Recognised by HMRC for Making Tax Digital
Briefcase
AI bookkeeping software that reads your receipts and bank transactions, codes them and keeps a full ledger, with MTD for Income Tax quarterly updates and VAT returns on every plan. Plans are priced by how much paperwork Briefcase processes each quarter.
Web
In HMRC’s software finder since 17 April 2026. About this date
HMRC’s software list says Briefcase covers sole trader and UK property income and can send your tax return. What HMRC’s list says
Who Briefcase suits
Sole traders and landlords who would like the bookkeeping done for them rather than typing it in, landlords with several properties, joint owners or letting agent statements, and people with both self-employment and rental income who want one licence for both.
Plans and prices
| Plan | Price | Notes |
|---|---|---|
| Low | £19/mo |
|
| Medium | £39/mo |
|
| High | £79/mo |
|
| Ultra | £119/mo |
|
Good to know
Briefcase began as bookkeeping software for accounting firms, and its Ledger product now serves sole traders and landlords directly: the pricing page lets you start a trial for your own business, and Briefcase says you do not need an accountant to use it. Every plan has the same features, including MTD filing and VAT returns, and the plans differ only in how many invoices, receipts and bank transactions Briefcase processes each quarter. The cheapest plan, Low, allows 75 invoices and receipts and 300 bank transactions a quarter, and Briefcase moves you up a plan automatically if you go more than 10% over unless you switch that off. Briefcase says one licence covers sole trade income and any number of UK or foreign properties, that each property gets its own profit and loss, and that it can split figures between joint owners when it sends them to HMRC. Its help article says you can file your quarterly updates and year-end return from Ledger. Briefcase launched Ledger in March 2026 and its launch note said HMRC submissions would follow shortly; its home page now says quarterly Income Tax updates go straight to HMRC. Prices are shown plus VAT. There is a 14-day free trial but no free plan. Briefcase lists expense and mileage claims for staff to submit for approval, but we did not find a mileage tracker for your own journeys. Documents can be sent by WhatsApp, email or web upload, and we did not find a mobile app or anything about furnished holiday lets. We checked this on 25 October 2026.
What it can do
‘No’ means Briefcase’s own pages did not show it when we checked on 25 October 2026. The product may still do it, so ask Briefcase if it matters to you.
‘Not stated’ means Briefcase’s own pages said nothing about it either way when we checked.
What Briefcase works with
- Bank feeds
- Connects to more than 82 UK banks and institutions through Open Banking, or reads uploaded bank statements, including PDFs, and turns them into a bank feed. Briefcase’s page about bank feeds
- Receipts
- Send a photo of a receipt from your personal WhatsApp number and it lands in your Briefcase inbox, ready to be read and processed. Briefcase’s page about receipts
- Your accountant
- An accountant who uses Briefcase can invite you to Ledger by a sign-up link or email and work on the same books with you. Briefcase’s page about working with an accountant
- Payroll
- Not stated
- Spreadsheets
- Opening balances can be imported from a trial balance saved as CSV or Excel from Xero, QuickBooks, Sage, FreeAgent or a spreadsheet. Briefcase’s page about spreadsheets
We read this on Briefcase’s own pages on 25 October 2026. ‘Not stated’ means Briefcase’s own pages said nothing about it either way.
What HMRC’s software list says about Briefcase
HMRC’s software list says Briefcase can send your tax return. HMRC’s list marks each feature as available now or intended for later. ‘Not stated’ means HMRC’s list says nothing about that feature for Briefcase either way. This is what HMRC’s list says, not something we have tested ourselves, and the same answers for every product on HMRC’s list are set out together.
Who HMRC lists it for
- Individuals
- Available
- Agents, such as accountants
- Available
- Sole trader income
- Available
- UK property income
- Available
- Sending quarterly updates
- Available
Your tax return and other income
- Sending your tax return
- Available
- Foreign property
- Available
- Construction Industry Scheme (CIS)
- Intended
- Employment (PAYE)
- Intended
- UK dividends
- Intended
- UK interest
- Intended
- Capital gains
- Intended
How it works
- Bridging software that connects to your records
- Not stated
- Calendar update periods (1 April to 31 March)
- Available
- A free version
- Not stated
- Welsh language
- Not stated
Accessibility
- Blindness or impaired vision
- Available
- Deafness or impaired hearing
- Available
- Motor or physical difficulties
- Available
- Cognitive impairments
- Available
This is HMRC’s list as it stood on 30 October 2026. A date beside a feature is when HMRC’s list changed it from intended to available. HMRC’s software finder shows the current answers. How we read HMRC’s list
What HMRC’s Self Assessment software list says about Briefcase
If you are sending a Self Assessment return for the 2025 to 2026 tax year, HMRC keeps a separate list of commercial software for that yearly return, apart from its MTD software list.
HMRC’s Self Assessment software list, as we read it on 31 October 2026, names no product from Briefcase Tech Ltd, the company that provides this software.
GOV.UK last updated HMRC’s list on 23 October 2026, and we read it on 31 October 2026. HMRC does not endorse Acrenvo or any product in its list. HMRC’s list of software for your Self Assessment return
Questions about Briefcase on HMRC’s lists
Is Briefcase on HMRC’s software list for Making Tax Digital?
HMRC’s software list for Making Tax Digital for Income Tax, as it stood on 30 October 2026, includes Briefcase. It has been in HMRC’s software finder since 17 April 2026.
Does HMRC’s software list show Briefcase as able to send your tax return?
HMRC’s software list as it stood on 30 October 2026 marks sending your tax return as “Available” for Briefcase.
We checked these prices on Briefcase’s website on 25 October 2026. How we compare products
If a price or plan here has changed, please tell us at hello@acrenvo.com and we will check it on Briefcase’s own site.
Once you have chosen, the guide After choosing software: getting it ready for MTD, as GOV.UK explains covers the steps that come next.