Glasscubes

This easy to follow onboarding guide will walk you through setting up your clients for MTD Assist.

MTD Assist: Getting Started

A simple, secure method of requesting MTD quarterly submissions from clients.

Connecting a client to MTD Assist

A short guide on adding your registered HMRC Agent Account for MTD clients requiring internal review.

How to add your HMRC Agent Account for MTD clients

Engage with MTD clients in an area that is accessible to other team members.

Managing MTD submissions

Making Tax Digital: MTD Assist

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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