PROXERA wants to knowyour clients. Not just their numbers.

For Accountants

Your property investor clients need MTD compliance software. Proxera gives you a branded platform to deliver it, alongside up-to-date portfolio data that helps you give better advice.

Quarterly figures prepared automatically from live records. Your clients stay organised without chasing paperwork or missing deadlines.

Access up-to-date 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.

Quarterly updates for UK property income are prepared from live records and sent to HMRC from PROXERA, which is HMRC-recognised software.

YOUR CLIENT PORTAL VIEW

Live portfolio data, rental income and compliance status, visible to you and your client simultaneously.

HOW IT WORKS

Simple to set up. · Impossible to ignore.

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

MTD compliance software your · property investor clients need.

• Your clients’ property portfolio is often their single largest asset. Yet most accountants only ever see a snapshot of it at year-end, when decisions have already been made.
• Proxera gives you live equity, rental income and compliance status across every property, year-round. You advise with current data, not historical figures.
• When clients have a question about refinancing, tax planning or their next acquisition, you are already prepared. That changes your role from compliance accountant to trusted adviser.

Platform features

Built for property investor compliance.

MTD-Ready Quarterly Updates

PROXERA is HMRC-recognised software for Making Tax Digital, included in PROXERA+. Quarterly update submissions are generated from live rental income data, ready for your review and submission. Your clients never miss a deadline, and your team never chases a spreadsheet.

Live Equity and Valuation Data

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.

Know Which Clients Need Attention

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.

Common Questions

Yes. PROXERA is HMRC-recognised software for Making Tax Digital for Income Tax. Your clients’ records are kept digitally and categorised by property, and quarterly updates for UK property income are sent to HMRC from PROXERA. You complete the end-of-year return.

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

Real results from real · property professionals.

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

Be the accountant who has the answer.

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.