Features

Built for how small UK firms actually work.

Every feature in Lodgr exists because a real accounting firm needed it. Nothing is borrowed from a US playbook.

HMRC Deadline Engine

12+ HMRC deadline types. Calculated automatically. Always accurate.

Lodgr knows the rules for every major HMRC and Companies House filing obligation. When you add a client, their deadlines are calculated from company data — no manual date entry, no spreadsheet formulas.

  • Deadlines calculated from Companies House data
  • Covers CT, SA, VAT, CH, PAYE, P60, P11D
  • Colour-coded status: upcoming, due soon, overdue
  • Automatic recalculation when periods change

Supported deadline types

Corporation Tax (CT600) 9 months + 1 day after accounting period end
CT Payment 9 months + 1 day after accounting period end
Self Assessment (SA100) 31 January following tax year end
SA Payment on Account (Jan) 31 January
SA Payment on Account (Jul) 31 July
VAT Return 1 month + 7 days after VAT period end
Annual Accounts (CH) 9 months after accounting reference date
Confirmation Statement 14 days after review period anniversary
P60 Employees 31 May following tax year end
P11D Submission 6 July following tax year end
PAYE Payment 22nd of each month (electronic)
Employer Payment Summary 19th of each month

Acme Ltd

Year-end accounts · 3 tasks

In progress

Baker & Co

VAT Q3 return · 1 tasks

Awaiting docs

Clark Trading

CT600 filing · 5 tasks

Review

Job & Task Management

Every engagement. Every task. One place.

Create jobs for each client engagement, break them into tasks, link them to deadlines, and assign them to team members. Nothing floats in isolation.

  • Jobs linked to clients and HMRC deadlines
  • Task-level assignment and status tracking
  • Filterable by client, team member, or deadline
  • No complex project management overhead

Document Request Tracking

Know exactly what you are waiting for — and who from.

Send document requests, track their status, and see at a glance what is outstanding across your entire client book. No more searching email threads.

  • Request documents with one click
  • Track status: requested, received, overdue
  • Client-level and firm-level views
  • Integrates with AI email drafting for follow-ups

Outstanding documents

Q3 VAT receipts

Baker & Co

5d ago

Bank statements (Jun)

Acme Ltd

12d ago

P60 confirmation

Derby Services

Received

AI-generated email

To: sarah@bakerco.com

Subject: Corporation Tax payment reminder — Baker & Co

Dear Sarah,

This is a reminder that the Corporation Tax payment for Baker & Co is due on 1 April 2026. The amount due is based on the CT600 filing for the period ending 30 June 2025.

Please ensure payment is made before the deadline to avoid any late payment interest from HMRC.

Kind regards

AI Email Drafting

The emails you write every day, written for you.

Document requests, deadline reminders, follow-ups, meeting confirmations — Lodgr drafts them in seconds. Always in British English. Always professional.

  • Generates context-aware emails from client data
  • British English — no Americanisms
  • Professional tone calibrated for accountancy
  • Edit before sending — you stay in control

See it for your firm.

Add your first client from Companies House. Their deadlines appear instantly.

Start free — no credit card

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