Digital Bookkeeping UK

Digital Bookkeeping

Digital Bookkeeping Services for UK
Accountancy Practices

MTD-compliant, cloud-based bookkeeping that keeps your clients’ records
digital, linked and ready for every VAT return and quarterly update.

THE DIGITAL MANDATE

Digital Records
That Work the Way
HMRC Now Requires

Making Tax Digital has changed what "keeping the books" means. Every VAT-registered business must keep digital records and use compatible software to submit VAT Returns. From 6 April 2026, sole traders and landlords with qualifying income over £50,000 must use Making Tax Digital for Income Tax, with the threshold falling to over £30,000 from 6 April 2027 and over £20,000 from 6 April 2028.

Unison Globus helps UK practices — including ICAEW, ACCA, ICAS, CIMA, CIOT/ATT and AAT firms — move clients onto clean, fully digital bookkeeping workflows and maintain them throughout the year. We do not just scan and upload: we build compliant digital workflows from source document capture through to VAT Returns and MTD updates.

Transactions captured, coded and reconciled in the cloud as they happen, rather than rebuilt at year-end

An unbroken digital link from source document to VAT Return or MTD update, reducing the need for re-keying

Paper-based and spreadsheet records migrated into Xero, QuickBooks, Sage or FreeAgent

Quarterly figures prepared and ready for review ahead of MTD submission deadlines

Discuss Your Digital Bookkeeping Requirements

Need additional capacity for digital bookkeeping, VAT, reconciliations, management accounts or month-end work?

Speak with our team about your requirements and explore how our accounting professionals can support your practice with structured, review-ready deliverables.

✓ UK-focused bookkeeping expertise
✓ Flexible support and hiring models
✓ 10-hour free trial available

Get in Touch!

    350+ CLIENTS GLOBALLY
    20+ YEARS OF EXPERIENCE
    500+ TALENTED PROFESSIONAL
    65% REFERRAL BUSINESS
    48hrs ONBOARDING PROCESS
    WHAT WE HANDLE

    Our Digital Bookkeeping services

    Support across digital bookkeeping, VAT, management reporting, year-end accounts, tax preparation and payroll, integrated with your firm's existing systems and review processes.

    Digital Record Keeping

    • Transaction recording in MTD-compatible software
    • Digital records capturing date, amount, description and VAT treatment
    • Secure cloud storage of source documents

    Receipt & Invoice Capture

    • Dext, AutoEntry and Hubdoc setup and processing
    • Supplier bill extraction and publishing
    • Duplicate and anomaly checks

    Bank Feeds & Reconciliation

    • Live bank and credit card feed setup
    • Bank rules and auto-matching
    • Daily or weekly reconciliation with exception reporting

    MTD for VAT Support

    • VAT coding and control account reconciliation
    • VAT return figures prepared in compatible software
    • Digital links reviews for multi-software clients

    MTD for Income Tax Support

    • Sole trader and landlord records set up for quarterly updates
    • Quarterly summaries prepared for submission by HMRC deadlines
    • Records ready for the year-end final declaration

    Cloud Migration & Digitisation

    • Moving clients from paper, desktop or spreadsheets to cloud software
    • Opening balance and historical data conversion
    • Bridging-software setup for clients who stay on spreadsheets

    Digital Reporting

    • Monthly and quarterly P&L, balance sheet and cash flow
    • Aged debtors and creditors from live data
    • Dashboards and KPI packs

    Catch-up & Cleanup

    • Backlog processing to bring records up to date
    • Correcting miscoded transactions and unreconciled items
    • Getting late clients MTD-ready before their start date
    THE COMPLIANCE CLOCK

    Why Digital
    Bookkeeping
    Can't Wait

    01

    MTD for VAT

    Digital records and compatible software are mandatory for all VAT-registered businesses.

    02

    Digital links

    Where more than one program is used, data must move digitally. Copy-and-paste between programs isn't compliant.

    03

    MTD for Income Tax

    Quarterly digital updates for sole traders and landlords over £50,000 from 6 April 2026, over £30,000 from 6 April 2027 and over £20,000 from 6 April 2028.

    04

    Quarterly deadlines

    Updates are due every quarter, so bookkeeping has to be current throughout the year, not once a year.

    How we approach digital bookkeeping

    With 20+ years of experience, Unison Globus treats digital bookkeeping as a continuous, linked process rather than periodic data entry.

    How our teams work with your firm

    • Dedicated digital bookkeepers assigned to your practice and client portfolios
    • Daily or weekly bank-feed reconciliation, so books are always current
    • Consistent coding rules and bank rules set up per client
    • Digital-link checks built into every workflow
    • Outputs in your format, ready for review or submission

    Our digital bookkeeping workflow

    1

    Capture

    Receipts, invoices and bills collected digitally via Dext, AutoEntry or Hubdoc, or forwarded by email or the mobile app.

    2

    Code

    Transactions categorised with VAT treatment applied, using client-specific bank rules.

    3

    Reconcile

    Live bank and card feeds matched daily or weekly, with exceptions flagged to you.

    4

    Review

    Multi-level checks before period close, plus a query log for anything needing client input.

    5

    Report & submit-ready

    VAT return figures, MTD quarterly summaries and management reports prepared for your approval.

    OUR PROCESS

    How Our Delivery Model Works

    When you partner with Unison Globus, you get a structured delivery model built around consistency, accountability, and data security.

    Structured Workflows and Execution

    • Defined workflows and checklists for every task
    • Standardised processes to ensure consistency across deliverables
    • Timelines aligned with VAT filing and MTD quarterly deadlines

    Dedicated Point of Contact

    • Single point of contact for communication and coordination
    • Direct access to your team during UK hours (GMT/BST)
    • Faster resolution of queries and updates

    Regular Check-ins and Reporting

    • Daily or weekly updates based on your preference
    • Task tracking with clear status visibility
    • Scheduled review calls before each quarter-end

    Quality Control and Review Layers

    • Multi-level review before final delivery
    • Error tracking and continuous improvement
    • Outputs aligned with your firm’s standards

    Data Security and Compliance

    • ISO 27001 & ISO 27701:2019 certified information security processes
    • AICPA SOC 2 Type II compliant systems and GDPR-ready processing
    • Controlled, role-based access and secure data environments

    Flexible and Scalable Team Support

    • Easily scale team size based on workload
    • Extra capacity at quarter-ends and during MTD implementation
    • Continuity maintained even as capacity changes

    Aligned Tools and Working Environment

    • Work inside your cloud stack: Xero, QuickBooks Online, Sage, FreeAgent, plus Dext, AutoEntry and Hubdoc
    • Maintain digital links between relevant systems for MTD for VAT

    Hire Dedicated UK-Trained
    Accounting Experts in India

    Build capacity with UK-trained bookkeepers who work inside your cloud systems and HMRC timelines.

    Flexible Hiring Models

    Full-Time Dedicated Accountant

    Ongoing dedicated capacity

    • 8 hours a day, aligned to UK time (GMT/BST)
    • Works as an extension of your internal team
    • Best suited for ongoing digital bookkeeping
    Hire Full-Time
    Recommended for MTD

    Part-Time Accounting Support

    Ongoing dedicated capacity

    • Flexible hours based on workload
    • Suitable for ongoing accounting support
    • Easy to scale up when needed
    Hire Part-Time

    Prepaid Block of Hours

    £18.50/ hour

    Minimum 50 hours · prepaid upfront · no expiry

    • Minimum 50 hours at £18.50 per hour
    • Prepaid upfront with no expiry
    • Use hours as and when required
    Buy Block of Hours

    Not sure which model fits? Start with a 10-hour free trial.

    Book 10-Hour Free Trial

    Who we support

    UK accountancy practices scaling their client portfolios

    Firms managing recurring bookkeeping,
    VAT and accounts workloads

    Practices needing additional capacity during January and year-end

    Firms preparing clients for MTD for Income Tax

    Practices looking to increase capacity without
    adding permanent in-house headcount

    Firms seeking flexible support for ongoing or seasonal workloads

    Unwavering

    Commitment to Data
    Security & Confidentiality  

    Unison Globus, ensuring strict adherence to global data security protocols, giving your clients peace of mind with every engagement.
    Our adaptable delivery strategy provides full-time, part-time, or ad hoc accounting services. Through the use of safe technology, we assist UK companies in lowering risks, saving money, and increasing productivity and profitability.
    Know More

    Software Landscape

    Xero cloud accounting software
    Intuit QuickBooks Online
    Sage accounting software
    FreeAgent accounting software
    Dext receipt and invoice capture
    AutoEntry data capture software
    Hubdoc document capture
    Capium cloud accounting software
    IRIS accounts production software
    Clever Accounts software
    TESTIMONIALS

    Trusted by 350+ Firms Globally

    We have been outsourcing work to Unison Globus for a number of years now. As a growing Practice with severe peaks in workload, we find Unison Globus is the perfect partner to meet our outsourcing needs. Our relationship with Unison Globus is a true partnership, with excellent communication between our teams and exceptional turnaround times. Our relationship provides excellent value for money and is helping our Practice grow and thrive. We highly recommend Unison Globus as your 'go to' outsourcing partner.

    Alan Woods

    Founder
    Woods Squared Limited

    I have been working with the Unison team for over 10 years. I am delighted with the quality of work and ongoing support which has underpinned my Practice growth since 2014. As a sole proprietor, I need to outsource work to a reliable supplier to enable me to focus on growth and supporting clients. The Unison Team is truly part of my Practice 'family' and I have no hesitation in recommending them when choosing to outsource work.

    Ashwin Patel

    Founder and sole director
    Arthur and Conway Accountants Ltd.

    We have been outsourcing work to Unison Globus since 2018. We began working with Unison to help manage backlogs of bookkeeping and accounting work and were delighted with the quality of work and impressive turnaround times which really helped us at a time of exceptional growth. We appreciate the flexibility Unison provides to increase resources as we need them and have used the offshore team to help build capacity as our Practice grows. Our relationship provides excellent value for money.

    Kim Redwood-Lee

    Managing Director
    Oscar Fairchild Accountancy and Bookkeeping

    We have been outsourcing Payroll, Bookkeeping and year-end accounts preparation work to Unison Globus since 2018. Our business model requires us to work flexibly across a diverse range of clients and, to achieve this, we decided at an early stage to commission services from Unison using a full time accountant option. We are delighted with the quality and timeliness of work produced by the Unison team. The team at Unison Globus seek to add value in everything they do.

    Adam Gunnell

    Director
    Palmers Business Support Ltd
    EXPLORE OTHER SERVICES

    Explore Our Other Services

    As your practice grows, your requirements often go beyond digital bookkeeping. Unison Globus supports UK firms across additional areas to ensure continuity and control.

    Accounting & Bookkeeping

    Full-scope outsourced accounting, from ledgers to management reporting.

    MTD for Income Tax

    Quarterly digital updates and final declarations for sole traders and landlords.

    VAT Services

    VAT returns, scheme handling and MTD for VAT submissions.

    Year-End Accounts

    FRS 102 / FRS 105 statutory accounts with iXBRL filing to Companies House.

    Self-Assessment Tax Returns

    SA100 and SA800 returns prepared accurately and on time.

    Payroll Services

    End-to-end PAYE, RTI and auto-enrolment payroll processing.

    Looking for something specific?

    Explore All Services

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    FAQs

    Recording business transactions in MTD-compatible software, with records showing the date, amount and description, and submitting updates to HMRC through compatible software. Paper records and manually re-keyed spreadsheets do not meet the digital record-keeping requirements.

    Yes, if the spreadsheet is used with compatible bridging software and every transfer between programs is made through a digital link. We can support clients who prefer to retain spreadsheets as part of their bookkeeping process.

    A digital link is a transfer of data between software programs, such as an API connection, CSV import or linked cells. Copy-and-paste does not qualify. We review digital links for clients using more than one system.

    Sole traders and landlords with qualifying income over £50,000 from 6 April 2026, over £30,000 from 6 April 2027 and over £20,000 from 6 April 2028.

    Yes. We can support setup, opening balances, historical data conversion, bank feeds and bank rules, followed by ongoing bookkeeping support.

    Xero, QuickBooks Online, Sage, FreeAgent, Dext, AutoEntry, Hubdoc, Capium, IRIS and Clever Accounts.

    Through structured checklists and multi-level review before delivery. We are ISO 27001:2022 and ISO 27701:2019 certified, with SOC 2 Type II-compliant systems, UK GDPR-aligned processing, encrypted data exchange and role-based access.

    Onboarding is typically completed within 48 hours of finalising requirements.

    Yes, we offer a 10-hour free trial so you can see how our team works before committing.

    Get Your Clients Digital,
    Linked and MTD-Ready

    Whether you want to outsource digital bookkeeping services, support a cloud migration project or add quarter-end capacity, Unison Globus gives your practice a structured way to manage it.

    Start with a simple conversation or try our services with a no-obligation trial.

    What You Can Do Next
    • Discuss your requirements with our team
    • Explore the right hiring model for your firm
    • Start with a 10-hour free trial
    Hire Us