🇬🇧 Built specifically for UK SMEs

The complete CRM and compliance solution for SMEs who can't afford a consultant for every setting

One platform that automates your entire sales cycle and handles every mandatory UK legal obligation that applies to you — fully configured out of the box, with the calculations done for you, not just a checklist to fill in yourself.

🏛️

Every mandatory obligation, covered

VAT registration, MTD VAT filing, MTD ITSA tracking, ICO and Companies House deadlines — all in one place.

⚙️

Complete sales automation

From your first lead through to a paid invoice, with nothing left for you to configure manually.

🔒

Security

Built to strict security standards from day one.

🚫

No tracking

No marketing tracking of your data.

🚀

Zero consultant required

Every setting comes pre-configured for UK SMEs — a familiar environment within minutes.

👉 Full details on all five points are explained further down this page.

Staying compliant and automated shouldn't cost more than your software

UK legislation keeps changing, and configuring a CRM properly takes real expertise. For a small business, that usually means three costly options.

Option 1

Pay a consultant to set everything up

Useful, but configuring a CRM and staying on top of every legal deadline is ongoing work, not a one-off cost — and it adds up fast.

Option 2

Use a generic CRM

Great for sales, but none of them calculate your VAT return, track MTD and ICO obligations, or come pre-configured for UK rules.

Option 3

Do it all by hand

Free, but slow, error-prone, and risky if you miss a deadline or lose track of a lead.

A complete sales cycle and a complete compliance toolkit, ready from day one

🎯

Leads & pipeline

Track your leads visually on a Kanban board, with priority scoring and a health score on every contact.

📄

Quotes & invoices

Created in seconds from a reusable product catalogue, with VAT calculated automatically and sequential numbering.

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Credit notes

Cancel or correct an issued invoice in one click — fully linked back to the original for a clean audit trail.

🏛️

Real MTD VAT filing

Your VAT return calculated from your sales invoices, with the 9 boxes shown before you submit to HMRC.

📨

Automatic reminders

Overdue invoices are chased automatically, with statutory interest calculated for you.

📅

Calendar & appointments

Book and track customer appointments without leaving the CRM, or juggling a separate calendar app.

💳

Stripe payments & Xero export

Get paid online, and send your invoices straight to your accountant with no double entry.

✉️

Email templates

Save and reuse your best-performing emails — follow-ups, welcomes, reminders — in one click.

No-code automations

"If this happens, then do that" rules — no developer or consultant needed to set them up.

🤖

AI assistant & chatbot

Ask questions about your own data, draft sales emails, and capture leads automatically.

✍️

Electronic signature

Built-in signature pad, plus DocuSign integration for legally binding signing.

🛡️

Compliance tracking

VAT, ICO, MTD ITSA and Companies House thresholds and deadlines, all tracked for you automatically.

📋 All the details, nothing hidden

The five points, explained in full

Every mandatory obligation that applies to a UK SME — covered, not just listed

A consultant would charge you to track these deadlines and explain what to do. Easy-ia.uk goes one step further for VAT: it calculates the actual return for you, and keeps the rest of your obligations visible at all times.

NowIn force

VAT registration threshold (£90,000)

We monitor your taxable turnover and warn you before you're required to register for VAT with HMRC — no spreadsheet to maintain yourself.

NowIn force

Making Tax Digital for VAT — real filing

Connect to HMRC via Government Gateway. We calculate the 9 MTD VAT boxes from your sales invoices, show you the figures, and submit your return to HMRC once you confirm — including the Fraud Prevention Headers HMRC requires from every MTD-compatible product.

NowIn force

ICO data protection complaints process

As of 19 June 2026, every organisation must acknowledge receipt of a data protection complaint within 30 days. We track your registration tier, renewal date, and help you meet this requirement.

NowIn force

Companies House director & PSC identity verification

Mandatory since 18 November 2025, with a transition period ending 17 November 2026. We track your verification status and your next confirmation statement due date alongside everything else.

2026In force

Making Tax Digital for Income Tax (£50,000+)

Sole traders and landlords above this threshold must keep digital records and file quarterly. We track your threshold automatically — quarterly ITSA submissions themselves are handled with your accountant, as they require bookkeeping beyond sales invoices.

2027Upcoming

MTD ITSA threshold drops to £30,000

More businesses will be brought into scope. We'll already be tracking your numbers, so nothing catches you off guard.

2028Upcoming

MTD ITSA threshold drops to £20,000

The net widens further. We'll flag it as soon as it applies to you.

2029Upcoming

Mandatory e-invoicing for VAT-registered businesses

The UK government has confirmed that structured e-invoicing will become mandatory for B2B and B2G VAT invoices from April 2029. Our invoices are already created in a structured, EN16931/Peppol-ready format, so you're prepared years ahead of time.

Honest scope note: Easy-ia.uk tracks your sales invoices, not your purchases or expenses. Your VAT return will always show £0 for VAT reclaimed on purchases (Box 4) and total purchases (Box 7) — add these with your accounting software or your accountant before treating a return as final.

The entire sales cycle, automated end to end — no consultant needed to configure it

Every tool below works out of the box. There is no setup project, no implementation fee, and no settings you need a specialist to explain.

🎯 Visual pipeline (Kanban)

Drag and drop leads between stages: lead, contacted, customer. Priority scoring and a per-contact health score are built in automatically.

📄 Compliant quotes and invoices

Build a quote from a reusable product catalogue, with VAT calculated automatically, sequential numbering enforced server-side, and a 2029-ready e-invoicing export format.

🔄 Credit notes, one click

Need to cancel or correct an invoice? A credit note is generated automatically, linked to the original, with negative amounts calculated for you.

📨 Automatic payment reminders

Up to three automatic reminders per invoice, with statutory late-payment interest calculated for you — no manual chasing.

📅 Calendar built in

Book customer appointments directly against their record, with upcoming bookings always visible — no separate calendar tool to maintain.

✉️ Reusable email templates

Save your best follow-up and reminder emails once, then send them in one click — no rewriting the same message every time.

⚡ No-code automation rules

"When a quote is accepted, send an email" — set up in three clicks, with zero coding and zero developer required.

🤖 Built-in AI assistant

Ask questions about your revenue, customers, or pending quotes — right inside the app, in plain English.

💬 Lead-capture chatbot

Add a multilingual chatbot to your website to capture new leads automatically, with custom questions for your business.

⚙️ Configurable from day one

Tables, columns, monthly targets, and alert thresholds are all adjustable from Settings — without ever opening a support ticket.

Priced for small businesses, not large enterprises

Start free. Upgrade only when you need to.

Free

£0/mo
  • 50 contacts
  • 3 quotes/month
  • 1 user
Start free

Solo

£19/mo
  • 150 contacts
  • Chatbot (10 leads/mo)
  • HMRC MTD VAT connection
  • Excel export
Choose Solo

Pro+

£79/mo
  • 2,000 contacts
  • Unlimited chatbot, 4 languages
  • Xero export
  • 2 team members
Choose Pro+

Team

£199/mo
  • Unlimited contacts
  • 10 team members
  • Unlimited automations
Choose Team

Security built in from the ground up

Your data and your customers' data, protected to the standards UK law requires.

🔒 UK GDPR & Data Protection Act 2018

Data handling practices designed around the principles of the UK GDPR and the Data Protection Act 2018.

🔐 Encrypted in transit

All traffic is encrypted via HTTPS with HSTS enforced — no unencrypted connection is ever accepted.

🛡️ Hardened against common attacks

A strict Content Security Policy, Subresource Integrity on every external script, and clickjacking protection.

🔑 Secure password & API key storage

Passwords are hashed with PBKDF2; third-party API keys (Xero, DocuSign, HMRC) are never sent back to your browser once saved.

📋 Full data export, anytime

Export all your data in one click, at any time, in line with your data portability rights.

📨 ICO complaints process built in

We help you meet the requirement to acknowledge data protection complaints within 30 days.

No tracking. No marketing use of your data.

Many websites track their users in the background. Here's what most of them do — and what we don't.

No Google Analytics
No Facebook / Meta Pixel
No LinkedIn Insight Tag
No session recording (Hotjar, Clarity)
No third-party chat widgets collecting your data
No tracking cookies
No advertising or affiliate pixels
Your data is never sold to third parties

A familiar environment within minutes — no consultant, no implementation project

A guided setup wizard and built-in documentation help you get to grips with the platform quickly, with every feature pre-configured for UK SMEs from the moment you sign up.

1

Your company details

Name, legal structure, address.

2

Legal & banking details

Companies House number, VAT number, sort code and account number.

3

Import your existing contacts

Drop in a CSV file and your contacts are imported automatically.

4

Your first quote, step by step

A guided walkthrough to create your first compliant quote, using your product catalogue.

5

You're ready

Built-in, contextual documentation stays available at any time, right inside the app — no external manual, training session, or consultant required.

Frequently asked questions

Is Easy-ia.uk only for very small businesses?
Easy-ia.uk is built for small and medium businesses that don't have the budget for dedicated compliance staff, an implementation consultant, or expensive enterprise software. If you're a larger organisation with in-house legal and finance teams, you may not need it.
Does this replace my accountant?
Not entirely. Easy-ia.uk calculates and submits your MTD VAT return from your sales invoices, and tracks your other thresholds and deadlines (MTD ITSA, ICO, Companies House). It does not track purchases or expenses, and it does not file MTD ITSA updates on your behalf — for those, and for general tax advice, you should still consult a qualified accountant.
How does the VAT submission actually work?
You connect to HMRC via Government Gateway, choose a period, and Easy-ia.uk calculates the 9 MTD VAT boxes from your recorded sales invoices. You always see the figures before anything is sent, and you confirm explicitly before the return is submitted to HMRC.
Do I need a consultant to set this up?
No. Every feature — from VAT tracking to automation rules to the product catalogue — is designed to be configured directly by you, in plain English, with built-in help at every step. Most businesses are fully set up within minutes.
What happens when e-invoicing becomes mandatory in 2029?
Your invoices are already created in a structured, EN16931/Peppol-ready format. As the UK government finalises the technical detail, we'll update the platform to match — at no extra effort on your part.
Can I cancel at any time?
Yes, all plans are month-to-month with no long-term contract.

Stop paying consultants for what should already be built in

Join the small businesses already saving time, staying compliant, and running their full sales cycle on autopilot.

Start free — no card required