Digital bookkeeping: building client habits that stick

21 October 2026, 11:00am

Chasing clients for missing receipts and paperwork is one of the most frustrating parts of running a practice - especially as quarterly MTD deadlines get closer.

Whether you run client bookkeeping as a service or leave it in their hands, digital collaboration is now non-negotiable - and can free up valuable team capacity. But getting clients to build these new habits is often easier said than done!

Join host Gem Malek (FreeAgent) alongside practice growth specialist Shane Lukas (AVN - The Accountants’ Network) and consultancy expert Caroline Boardman (Caroline Boardman Consulting Limited) for a practical, CPD-accredited session on getting clients to adopt digital bookkeeping habits and streamlining your firm’s workflows.

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You’ll leave the one-hour webinar with:

practical, tried-and-tested change management strategies to get even your most tech-resistant clients submitting paperwork promptly
clear tactics to eliminate the quarterly chase and shift to a smooth, continuous data flow
insights on client psychology to help you balance full-service versus self-service clients and ease the MTD rush without undermining your fees
one CPD point

Who is this for?

Accountants and bookkeepers
Practices looking to streamline client routines and administrative workflows
Anyone preparing for MTD who wants to eliminate quarterly bottlenecks

We’ll also share a live demonstration showing how features like Smart Capture, bank feeds and bank transaction explanation approvals via the mobile app.