Company
The pilot is one workflow, run for six weeks at one practice, supervised and measured against how you do it today. It's for UK practices of 5 to 20 staff, with a partner who'll own the review. Send an enquiry or email us today.
Which clients' quarterly updates need attention, the evidence behind each, and draft chasers for missing records. Your reviewer checks who's in scope, the dates and the wording, and submission stays in your MTD-recognised software. For 2026–27, HMRC doesn't charge penalties for a missed quarterly-update deadline, but the records and updates are still required.
One entity, one source we support and a fixed format, with totals checked against the source and commentary linked to the figures. Your partner approves the explanation and the release to the client.
Pilot
One workflow, an agreed set of clients, the reviewer, permission to use the data, costs and the exit, all in writing. Nothing starts until we've shown you the set-up and its controls.
We time how your practice does the work today, on typical items, and check the quality of the source records.
The Clerk prepares; your reviewer checks and corrects. Your existing process carries on alongside. Cast & Rule sends nothing to a client and files nothing with HMRC. Release stays manual, in your own software.
Net time, including review and corrections, errors caught and running cost, set against week 1. You decide: stop, change things, carry on under agreed terms, or try a second workflow. Exporting or deleting the pilot data is part of the exit.
Open now
Tell us about your practice and the workflow you'd like to try first. We need only your name, your practice, a work email, its size and that workflow; anything else is optional. Please leave out any client information.
A partner reads your enquiry and answers it personally. We use your details only to reply to you.
A few questions about how your practice does the work today and the workflow you chose, so we can both see whether a pilot makes sense.
If it fits, the workflow, clients, reviewer, costs and exit are agreed in writing. Nothing starts until you've seen the set-up and its controls.
Proof comes in stages. Each stage below says what it proves and whether we have it.
| Stage | What it is | What it proves | Today |
|---|---|---|---|
| Now | The product tour, the policy template and checklist with their sources, and the estimator with its labelled assumptions. | How the product works and how we work. | Available |
| First working slice | A recorded demonstration on made-up data: intake, source checks, a query, a correction and review. | The path we support, on stated inputs. Not every client or tax situation. | Not yet |
| First practice result | An anonymised result, published with consent, with its sample, how we measured the starting point, the review load and costs. | A result at one practice, not a sector average. | Not yet |
| First case study | A named practice, the exact workflow and period, measured results and limits. | Evidence a buyer can trust, published only with permission. | Not yet |
The pilot is where the partnership starts. If the first workflow is accepted and the numbers work for both sides, we add the next one, built around how your practice works.
Two ways to run it: managed by us, or fully local.
Questions partners ask
We set out any fee, hardware and support costs in writing, with the scope, who does what and how it ends, before anything starts.
Yes, one machine in the office. You can buy it to our specification or we can supply it set up. There are two sizes: a compact desktop for everyday work and a high-memory workstation for heavier jobs. We confirm sizes and prices from our own testing before any pilot starts.
The hours estimator works it out from your own numbers, and the pilot measures it at your practice.
No. Cast & Rule works alongside the software you already use. The pilot starts from an export or read-only access, and filing stays in your existing MTD-recognised software.
No. One workflow per practice first: a review of a group of clients' MTD quarterly updates, or a management pack. More follow only if the first is accepted and the numbers work for both sides.
You stop. At week six we review the results together and agree whether to stop, change things, carry on under agreed terms, or try a second workflow. Exporting or deleting the pilot data is part of the exit.
No. We don't train or adjust models on your clients' content; the AI reads it only to do the task you asked for. A model tuned to your firm uses only material a person has approved and redacted, and only with your approval.
One practice first
Five screens from a partner's day. No sales call.