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Tax preparation,
without limits.

Cleo replaces spreadsheets, email chains, and manual document review with a single intelligent platform for UK tax accountants.

Built for Self-Assessment returns|

INTELLIGENT TOOLS, BETTER OUTCOMES

Every document, every data point, every client — all in one place.

P45 document extraction preview

Extract instantly

Upload UK and International documents, share option schemes, pension pot documentation, and more. Cleo extracts key fields using AI and maps each value back to its source.

Income£130,364
Tax paid£45,364
EmployerGoogle
✓Reviewed

Review confidently

See extracted data alongside the original PDF with colour-coded highlights. Approve, correct, and track every review.

DESCRIPTION AMOUNT TAX PAID SOURCE Employment — Google £130,364 £45,127 P45 Employment — Deloitte £58,200 £17,460 P60 Benefits in kind £4,820 — P11D RSU vesting gain £22,150 £8,860 RSU Overseas pension £9,340 £1,401 1099-R Total £224,874 £72,848

Aggregate automatically

Reviewed documents feed into structured tables — earnings summaries, equity breakdowns, overseas income. One-click copy or CSV download.

Whether you work from spreadsheets, questionnaires, tax software, or a mix of tools — Cleo fits into your existing workflow and makes every step faster.

Cleo meets accountants where they are.

BUILT FOR COMPLEX TAX

Self Assessment — SA100 2025/26 PERSONAL DETAILS Full name James R. Whitfield UTR number 1234 5678 9012 INCOME SUMMARY Employment income £188,564 Self-employment £24,300 Foreign income £9,340 75% complete

Self-Assessment Returns

Streamline the entire SA process from document collection to submission-ready data.

DTA Relief — Foreign Income JURISDICTION United States United Kingdom FOREIGN INCOME USD GBP Employment $124,500 £98,210 Dividend income $8,240 £6,502 Foreign tax paid $31,125 £24,553 DTA RELIEF (ART. 15) £24,553 FX rate: 1 USD = 0.7888 GBP (HMRC avg 2025-26)

International Tax & Overseas Income

Handle cross-border income, foreign tax credits, and DTA relief with structured workflows.

RSU Vesting Schedule 2025/26 GRANT DETAILS Company Revolut Ltd Grant date 15/03/22 Shares 4,800 VESTING TIMELINE Y1 1,200 Y2 1,200 Y3 1,200 Y4 1,200 Vested gain (3,600 shares) £47,520 Market £18.20 — Exercise £5.00 = £13.20/share

Share Options & Equity Compensation

Track RSUs, EMI options, and equity events with automatic gain calculations.

Crypto Disposals — 2025/26 ASSET DATE PROCEEDS GAIN/LOSS B BTC 12 Jun 25 £18,420 +£4,310 E ETH 03 Aug 25 £6,150 -£820 S SOL 19 Oct 25 £3,780 +£1,240 CGT SUMMARY Total disposals £28,350 Net gains £4,730 Annual exempt amount £3,000 TAXABLE £1,730 3 disposals matched

Cryptoassets & Digital Income

Import transaction histories and compute disposals, pooled costs, and CGT exposure.

THE PLATFORM

Everything your practice needs, nothing it doesn't.

Client Dashboard

See every client at a glance — residency status, document progress, review completion, and last activity. One click to open the full profile.

Client personal details cards
Overseas Income summary

Connect Your Tools

Pull client data from existing software, or import directly via client ID and questionnaire name. No re-keying required.

SECURITY & COMPLIANCE

Your client data, protected.

UK GDPR Compliant

Full compliance with UK GDPR and Data Protection Act 2018. Your clients' data is processed lawfully and transparently.

UK Data Residency

We can accommodate requests for data storage and processing within UK-based data centres.

Enterprise-grade Security

Your data is encrypted at rest and in transit, protected by the same infrastructure security trusted by enterprises and financial institutions worldwide.

SOC 2 (in process)

SOC 2 Type II certification on our roadmap. We're building to the highest standards of security and availability from day one.

AND THERE'S MORE

Intelligence built into every workflow.

UK Parliament — Tax Regulation Lookup

Tax Regulation Lookup

Access current UK tax regulations directly within the platform. Income tax bands, NI thresholds, CGT allowances, pension limits — always up to date with HMRC publications.

Budget Box — Tax Regulation Change Tracker

Change Tracker

View year-over-year regulation changes at a glance. New thresholds, rate changes, abolished reliefs — with flags for which clients are affected.

Built-in CRM — client relationship management

Built-in CRM

Manage client relationships alongside tax preparation. Communication history, follow-up reminders, pipeline tracking — all in one place.

Ready to transform your tax practice?

See how Cleo can save your team hours on every client.

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