Now in private pilot with UK firms

Tax intake,
finally automated.

Ezra reads your clients’ WhatsApps, chases what’s missing, and hands your team a prepared return ready to review and submit. The intake and prep work just runs.

Book a 30-min demo →See how it works
For UK accountancy firmsWhatsApp-firstNo client portal
5–7 hrAdmin reclaimed per return
Every ruleCited to its HMRC source
24/7Ezra chases at any hour
How Ezra changes the work

The bit that costs you most is the bit a machine should do. Ezra does it.

For your clients

WhatsApp is where they already are

P60s, receipts, signatures, replies — straight from their phone. No portal to log into. No password to lose. No instructions for clients to mistype.

Ezra opens directly to your firm’s number. The client’s side of intake stops being a friction.

O
Ezra · Bright & Mason LLP
online
Hi Sarah — quarterly intake’s open. Need your P60 and Q3 SO confirmations.
P60.PDF
Tap to view
Here’s the P60 — mortgage statement coming next.
Got it. P60 ✓ · Property 1 ✓. Still need Q3 SO for Flat 2B.
For your team

Ezra chases until everything’s in

Ezra knows what each return needs. It tracks what’s arrived, asks for what’s missing, and chases the client politely until they respond. Holiday auto-reply? Ezra waits. Wrong attachment? Ezra asks again.

Your team never opens an “any update?” tab again.

→“Hi Mike — still need your Q3 SO for Flat 2B”sent · Mon 14:02
…Holiday auto-reply detected — pause until Thupaused
→“Welcome back — Q3 SO when you get a sec?”sent · Thu 09:00
✓Statement received and loggedThu 09:18
✓Categorised: “Rent received”conf. 0.94 · cited
For the partner

Your team starts at review, not at intake

When Ezra hands the return over, every figure is categorised, every gap is flagged, every source document is linked. Your preparer starts at the part that needs an accountant — the review.

The hours you used to spend on chase calls go to advisory.

Client take-on88% saved
Chasing info95% saved
Categorising80% saved
Preparing return65% saved
Review & fileyour team
Ezra handles intake and prep. Your team owns review and submission.
What your preparer opens

A prepared return, not a pile of attachments.

Categorised. Cited. Tied back to source. Every line traceable to the WhatsApp it came from.

ezra · client review · sa105 · 25-26
Today’s queue
Howard, Sarahready
Okonkwo, Jamesready
Shah, Priya2 flags
Patel, Amanchasing
Chen, Weichasing
Transactions · Howard, S.
SO HOWARD J — 14 Flat 2BStanding order · 28 Apr
+£1,450.00Rent received
B&Q PLC GLASGOWCard payment · 22 Apr
−£187.40Repairs
NATIONWIDE BS BTLDD · 1 Apr
−£612.18Mortgage interest
JOHN LEWIS — KITCHENCard payment · 17 Apr
−£2,340.00Capital? Review
SA105 summary
Rents received£17,400.00
Allowable expenses−£3,184.20
Mortgage interest
20% relief applied£7,346.16
Property profit£14,215.80
Property income tax£1,374.27
Citation: ITTOIA 2005 s272A · PIM2058

See Ezra with one of your own client files.

A 30-minute call. We run Ezra over a real (anonymised) client file from your firm. You see what your preparer would see. If it fits, we discuss a paid pilot.

We’ll come back within 2 working days. No marketing list. Your details are used only to schedule the call.