Welcome to Complyax
Complyax is a Making Tax Digital (MTD)-aligned compliance platform designed for chartered accountancy practices in the United Kingdom. It consolidates VAT reconciliation, HMRC correspondence management, management accounts preparation, and client document collection into a single, auditable workspace.
Who This Guide Is For
This documentation is written in the language of the practitioner — whether you are:
- The Firm Administrator (Admin) — responsible for firm-wide settings, billing, team management, integration approvals, and final sign-off authority.
- An Accountant / Tax Adviser — responsible for preparing reconciliations, drafting replies to HMRC, generating management accounts commentaries, and managing client deadlines.
- A Client Contact — an external party who has been invited by the firm to upload supporting documents via the secure client portal.
⚠️
All AI-generated outputs within Complyax are clearly labelled as drafts. No AI output should be submitted to HMRC or sent to a client without review and approval by a qualified accountant or authorised signatory. Complyax and Strategic Edge Solutions Limited accept no liability for any unreviewed outputs.
What Complyax Provides
| Module | Purpose |
|---|---|
| Firm Dashboard | Priority work queue, overdue items, live KPIs |
| VAT MTD Reconciliation | File-based and live HMRC integration reconciliation with anomaly detection |
| HMRC Enquiries | AI-assisted drafting of responses to HMRC notices |
| Management Accounts | AI-generated FRS 102 commentary with variance console |
| Compliance Calendar | Deadline tracking with status, owner and urgency flags |
| Client Document Records | Checklists, upload management, email/WhatsApp reminders |
| Review Queue | Centralised approval workflow for all drafted outputs |
| Integrations | Xero, QuickBooks, HMRC MTD, Companies House |
| Team Management | User roles, invitations, audit log |
How to Use This Guide
Use the sidebar to navigate:
- Getting Started — Registration, login, and onboarding.
- Firm & Team Setup — Billing, team members, and audit trails.
- Integrations — Connecting Xero, QuickBooks, HMRC MTD, and Companies House.
- Daily Operations — Dashboard, client management, calendar, and document collection.
- Compliance Workflows — VAT reconciliation (file-based and live), HMRC notices, management accounts, and the review queue.
- Client Guide — Instructions for client contacts uploading documents.