Download our free MTD Client Readiness Tracker — a simple Google Sheet that shows you exactly which clients are ready, which are at risk, and what's missing.
Track every client's MTD status, software, and income band in one place.
Built-in formula flags high-risk clients so you know who to chase first.
See exactly what's missing for each client — no more guessing.
Pre-filled with sample data. Make a copy and start tracking in minutes.
Yes. No credit card, no trial period, no catch. We send you the Google Sheet link and you make a copy.
Google Sheets. Make a copy to your Drive and start using it. You can also download as Excel (.xlsx).
No hard limit in the spreadsheet. It works well up to ~500 clients. Beyond that, PracticeNudge offers a dedicated dashboard.
No. The spreadsheet is completely standalone. PracticeNudge automates what the spreadsheet does manually — if you outgrow it, we're here.
That's exactly what PracticeNudge is for. Automated reminders, live status tracking, magic upload links for clients. Free during pilot.