The CGT software accountants actually want

Multi-File PDF & CSV

Upload multiple broker statements at once. AI extracts trades from PDFs and CSVs—you review and verify before calculations run.

HMRC Matching Rules

Same Day Rule, Bed & Breakfast (30 Day) Rule, and Section 104 pooling—all applied automatically per HMRC guidance.

Full Options Support

Handles equity options including Section 144 (exercise/assignment) and Section 148 (written options). Most CGT tools can't touch this.

Multi-Currency Conversion

Automatic GBP conversion using historical exchange rates on trade dates. Supports USD, EUR, and other major currencies.

Continuous Pool Ledger

Section 104 pools persist across tax years. Track cost basis history, carry forward balances, and maintain a complete audit trail per instrument.

ISA Account Detection

Automatically identifies ISA and tax-exempt accounts. Flags exempt trades so you don't accidentally include them in CGT calculations.

Audit-Ready PDF Reports

Generate detailed computation proofs showing exactly how each gain/loss was calculated. Every matching decision documented.

Cryptographic Verification

Reports include SHA-256 hashes for tamper-evident provenance. Verify authenticity anytime through our verification portal.

SA108 Ready Output

Outputs map directly to SA108 fields. Total gains, losses, and allowance utilisation—ready for Self Assessment filing.

Intuitive Verification UI

Where you'll spend most of your time. Clean, intuitive interface for reviewing AI-extracted trades. Edit inline, exclude items, and verify with confidence.

Daily Spot FX Rates

Daily spot FX rates automatically integrated for all major currencies including USD, EUR, and more. Accurate conversions on the actual transaction date.

Capacity Multiplier

Take on clients you'd otherwise turn away. Complex portfolios that can take days or weeks for a team of people to accurately calculate can now be done by one person in minutes. Expand your practice, not your headcount.

Client Management Portal

Comprehensive client portal for managing all client details and Section 104 pools. Add opening positions from prior years, spousal transfers (no gain/no loss), or probate holdings at market value—pools automatically update and carry forward year-to-year.

Cross-Year 30-Day Matching

Detects Bed & Breakfast matching across tax year boundaries and retroactively corrects Section 104 pools. Generates detailed amendment reports showing exactly what tax is owed or reclaimable from HMRC with clear guidance.

Corporate Actions Support

Handles stock splits, reverse splits, and company name/ticker changes automatically. Mergers and rights issues coming in future updates. Keeps your cost basis accurate through corporate restructurings.

Intelligent Trade Pairing

Handles ledger-format documents with single trade legs (opens/closes only). Pairing engine automatically matches acquisitions with disposals, identifies orphaned positions to carry forward, and flags missing cost basis entries requiring pool data.

Loss Carry Forward Tracking

Automatically tracks unused capital losses year-to-year. You decide whether and how much to apply against current year gains, with full audit trail showing how losses were utilised and what remains available for future years.

Historic Tax Band Detection

Automatically detects and applies correct tax bands and annual exempt amounts across 6 tax years (back to 2021-2022). Perfect for retroactive calculations—no manual lookup of historic thresholds required.