Maneta sorts each client’s records before you open them and keeps a log of what it did and why. You ask the client only what the log cannot answer, then sign off.
Individuals’ UK capital gains and crypto income. Companies and trusts are out of scope.
ASAlex SampleTax year 2025/26In review
Handled before you opened it · 195
41 duplicates counted onceThe same trades were in the exchange key and in an uploaded file. Both records are kept.
58 transfers linkedSent from one of the client’s sources and received by another.
96 values taken from market pricesThe source gave no pound value for these.
Still needs a person · 1
1,200 XRP sent on 12 Aug 2025To an address Maneta does not know. Only the client can say what it was.We need to ask
One workspace for every client’s return.
Home
What needs you today across all clients: answers that have come in, sign-offs waiting, figures that changed.
Clients
Every client’s stage for the tax year, as a list, a queue or a board.
Handled, for each client
The same log the client sees: every automatic change and every decision, with the reason.
Requests and questions
Ask for a statement or a missing source; ask about one item. The client answers in their own account and you see it in the Inbox.
Report pack and sign-off
The Accountant’s report (PDF) and the working files, and a Partner’s sign-off of a specific version.
Activity
Who in the firm did what, and when, for every client.
A client’s stages for a tax year
Awaiting data
Data complete
In review
Ready to file
Submission recorded
A Partner’s sign-off is your firm’s approval of the figures. It is not a filing: Maneta never files, the client confirms their own figures, and you file in your own practice software.
Three roles, stated plainly.
Role
Can
Cannot
Partner
Everything a Preparer can, and: sign off a client, invite and remove colleagues, change the plan.
Confirm a client’s figures or file for them.
Preparer
All client work: read records and the log, send requests, ask questions, make corrections where the client allows it, prepare the report pack.
Sign off, manage the team or change the plan.
Client
Use their own Maneta account, answer what you ask, decide what your firm may do, and remove your access at any time.
See your workspace, your other clients or your firm’s notes. A client is never a member of the team.
PartnerCan: Everything a Preparer can, and: sign off a client, invite and remove colleagues, change the plan.Cannot: Confirm a client’s figures or file for them.
PreparerCan: All client work: read records and the log, send requests, ask questions, make corrections where the client allows it, prepare the report pack.Cannot: Sign off, manage the team or change the plan.
ClientCan: Use their own Maneta account, answer what you ask, decide what your firm may do, and remove your access at any time.Cannot: See your workspace, your other clients or your firm’s notes. A client is never a member of the team.
The firm pays. Clients do not.
Paid yearly
Solo
£399a yearSave £69 a year
A sole practitioner or a small book of crypto clients.
Clients are coveredWhile a client is linked to your firm they have everything in Plus, whatever they pay for themselves.
Colleague seatsEach plan includes a number of colleague seats for your Partners and Preparers.
What uses a seatA client who has joined, and an invitation still open. A client who only shares figures with you, view only, uses none.
Every feature on every planThe plans differ only by seats.
The client decides what your firm can do.
Joining is the client’s choice
A client joins your firm from their own account, and can remove your firm’s access whenever they like.
Corrections are a separate permission
Letting your firm make corrections is optional, and the client’s to switch on or off. With it you can make four kinds of correction:
Change what a transaction was
Link or unlink a transfer
Add a value or a cost, with evidence
Mark or unmark a duplicate
Each is recorded as “Your accountant” in the client’s log, and they can undo it. Without the permission you can only ask.
You never sign for the client
Nobody at a firm can confirm a client’s figures or file for them. A Partner’s sign-off is the firm’s own, and it is marked out of date if the figures change afterwards.
Professional obligations
Your professional duties stay yours
Identity checks on your clients and your record-keeping duties stay with your firm. Maneta does not carry them out for you.
No approval is claimed
Maneta claims no approval by any professional body.
A standing rule is the client’s
You can answer and correct with a reason. “Do this from now on” is only ever the client’s to set; your firm cannot set a rule for them.
See it with made-up clients firstThe sample firm has eight clients. Nothing in it is real, and you need no account. Already invited by a client? You can see up to 3 clients’ figures, view only, without a firm plan.