Your System Is Ready Before Your Client Calls
Proactive advisor. Not reactive. AI-powered intelligence that keeps you ahead of every HMRC change, deadline, and opportunity.
From £59/month · 14-day money-back guarantee
Six Core Modules
From HMRC monitoring to client bulletins — your complete financial intelligence toolkit.
HMRC Change Tracking
Instant notifications when HMRC updates tax rules, thresholds, or deadlines. Impact analysis shows which clients are affected and how much they could save.
Client Portfolio Analysis
See which clients are affected by regulatory changes. Automated opportunity detection shows potential savings across your entire book.
Cash Flow Projection
30-60-90 day cash flow forecasting for your clients. Early warning system for liquidity risks and seasonal patterns.
Deadline Alarm System
Never miss a filing date again. Multi-level alerts for Self Assessment, Corporation Tax, VAT, PAYE, and Companies House deadlines.
White-Label Bulletin
Send branded tax and regulatory updates to your clients automatically. Position yourself as the proactive advisor, not the reactive one.
Xero/QuickBooks Integration
Connect directly to your clients' accounting software. Pull real-time financial data for analysis and reporting.
Frequently Asked Questions
How does CofferMindIQ help me be more proactive?
CofferMindIQ monitors HMRC changes and analyses your entire client portfolio for impact. When a tax rule changes, you know which clients are affected before they call you — and you can reach out with tailored advice.
Does it integrate with my existing accounting software?
The Mid Bureau plan includes direct integration with Xero and QuickBooks. We pull real-time data for cash flow analysis and portfolio insights. Additional integrations (Sage, FreeAgent) are on our roadmap.
Can I white-label the bulletins with my firm's brand?
Yes — Small Bureau and above include white-label email bulletins. Your clients receive updates under your brand, with your logo, colours, and reply-to address.
Is this suitable for international practices?
CofferMindIQ covers UK (HMRC), German (Finanzamt), and Turkish (GIB) tax systems. We are expanding to additional jurisdictions based on client demand.
🔒 Data processing & privacy
Your data is processed in EU/UK. AI generation runs via Anthropic Claude (EU region). Your data is not used to train models. See the Sub-Processors list and Privacy Policy.
✅ 14-day money-back guarantee
Not satisfied? Request a full refund within 14 days of purchase. See the Refund Policy for details and limits.
💬 Support — 24h response SLA
Reach us at [email protected]. Response within 24 business hours. Critical issues: 4 hours. Channels: email + Help Centre.
🏠 Customer portal & data export
After purchase, access deliverables, invoices, and account settings at /portal/dashboard. Cancel any time; data export available on request.
⚠️ Important — Not Financial, Tax or Investment Advice
This product is not financial, tax, investment, or AML/regulatory advice. SummitBridge Horizon Ltd is not authorised by the Financial Conduct Authority (FCA), is not a registered HMRC tax adviser, and is not an MLRO or supervised AML firm. This service is provided for information and compliance documentation purposes only. For specific financial, tax, AML, or regulated-activity matters, you must consult a qualified professional (ICAEW/ACCA accountant, FCA-authorised IFA, registered MLRO) regulated in your jurisdiction.
SummitBridge Horizon Ltd · Companies House 16419201 · ICO ZC112810 · Registered in England & Wales