Using more of the HMRC API

At present, we have to manually check HMRC to confirm whether a client has an outstanding Self Assessment balance. If BrightManager could pull in the SA liability amount directly from HMRC (with client authorisation) and display it within the client’s account, it would allow us to:

• See at a glance whether a client’s balance is still outstanding or has been cleared.

• Use the existing chaser email functionality to automatically follow up only where payment is still due.

As HMRC’s APIs already provide access to Self Assessment liabilities and balances (once authorised), this should be technically possible and would remove the need for manual checks, reduce the risk of missed follow-ups, and make the process smoother both for agents and clients.

Is this something you could consider adding to your development roadmap?