Software Decision Scorecard

Descrizione

Software Decision Scorecard

Avoid the software-first mistake. Use the same checks for each candidate so a polished demonstration or a long feature list does not make the decision for you.

What you can work through

• Compare complete routes, including spreadsheet plus bridging software and accounting software.
• Check essential reporting functions, digital connections and the accountant’s role.
• Test candidates with realistic sales, expenses, corrections and handover tasks.
• Record fit scores and compare first-year costs, including necessary add-ons and support.
• Write down your chosen product and plan, setup owner and remaining questions.

What you receive

One 8-page fillable PDF, including its cover. Included as Bonus 02 in the £27 MTD Survival Kit; no separate purchase is needed if you own the kit.

Using your files

Download and save your own copy. Open fillable PDFs in a reader with form support, then save and reopen a short test to check that entries are retained. Adobe Acrobat Reader on a computer is recommended; supported automatic form features may require PDF JavaScript. Browser and mobile previews may not support every feature.

Important scope

Digital product only; no physical item is shipped. Software subscriptions and professional services are not included. This is independent educational material, not HMRC software or personalised tax advice, and it does not guarantee compliance. Check current HMRC guidance when applying a rule.