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Best Practices for Migrating Client Records from Paper to Digital

Best Practices for Migrating Client Records from Paper to Digital

The TaxCalc Podcast
• 24 min
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In this episode of The TaxCalc Podcast, join me as we delve into the best practices for migrating client records from paper to digital. Featuring insights from experts Craig Ogilvie and Rebecca Benneyworth, we explore the latest updates on Making Tax Digital (MTD) for income tax. Discover the challenges and opportunities of this significant shift, as we discuss the importance of digital record-keeping and the steps necessary to prepare for the April 2026 mandation. Learn from Rebecca's firsthand experience in testing the system and gain valuable tips on how to effectively communicate with clients and re-engineer your practice for the digital age. Tune in to ensure your practice is ready for the future of tax compliance.