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For Accountants & Bookkeepers

No more carrier bags.
Just clean data.

Your trade clients scan receipts as they go. The AI categorises everything into HMRC expense categories. You get a clean CSV — ready for Xero, QuickBooks, or FreeAgent.

Become a Partner See How It Works
2-4 hrs
Saved per client, per year
3 sec
Per receipt for your client
Free
20 scans/month, no card needed

The problem you know too well

It's January. Your trade client arrives with a carrier bag of crumpled receipts. Half are missing. The thermal paper has faded. Nothing is sorted. You spend the next 2-4 hours entering data that should have been captured all year.

Missing receipts

Clients lose 20-30% of receipts before they reach you

Hours of data entry

2-4 hours per client sorting and categorising paper receipts

Faded thermal paper

Receipts become unreadable within months of printing

How it works

From receipt to your accounting software in four steps

1

Client scans

Your client photographs the receipt. Takes 3 seconds.

2

AI categorises

Merchant, date, amount, VAT, and HMRC category — all extracted automatically.

3

Export CSV

Clean, structured CSV in Xero, QuickBooks, or standard format.

4

You import

Upload the CSV to your accounting software. Done.

What you get as a partner

Partner dashboard

See which clients have signed up with your code and how active they are.

Unique referral code

Your own code (e.g., SMITH-TAX) that you share with trade clients. Full attribution tracking.

Xero/QB CSV export

Your clients' receipts exported in a format your accounting software can import directly.

HMRC categories

AI maps every receipt to SA103 expense categories. Capital allowances auto-flagged for items over £200.

Share links

Clients send you a secure, time-limited link to view their receipts. No login needed on your end.

Works on any phone

iPhone, Android, or any web browser. Your clients don't need to install anything special.

"I tell every trade client: download TradeDocket, scan your receipts as you get them. When January comes, they just send me the CSV. It's transformed how I work with tradespeople."
— Typical accountant experience

Get started in 2 minutes

It's free to join and takes no time to set up. We'll create your unique referral code and partner dashboard.

1

Email us

Drop us a line at support@tradedocket.co.uk with your firm name and preferred referral code

2

Get your code

We'll set up your partner code and dashboard within 24 hours

3

Share with clients

Send your clients app.tradedocket.co.uk?ref=YOUR-CODE and they're up and running

Create Your Partner Account

Common questions

Does it cost me anything?
No. The partner programme is completely free. Your clients use TradeDocket on the free tier (20 scans/month) or can choose to pay for unlimited scans. There's no cost to you at any point.
What does my client need to do?
They sign up at app.tradedocket.co.uk (or download from the App Store / Google Play), and start photographing receipts. That's it. No accounting knowledge needed — the AI handles categorisation.
How do I get the data?
Your partner portal shows a summary for all connected clients (receipt count, total spend, categories). When clients are on the Pro+Accountant plan, you get full access to individual receipts, receipt images, and CSV export (Standard, Xero, QuickBooks) directly from the portal. Clients on the free or Pro plan can also create share links for one-off scoped access.
Is the data HMRC-compliant?
Yes. TradeDocket maps every receipt to SA103 expense categories. The original receipt image is stored alongside the data, meeting HMRC digital record-keeping requirements. Capital allowances are auto-flagged for power tools over £200.
Is client data secure?
Absolutely. All data is encrypted in transit and at rest, hosted in UK data centres (Azure UK South), and isolated per user. Share links are time-limited, revocable, and GDPR-compliant. We use bank-level security with Auth0 authentication.