax agent
Tax optimisation insights
Client features:
Easy SA100 tax form customisation
Track income and expenses
Real-time estimated tax position
Snap & store receipts
Bank feeds
Advanced document analysis
Pre-filled tax returns
MTD for Income Tax Ready
File directly to HMRC
Deadline reminders
Connect with a tax agent
or wealth manager
Add-ons:
Co-branded interface
White-labelling
API integrations
SSO integration
Background checks
Getting started with ApariPro
Easy to set up with instant benefits.
Set up your partner portal account
1
We’ll take care of migrating your clients and their historical data including previous tax returns.
Invite clients to connect with the app
2
Automate the data capture process by enabling clients to set up bank feeds, store receipts and upload documents.
Clients or their tax agent can submit directly to HMRC
3
SA100 forms get pre-filled as documents and data is provided. Once completed, tax returns can be submitted directly to HMRC.
