Filter – Smarter Practice Management for Tax & Accounting-Pension-HMRC

AI Powered Easy, secure, all-in-one practice management for tax and accounting

Filter s Client and HMRC Integration module provides a secure and streamlined connection between clients, accounting professionals, and HMRC, enabling firms to manage tax compliance, reporting, and client communications from a single platform. The solution is designed to reduce administrative workload, eliminate manual data entry, and improve the efficiency of interactions with HMRC while maintaining full compliance with UK tax regulations.

In the UK, pension workflow integration is built around automatic enrolment duties required by The Pensions Regulator (TPR). Filter integrate pensions by embedding compliance rules directly into payroll cycles so that everything happens automatically during pay runs. Pension Setup, Employee Assessment, Auto-Enrolment, Contribution Calculation, Payroll Deduction, Pension Provider Integration, Opt-in / Opt-out Handling, Compliance & Reporting.

Companies House filing features in Filter typically refer to the functionality that allows a product to create, validate, and submit statutory UK company information directly to Companies House (the UK’s registrar of companies). In modern accounting, compliance, or embedded finance platforms, this is usually implemented via APIs or electronic filing gateways. Filter help Core filing submissions (the “must-have” layer), Companies House data synchronisation, Validation & compliance engine, Automation & workflow features, Document generation & reporting, Submission status tracking,

Making Tax Digital (MTD) is part of the government’s plan to modernise the UK tax system, making it easier for people to get their tax right. The legislation applies to two taxes – MTD for VAT, and MTD for Income Tax. It’s likely more taxes will be made digital in the future. Making Tax Digital software isn’t just for compliance. Filter's all-in-one platform simplifies business and practice tasks for you. Track cash flow, automate bookkeeping, invoice online, and file compliant returns for a range of taxes.

Filter helps keep your small business on track with AI-powered data and task analytics, turning complex information into clear, actionable insights. Stay informed with real-time visibility into your business performance, staff productivity, daily tasks, software updates, and overall operations—all in one place. With instant task tracking and notifications, Filter enables you to make faster, smarter business decisions while saving valuable time each week. Improve efficiency, streamline daily operations, and boost productivity with accurate data that helps your business grow with confidence.

Smarter Practice Management for Tax and Accounting