YOUR CLIENT PORTAL VIEW
Live portfolio data, rental income and compliance status, visible to you and your client simultaneously.
For Accountants
Your property investor clients need MTD compliance software. Proxera gives you a branded platform to deliver it, alongside real-time portfolio data that helps you give better advice.
Free to set up · No long-term contract · Live in under 48 hoursAutomated quarterly submissions to HMRC. Your clients stay compliant without chasing paperwork or missing deadlines.
Access real-time property valuations, rental income and equity data across every client’s portfolio, not just at year-end.
Your practice name and brand are on the platform. Clients log in to your environment, not a generic third-party tool.
HMRC quarterly updates are generated and filed automatically. Remove the compliance burden from your team entirely.
YOUR CLIENT PORTAL VIEW
Live portfolio data, rental income and compliance status, visible to you and your client simultaneously.
HOW IT WORKS
Import your existing clients in minutes. Proxera matches them to their property portfolios automatically. No manual data entry required.
Live valuations, equity positions, rental income and compliance status update automatically. You see everything, they see your branded platform.
Proxera surfaces buying signals, remortgage windows and compliance deadlines. You call first, every time. Your competitors are still waiting for the phone to ring.
The data gap
Platform features
Proxera is HMRC-approved for Making Tax Digital. Quarterly update submissions are generated from live rental income data and filed automatically. Your clients never miss a deadline, and your team never chases a spreadsheet.
Property values, outstanding mortgages and net equity are tracked continuously. You can see capital gains positions, equity available for refinancing and portfolio growth at any point in the year, not just when a client sends you a statement.
Your practice dashboard shows which clients are active, which have upcoming compliance deadlines and which have recent portfolio changes that may require advice. Proactive service replaces reactive firefighting.
“Making Tax Digital is live.Proxera
Your clients are depending on you.”
Common Questions
Yes. Proxera is HMRC-recognised software for Making Tax Digital for Income Tax Self Assessment. It can file quarterly updates and end-of-period statements directly with HMRC on behalf of your clients. You can use it to meet all MTD obligations for property investor clients.
Yes. The platform is fully white-labelled. Your clients see your practice name, logo and brand colours throughout. There is no Proxera branding visible to them. This means every client interaction strengthens your relationship, not ours.
Clients do need to connect their property data to the platform, which involves a simple onboarding process. After that, the platform runs automatically in the background. Most clients will log in periodically to review their portfolio dashboard, but the compliance side requires no ongoing input from them.
Proxera sends automated reminders to clients and to your practice dashboard ahead of each quarterly deadline. If a deadline approaches and a submission has not been made, you receive an alert. The platform is designed to eliminate missed deadlines entirely.
Proxera is billed at the practice level on a monthly subscription. Your investor clients access the platform at no cost to them. Pricing is based on the number of clients or properties under management. Book a demo and we will walk you through the tier that fits your practice.
WHAT THEY SAY
My property investor clients were genuinely panicking about MTD. Proxera made the whole process automatic. I have not had a single compliance deadline missed since we set it up.
The live portfolio data means I can give real advice year-round, not just at year-end. My clients think I am a genius. I just tell them I use Proxera.
ALSO EXPLORE
MTD is live and your property investor clients need you to be ready. Book a demo and see how Proxera transforms compliance into a competitive advantage for your practice.
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