Partner event.

Online
Free to attend for all
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Event summary

Learning outcomes

  • Learn how to identify and segment clients who need assisted digital support.
  • Get insights into practical workflows for clients who cannot or will not use bookkeeping software.
  • Discover how to protect your firm from risk while meeting HMRC’s requirements.
  • Find out more about service models (“Do It With Me”, “Review My Work” and “Do It For Me”) that work in the real world.

Making Tax Digital (MTD) for Income Tax Self Assessment (ITSA) goes live on 6 April 2026 - is your practice ready for the next phase of tax modernisation?

In partnership with Sage, we are bringing you a dedicated MTD webinar roadshow designed to help you understand and prepare for the changes with confidence. 

Join the fourth webinar of the series to explore how firms can confidently support non-digital, digitally-reluctant, vulnerable, or low-engagement clients while protecting capacity, quality, and compliance. 

You’ll learn practical strategies for segmentation, communication, assisted digital support, and designing service tiers that work for both your firm and your clients.

We’ll also cover emerging HMRC guidance, risk considerations, and how to use partial automation to keep these clients on track without overwhelming your practice. 

Other webinars in the MTD roadshow series

Don't miss the rest of the series. Register for each upcoming session below to ensure your fully prepared for MTD.

You can re-watch past webinars from the series on the ICAS on-demand page.

CPD Event

Counts as CPD

Depending upon your individual role and training and development needs, attending this event can count towards your annual Continuing Professional Development (CPD) requirement.


Sponsored by:

Sage

Who is this for?

  • ICAS students and members
  • Non-members
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Event speakers

  • David Menzies CA (Event chair)Director of Practice, ICASDavid provides strategic leadership and management of the ICAS Practice Team within Professional Standards, ensuring that practitioners receive guidance, advice, and support where necessary. He also provides advice, guidance and support to ICAS Insolvency Licence holders through specialist technical knowledge with the objective of influencing UK and Scottish insolvency policy, practice and legislation.

  • Chris DowningDirector of Product Management for Accountants and Bookkeepers, SageChris is Director of Product Management for Accountants and Bookkeepers at Sage. He brings 19 years of experience as an accountant in practice with a passion to enable businesses to make best use of technology.

Event contact details

Contact the events team