Record OS Review, Pricing, Funding & Company Profile

Founded

2025

Headquarters

London, UK

Team Size

11-50

Funding Stage

Pre-Seed

Overview

Record OS is a UK tax-tech platform for Self Assessment and Making Tax Digital. It provides an end-to-end workflow for accounting firms, covering client data collection, AI-enabled working papers, client approvals, and HMRC submission.

The platform is designed to replace manual tax-season workflows such as email back-and-forth, spreadsheets, manual data entry, and disconnected systems. It uses OCR and AI to extract and pre-fill client data, helping firms reduce manual work, improve accuracy, manage review processes, and track submission status across Self Assessment clients.

For individual taxpayers, Record OS offers online Self Assessment filing with review by a qualified accountant before submission to HMRC. Users complete a questionnaire and upload documents, the platform prepares the return, an accountant reviews it, and the return is submitted once approved.

Overall, Record OS combines tax workflow software, AI-assisted document processing, and accountant review to make UK tax filing faster, more structured, and easier to manage at scale.

How Record OS Works

STEP 01

Collect Client Information

Clients upload tax documents and complete secure questionnaires through the online portal, providing the information required for tax preparation.

STEP 02

Extract Tax Data

AI and OCR process uploaded documents to identify relevant financial information and pre-populate tax return fields for review.

STEP 03

Prepare Returns

The platform generates working papers and draft Self Assessment tax returns that accountants can review, edit, and validate before submission.

STEP 04

Approve and Submit

After accountant verification and client approval, completed tax returns are submitted electronically to HMRC through the platform's integrated filing workflow.

Details

Attribute

Information

Tax Workflow Automation

Provides an end-to-end workflow covering client onboarding, document collection, AI-assisted extraction, tax preparation, review, approval, and HMRC submission within a single platform.

AI Document Processing

Uses AI and OCR to extract information from uploaded tax documents and pre-fill tax return data for accountant verification before submission.

Client Collaboration

Allows clients to securely upload supporting documents, complete tax questionnaires, review prepared returns, and provide approval through an online portal.

Human Review

AI-generated outputs are designed to assist accountants, with customers remaining responsible for verifying extracted information and final tax return accuracy before filing.

HMRC Integration

Supports electronic submission of completed Self Assessment tax returns directly to HMRC through integrated filing capabilities.

Working Papers

Automatically prepares structured working papers that accountants can review, edit, and finalize during the tax preparation process.

Making Tax Digital Support

Designed to support accounting firms adapting to the UK's Making Tax Digital requirements for Self Assessment workflows.

Common Use Cases

Automating UK Self Assessment tax return preparation

Extracting tax information from uploaded financial documents using AI and OCR

Collecting client tax information through secure online questionnaires

Preparing working papers for accountant review before submission

Managing end-to-end tax filing workflows from data collection to HMRC submission

Obtaining client approval before filing completed tax returns

Reducing manual data entry across accounting and tax preparation processes

Supporting Making Tax Digital compliance workflows for accounting firms

Platform Evaluation

Platform Strengths

Provides a complete workflow from client data collection through tax filing in one platform
Reduces manual tax preparation using AI-assisted document extraction
Maintains accountant oversight by requiring verification before submission
Integrates directly with HMRC for electronic tax return filing
Combines client collaboration, working papers, document processing, and tax preparation in a unified workflow
Designed specifically for UK accounting firms handling Self Assessment tax returns

Current Limitations

Focused specifically on UK Self Assessment and Making Tax Digital workflows rather than broader accounting operations
AI-generated document extraction requires human verification before tax returns are submitted
Platform is primarily intended for accounting firms and tax professionals rather than individual consumers

Frequently Asked Questions

Record OS is an AI-powered tax workflow platform that helps UK accounting firms automate Self Assessment preparation, document processing, and HMRC tax filing.

The platform uses AI and OCR to extract information from uploaded documents, pre-fill tax data, and prepare working papers that accountants review before filing.

Yes. The platform includes integrated functionality for submitting completed Self Assessment tax returns directly to HMRC.

The platform is designed for UK accounting firms, tax advisers, and professionals managing Self Assessment tax returns.

No. The company states that AI assists with extraction and preparation, while accountants remain responsible for verifying data and approving final tax returns.

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