Accountancy & Tax.

Repetitive reasoning over structured evidence, under a regulator's eye. The work is consistent in shape from client to client; the numbers and documents are not. This is the shape AI-augmented software was built for, and it is where margin is leaking most visibly after the April 2025 cost shock.

Mid-sized practices - 50 to 300 staff across audit, tax advisory, accountancy - run a back office that is saturated with form-heavy, document-heavy, decision-heavy process. Partner eyeball is rationed. Paralegal and junior time is the constraint on throughput. What is missing is software that is explicit about the regulatory tests it is applying, cites its sources, and sits inside the stack the firm already pays for.

AWorkflows we build here

01
HMRC investigation document pack

For enquiries, COP8 and COP9 matters: ingest disorganised client history, produce a dated, privilege-aware case timeline with a partner pre-brief and a "likely HMRC questions" list, all cited back to source pages.
02
IR35 SDS determination

Rules engine with the HMRC tests codified - mutuality, control, substitution, financial risk, integration - and an LLM layer that reads the contract plus working-practices statement. Low-risk green-lit, edge cases to a paralegal queue.
03
R&D claim preparation

Structured interview with the technical lead, evidence captured against the two-part test, draft technical narrative and costing worksheet produced for senior review. Keeps a claim defensible under HMRC scrutiny.
04
Client onboarding & AML intake

Self-serve onboarding with AI-guided form completion, ID verification via a specialist vendor, risk-rated routing. Practice management and Sage synced; signature and storage automated.

Crofter Build · HMRC investigation pre-brief Specimen · v1

Enquiry HMRC notice under Code of Practice 9 Scheme disclosure · tax years 2018–22 · loan-charge adjacent

Client [Client name · privilege-redacted in pack] Self-assessment + SDC trust arrangements · evidence cited §3

Matter opened 19 February 2026 · 09:42 GMT Ingested from firm document store · 186 documents · seven HMRC letters

Supervising partner [Partner name · sign-off field] HMRC correspondence routed via partner queue · no auto-send

Timeline entries 54

dated events, cited to source

Likely HMRC questions 11

pattern-matched from prior COP9s

Evidence gaps 3

flagged for client follow-up

Produced in-firm by Crofter Build · wired into the document store Specimen – not from a live deployment

Fig. 01 · HMRC investigation pre-brief cover, typeset in the Crofter house style. Reference numbers and names are placeholders.

First published case study in Accountancy & Tax expected Q3 2026. Named client, measured numbers, or nothing.

Adjacent: Recruitment · Law.

Accountancy & Tax.

COP9 enquiry response – partner pre-brief pack