Introducing OpenTax for Nomi’s Accountants

Max Glennon
Adsum

Apr 08, 2025
2 minutes read

Managing client tax submissions and payments can be a time-consuming challenge for accountants. OpenTax simplifies this process, offering a centralised platform that provides real-time updates on tax submission and payment statuses, ensuring you stay ahead of compliance and payment issues.

The Problem: Reactive and Delayed Updates from HMRC

It can be a struggle to track tax payments and refunds, relying on outdated methods like Government Gateways, client bank feeds, and even physical letters.

While HMRC’s Agent Account(s) provides some insights, it has significant limitations:

• No clear overview of submitted VAT returns and payments.
• Lack of a single dashboard for all clients.
• Limited visibility into client tax information.
• Multiple logins for different agent accounts.

For larger firms handling high volumes of clients, these inefficiencies create unnecessary delays and administrative burdens.

How OpenTax Solves this

OpenTax seamlessly connects to your HMRC agent accounts (Agent and Online Services), pulling in all authorised client information into a single, easy-to-navigate dashboard. It tracks PAYE, VAT, and Corporation Tax, giving accountants complete visibility into key tax obligations without switching between multiple platforms or waiting for HMRC correspondence.

Why Accountants should Adopt OpenTax

A proactive approach to tax management: Instead of manually tracking tax records and payments, OpenTax gives you instant visibility into client tax statuses, helping you stay ahead of potential issues.

Key Benefits:

• Instant Visibility – See which clients have had HMRC updates processed overnight.
• Proactive Prioritisation – Identify urgent cases and manage your workload efficiently.
• Streamlined Workflow – Reduce manual searches and focus on high-value tasks.
• Comprehensive Tax Tracking – Monitor PAYE, VAT, and Corporation Tax payments and statuses.
• Compliance Monitoring – Spot issues before HMRC correspondence arrives.
• Revenue Opportunities – Join our partner program to access exclusive discounts and generate additional income for your practice.

Start Your Free Trial Today

Take control of your tax management process with OpenTax. Sign up now and experience the benefits of real-time tax tracking for yourself!