Record OS combines AI with qualified accountants to prepare and file UK Self Assessment tax returns in as little as five days. The platform extracts data from uploaded documents, proactively claims all eligible allowances, and files directly with HMRC, with returns starting at £125. It covers employment, self-employment, dividends, rental income, and other common tax situations.
Funding
Funding not disclosed
Founders
Product
Problem
Filing a Self Assessment tax return in the UK is often time-consuming and confusing, with many taxpayers either overpaying because they miss eligible allowances or paying £400+ to traditional accountants for manual preparation. The process typically involves navigating complex HMRC forms, understanding tax codes, and ensuring all income sources are reported correctly, which can be overwhelming for individuals with multiple income streams.
Solution
Record OS provides an AI-powered tax preparation platform that combines automated document extraction with review by qualified ACA/ACCA accountants. Users upload their P60s, bank statements, invoices, and other financial documents, and the system automatically extracts and categorizes the data, prepares the return, and proactively claims all available reliefs and allowances. A senior accountant then reviews and optimizes each return before the user approves and files it directly with HMRC, with a typical turnaround of five days. The service covers a wide range of tax situations, from simple employment income to complex cases involving rental properties, capital gains, and foreign income, all at a flat fee of £125.
Target Audience
Primary customers are UK individual taxpayers who find Self Assessment filing burdensome, including first-time filers, freelancers, contractors, landlords, and those with multiple income sources who want to ensure they don't overpay taxes.
Features
- AI-powered document extraction that automatically parses P60s, bank statements, dividend vouchers, and invoices into structured tax data
- Senior accountant review and optimization by ACA/ACCA qualified professionals with HMRC and top-firm backgrounds
- Proactive claiming of all eligible allowances, reliefs, and deductions, including home office, software, and pension contributions
- Direct HMRC filing with secure AES-256 end-to-end encryption and ICO-registered data handling
- Coverage for 12+ tax situations including employment, self-employment, rental income, capital gains, partnerships, and foreign income
- Five-day average turnaround from document upload to HMRC submission