For accountants & bookkeepers

Your clients' share gains, handled.

Calculate every client's UK Capital Gains Tax on share trading from one dashboard — HMRC share-matching, FX and SA108 done for you. Free for your firm; pay only per client, per tax year.

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Free for your firm • No seat fees • Per-client pricing

Built for firms that file for many

Everything in the individual product, organised around your client book.

One dashboard, every client

Switch between clients from a single login. Each client's data is fully isolated.

Free for your firm

No seat or licence fees. You only pay per active client, per tax year.

Pricing that scales

The per-client rate drops automatically as your client list grows.

Client-pays option

Prefer clients to pay their own way? They self-pay and your dashboard stays free.

HMRC-correct & auditable

Same-day, 30-day and Section 104 rules with a full audit trail per disposal.

Import to SA108

Pull in broker statements, handle FX, and export each client's SA108-ready figures.

From client to SA108 in three steps
1
Add a client

Create a client account yourself, or invite the client to upload their own statements.

2
Import their trades

Drop in their broker exports — we parse, deduplicate, convert FX and build their Section 104 pools.

3
Review & export

Check each disposal, then export their SA108-ready totals and a CSV for your working papers.

Pricing for firms

Free to join. Pay per active client, per tax year — or let clients pay their own way.

Free for your firm

No seat or licence fees. You only pay for clients you actually file for, and the rate falls as you grow.

No seat or licence fees — free to join
One dashboard for every client
Bring your colleagues in at no extra cost
Or clients self-pay at £79 and your dashboard stays free
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Price per client, per tax year
1 client £79
2–9 clients £49
10–24 clients £39
25–49 clients £32
50+ clients £25

Volume discount applied automatically as you add clients.

Accountant FAQ
Your firm joins free — there are no seat or licence fees. You pay per active client, per tax year, and the rate drops automatically as your client list grows. Or switch any client to "client-pays" and they cover their own £79 while your dashboard stays free.
Yes. Every client has their own isolated account. You switch between clients from one login, and a client can only ever see their own data.
No. You can create and manage a client's books entirely yourself. If a client wants access — to upload statements or review figures — you can invite them, with view-only or edit permission.
Yes. You can bring colleagues into your firm and give them access to the clients they work on.
See the supported platforms on our homepage. We add new brokers on request — send us a sample export and we'll build the importer.
Bring your client book to CGT Foresight.

Get set up free and calculate your first client's gains in minutes.

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