Introducing OpenTax Agent Mode

Agent Mode goes beyond bringing HMRC data into one place – it turns that data into action. Instead of just viewing information, you can ask questions, run jobs, and let tasks complete in the background.

From pulling records to drafting reminders, Agent Mode acts like an assistant that listens, answers, and gets work done, freeing you to focus on higher-value client advice.

OpenTax has always brought HMRC data together in one place, making it easier to spot issues and understand what needs attention.

Agent Mode builds on that foundation by taking the next step: not just surfacing problems, but actioning the jobs that resolve them. It’s a natural progression – from consolidation and clarity, to automation and completion.

The next major leap in business technology will be driven by autonomous systems capable of carrying out complex, end-to-end workflows with minimal human input.

This means that entire categories of routine, repetitive work will no longer require human intervention and instead, professionals will orchestrate and utilise technology to handle the execution, while their role shifts toward oversight and strategy.

For accountants, this represents a pivotal moment. The administrative work that has historically consumed so much time chasing filing deadlines, reconciling tax balances, checking client accounts can increasingly be delegated to technology.

The firms that lean into this transformation early will gain a decisive advantage: more time for client relationships, sharper advisory capabilities, and the ability to scale without adding headcount.

This is why the step we’re making with OpenTax Agent is so important. It’s not just a feature release, it’s part of a broader shift, where technology takes on the heavy lifting so professionals can focus on the work that truly matters. 

As outlined in “B2B SaaS in 2028: Orchestrating Agents”, the next leap in business technology will be towards autonomous systems carrying out complex workflows. Routine, repetitive tasks will shift to machines, while professionals focus on oversight and strategy.

For accountants, this is a turning point. Tasks like filing, reconciliations, and account checks will be handled by technology, freeing firms to invest more time in client relationships, advisory work, and scaling without extra headcount.

That’s why OpenTax Agent matters. It’s more than a feature – it’s the start of the shift towards technology doing the heavy lifting, leaving professionals to focus on the work that truly counts.

One of our most popular features is our automated payment reminders – reducing missed deadlines and penalties. With Agent Mode, these reminders become even more flexible and tailored to your firm’s needs.

You can now ask OpenTax Agent Mode to…

• Find all clients with payments due in the next 9 days
  → Saves hours of manual checks across HMRC accounts.
  → “Show me all clients with payments due in the next 9 days.”
• Send branded reminders with payment amount, deadline, and reference
  → Keeps clients on track and reduces last-minute chasers.
  → “Send reminders for all payments due this week.”
• Collect missing client contact details once, then reuse automatically
  → No more scrambling for emails or phone numbers every time.
  → “Update missing contact details for reminders.”
• Receive a summary report of which reminders were sent, delivered, or need follow-up
  → Gives your team a clear overview of what’s been actioned and what still needs attention.
  → “Summarise today’s payment reminder activity.”

Many more automations can be achieved with Agent Mode, all focused on reducing admin and freeing accountants to focus on their clients.

Agent Mode launches at the end of September with payment reminders across VAT, PAYE, Self Assessment, and Corporation Tax. One simple job reminding clients of upcoming payments  saves firms hours of admin from day one.

It’s the first step in OpenTax’s move toward intelligent accounting workflows – practical, flexible tools shaped around the way modern firms really work.

We’re inviting firms to join the beta and help shape the future of OpenTax Agent Mode.