Thursday, October 14, 2021 - 15:47 - 15:47

Client training and communication for MTD

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Client training and communication for MTD

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Preparing for MTD - a short video series from AccountingWEB and Sage.

Preparing for MTD - part four in a short video series from AccountingWEB and Sage.

Welcome to this short video guide on how to get your firm and your clients ready for the next phase of MTD, produced in association with Sage. 

Ultimately, the success of your MTD project comes down to education, and more education - both within the firm and with client groups that will be affected in different ways by the digital record-keeping and filing regime. Join AccountingWEB’s John Stokdyk, Chris Downing from Sage and Emily Smith from Finlayson & Co to learn new ideas and techniques to devise an MTD for ITSA training plan to communicate the changes effectively and at the right time to your different client segments. 

The video covers:

  • Client training: new approaches you can use to communicate the requirements and procedures to a much larger client population than the MTD for VAT intake. 
  • Tips and techniques that have worked for Finlayson & Co when delivering MTD education, including webinars, videos and online support communities
  • How to build an effective client communication system to getting clients on board with digital record keeping and submitting data regularly.

This video is the first in a four-part series. You can access all of Sage's MTD resources and support on the Sage MTD Hub.

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You will earn 1 CPD point by attending this free 45-60 minute session in full

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Please ensure details used to claim CPD points match those used when registering for this episode. Your certificate will be sent to you within 30 days of submitting your details.

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