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Accountant Pack Preparer · one of the jobs you can hire

Still finding receipts in the van in January?

Hand the gathering to an employee that pulls your records into one pack.

Hire Accountant Pack Preparer

Start free — 2 employees and starter capacity included.

An employee’s page on an iPhone: its job in plain words, a Working status, finished runs, the next run date, and Run now and Pause buttons.
Its job in plain words, when it next runs, and Pause one tap away.

It works across the apps you already use

Accountant Pack Preparer
Your records
Invoices, receipts, statements
LoopSuite
Sorts them into a period
One pack
Ready for your accountant

It did the gathering. You send the pack.

How Accountant Pack Preparer actually works

  1. Point it at the recordsInvoices, receipts, bank statements, subcontractor payments. Files, an export, a spreadsheet, photographs off your phone — whatever you actually keep.
  2. Say which periodA month for CIS, a quarter for Making Tax Digital, or a full year. The period decides what belongs in the pack.
  3. Sort what’s thereEverything for that period gathered into one place, instead of three folders, an email thread and a shoebox in the van.
  4. Build one packA single tidy pack, rather than a forwarded pile your accountant then has to chase you about.
  5. Hand it overYou send it. It has done the gathering, which is the part that takes the evening.

What it will not do

This is the gathering, so the person you pay for judgement isn’t also being paid to chase you for receipts. Nothing here is tax advice — get your own position confirmed by someone qualified. Every employee lands paused, and you choose which accounts it can use.

Who it’s for

Anyone inside the Construction Industry Scheme, and sole-director limited companies keeping their own records. CIS is wider than most people expect: it covers building work, alterations, repairs, decorating, groundwork, landscaping, demolition, and installing heating, lighting, air conditioning and CCTV. In our own list of 799 UK trade companies, 9 of the 21 trades were CIS-liable — 360 companies, 45% of the list.

The return is due on the 19th of every month, the date doesn’t move for a weekend or a bank holiday, and it is £100 the day it is late. Since 6 April 2026 nil returns are mandatory again, so a month with no subcontractor payments still needs one. Our plain-English guide to the CIS and MTD deadlines sets out what we checked and when.

Questions people ask

Does it connect to Xero or QuickBooks?

No. The accounting connectors are not working, and we’d rather tell you than let you find out. It works from the records you hand it — files, exports, a spreadsheet, photographs of receipts.

Does it file my CIS return?

No. It gathers the month’s records into one pack. Filing stays with you or your accountant, and the CIS deadline is still the 19th.

Does it do my tax return, or tell me what I owe?

No, and nothing it produces is tax advice. It does the gathering. Judgement, filing and signing anything off stay with the person you pay for them.

My books are a shoebox. Is that a problem?

That’s the case it’s for. It reads what you give it rather than asking you to retype a year into something new first.

Can I use it for MTD quarters as well as CIS months?

The period is yours to set. A month, a quarter or a year — the job is the same: the records for that period, in one place.

Does it chase my customers as well?

That’s a different employee. Overdue Invoice Follow-up works the money coming in; this one works the records going out.

One pack, not a shoebox.

Hire Accountant Pack Preparer

Start free — 2 employees and starter capacity included.

Also on iOS and Android.

Every employee starts switched off, and you choose which accounts it can use.