Next Making Tax Digital quarterly update due 7 August 2026. Get MTD-ready, free

MTD Software Assessment

For individuals and accountants - answer seven questions to find out whether bridging software or full bookkeeping software is the better fit for you or your client, then compare Aligned, Xero, QuickBooks and FreeAgent side by side.

Do you, or does your client, need Xero or QuickBooks for MTD - or will bridging software do?

One of the most common questions when preparing for MTD is whether you, or every in-scope client, needs to move onto cloud bookkeeping software like Xero, QuickBooks, or FreeAgent. The short answer: no. HMRC requires MTD-compatible software to keep digital records and submit quarterly updates - but it does not mandate any specific type. Bridging software that connects existing spreadsheets to HMRC's API is a fully compliant route.

Do you, or does your client, already use spreadsheets for bookkeeping?
Do you, or does your client, need invoicing features?
Do you, or does your client, need automatic bank feeds?
Do you, or does your client, need VAT return filing?
Is cost a primary concern?
Are you (or they) willing to learn new software?
Do you, or does your client, have multiple income sources needing complex categorisation?
Bridging
Full bookkeeping
Answer the questions above

Toggle each question to see a recommendation.

This is a general guide to help think through software options. It is not tax or professional advice. The right choice depends on specific circumstances.

Aligned vs Xero vs QuickBooks vs FreeAgent - what each covers

Feature Aligned
(bridging)
Xero QuickBooks FreeAgent
MTD ITSA quarterly filing Yes Yes Yes Yes
Works with existing spreadsheets Yes - no workflow change No - requires data migration No - requires data migration No - requires data migration
Bank feeds No (use CSV exports) Yes - automatic Yes - automatic Yes - automatic
Invoicing No Yes Yes Yes
Payroll No Varies by plan Varies by plan Yes (included)
Multi-client / agent support Yes Yes (practice plans) Yes (accountant tier) Yes (practice dashboard)
Typical price Free From around £15/month - check current pricing From around £14/month - check current pricing From around £19/month - check current pricing
Data lock-in Data stays in your files Data held in vendor's cloud Data held in vendor's cloud Data held in vendor's cloud
Onboarding effort Low - upload existing spreadsheet High - data migration required High - data migration required High - data migration required

Pricing and feature notes checked June 2026 against provider websites - see providers for current details.

Ready to file MTD quarterly updates from your existing spreadsheets? Aligned is free bridging software for accountants, sole traders and landlords.

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