For accountants

Spend less time chasing clients for paperwork.

Your subcontractor clients capture receipts, income and CIS statements over WhatsApp all year — you get organised, read-only records and a one-click export pack.

The January problem

You know the drill: a carrier bag of faded receipts, CIS statements scattered across three contractors and a glovebox, income that has to be reconstructed from bank statements and memory. It’s not that clients don’t care — it’s that traditional bookkeeping asks them to do something unnatural. Nobody sits down after a ten-hour shift to update a spreadsheet.

Why WhatsApp changes it

SubReady meets clients where they already are. When a receipt becomes a ten-second WhatsApp photo — sent from the merchant’s car park, confirmed instantly — capture actually happens. Receipts are read and categorised as they arrive, bank statement PDFs are read on upload, and CIS deduction statements are parsed into gross, deducted and net. The records build all year instead of being reconstructed in January.

What you actually get

Access

Read-only client access

Your client invites you by email. You see their organised records — income, expenses, receipts, CIS — without being able to change anything.

Export

One-click export pack

A clean, structured export of the client’s records, ready to work from — no chasing, no shoebox.

Control

Client-controlled sharing

Access is granted by the client and revocable by the client at any time. Clear boundaries, no awkwardness.

CIS records that arrive complete

For clients under the Construction Industry Scheme, SubReady tracks deductions at 20%, 30% and gross payment status, parses each deduction statement and keeps year-end CIS records in one place — so the figures you need are there when you need them. Clients outside CIS get the same tidy records without the CIS layer.

Partner with SubReady   See accountant features

SubReady is record-keeping software for your clients; it does not provide tax advice and doesn’t replace your work — it just means the records arrive organised.