Mach Lilies
MTD Client-Chasing Readiness Scorecard
In 3–5 minutes, see whether your practice's client-record chasing workflow is a manual drag, automation-ready, or scale-ready for Quiet Quarter.
Built for UK accountancy and bookkeeping practices preparing for heavier MTD record-chasing.
No sensitive access neededTakes 3–5 minutesBuilt for accountancy practicesResults shown instantly
Find the weak points before MTD makes them louder.
Most practices already have the ingredients for better client-record chasing: inboxes, folders, templates, trackers, and staff judgement. The problem is that the workflow is often manual, scattered, and hard to measure. This scorecard helps you see where the drag is.
- How much staff time is being lost to chasing?
- Are replies and attachments easy to track?
- Is the workflow clean enough for safe automation?
- Would Core or Plus be the better first step?
- What should stay human-led?
Your result will show
Your readiness level
Manual Drag, Automation-Ready, or Scale-Ready.
Your likely bottleneck
Volume, messy data, scattered inboxes, unclear ownership, weak templates, or exception handling.
Suggested next step
A safer manual cleanup, Quiet Quarter Core, or Quiet Quarter Plus.
Questions to discuss on a fit call
So the first conversation starts with your workflow, not a generic AI pitch.
This scorecard is a practical self-assessment, not tax, accounting, legal, or regulated advice. Results are indicative and based on the answers provided.
The scorecard
Answer the workflow questions below. Nothing here asks for client records or system access.
0 of 14 answered
A few questions still need an answer.
Chasing pain — / 24 · Workflow readiness — / 24
Where the drag shows up most: —
Manual Drag
Your result: Manual Drag
Your practice appears to have meaningful chasing pain, but the workflow may need clearer tracking, ownership, templates, or exception rules before safe automation.
Likely bottlenecks
- Too much chasing lives in people’s heads.
- Replies and attachments may be scattered.
- Tracker updates may be inconsistent.
- Approval ownership may need clarifying.
Suggested next step: Start with a workflow fit call. We will identify what can be automated safely, what needs cleanup, and what should stay human-led.
Automation-Ready
Your result: Automation-Ready
Your practice appears to have enough structure for a controlled Quiet Quarter workflow, especially if one main chasing process is causing repeated admin drag.
Likely bottlenecks
- Staff are spending time on repeatable chase steps.
- Replies and attachments need classification and filing.
- Trackers need more consistent updates.
- Exceptions need clearer routing.
Suggested next step: Quiet Quarter Core may be the right first conversation.
Scale-Ready
Your result: Scale-Ready
Your practice appears to have enough chasing volume and workflow structure to consider Quiet Quarter Plus.
To help practices prepare for heavier MTD record-chasing, eligible accountancy and bookkeeping practices can access Quiet Quarter Plus for Core pricing until 31 January 2027.
Likely bottlenecks
- High client-chasing volume.
- Multiple recurring workflows.
- Need for templates, exception routing, reporting, and staff handover.
- MTD pressure may increase the cost of staying manual.
Suggested next step: Quiet Quarter Plus may be worth discussing first.
Keep Watching
Your result: Keep Watching
Your current chasing workload may not yet justify a full Quiet Quarter setup, but it is worth preparing your workflow before MTD pressure increases.
What to tighten now
- Tighten your tracker so one agreed list drives the chase.
- Standardise your chase wording into reusable templates.
- Agree filing rules for replies and attachments.
- Name who would approve drafts when you do automate.
Suggested next step: Use the checklist to tighten your tracker, templates, filing rules, and approval ownership.
This scorecard is a practical self-assessment, not tax, accounting, legal, or regulated advice. Results are indicative and based on the answers provided.
Get your result and next steps by email
Leave your details and we will send your result with a short, practical note on what to tighten or discuss first.
We reply within one business day.
Prefer to just talk it through?
Book a 20-minute fit call. We will tell you whether Quiet Quarter is a good fit, what can be automated safely, and what should stay human-led.