Rules and ethics
How HMRC Making Tax Digital shapes small business CRM records
Small business CRM records must meet HMRC Making Tax Digital rules for VAT and Income Tax, with digital links and evidence for compliance checks.
Topic
making tax digital
Tools and providers
How to integrate your CRM with Xero or QuickBooks
Step-by-step route for UK small firms to connect a small business CRM with Xero or QuickBooks, covering VAT invoices, Making Tax Digital and data checks.