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Bookfolio
Visit Bookfolio websiteView HMRC listing
Our notes
Bookfolio is UK accounting software for sole traders, landlords and limited companies. It keeps digital records, files MTD for Income Tax quarterly updates and lets you review and send the final declaration.
Pros
- Quarterly updates and the final declaration filed from Bookfolio
- Covers self-employment (SA103) and property (SA105) figures
- CSV import from any UK bank or card, plus direct bank feeds
- 30-day free trial with no card required
Cons
- No free plan after the 30-day trial
- Priced per active book, so each extra book costs more
Price
Prices can change without notice, so confirm with the provider before you buy. Spotted an error? Email us.
- Cheapest MTD-capable plan
- Sole Trader / Property / Self Assessment
- Per month
- £12
- Per year
- unknown
- VAT
- ex VAT
- Notes
- £12 per active book per month, billed monthly; 'Prices exclude VAT.' Limited Company is £24 per month and does not include personal Self Assessment. 30-day free trial; after that the workspace is locked (read-only) until billing is current.
- Landlord pricing
- same product. Same plan covers 'one personal, sole-trader, property, or Self Assessment book'. Each property's income and expenses kept apart and rolled into SA105 figures.
- Agent/accountant pricing
- unknown. Pricing page says agencies with many clients should 'Talk to us about volume pricing'.
Really free?
- Quarterly updates free
- no (paid plan after 30-day trial)
- Tax return (final declaration) free
- no (paid plan after 30-day trial)
- Limits
- 30-day free trial only
- Bank account condition
- n/a
- Time limit
- 30-day free trial
Landlords and spreadsheets
- Excel bridging
- unknown
- Google Sheets bridging
- unknown
- CSV import
- yes (bank and card CSV import)
- Bridging notes
- CSV import is for bank and card transactions; it is not described as bridging software.
Checked 18 Oct 2026. Sources:bookfolio.net, bookfolio.net
HMRC listing
What the software provider has told HMRC. “In development” means the provider has committed to building it in time for the 2026 to 2027 tax return.
Features
| Free version | Not included |
|---|---|
| Agent software | Not included |
| Individual software | Ready now |
| Software that creates digital records | Ready now |
| Bridging software that connects to records | Not included |
| Standard update period (6 April to 5 April) | Ready now |
| Calendar update period (1 April to 31 March) | Ready now |
| Making Tax Digital for VAT | Ready now |
| HMRC Assist (Submission Feedback) | Not included |
Business income
| Sole trader | Ready now |
|---|---|
| UK property | Ready now |
| Foreign property | Ready now |
Other income sources and items
| Employment (PAYE) | In development |
|---|---|
| UK dividends | In development |
| State Pension income | In development |
| Private pension incomes | In development |
| Partner income from a partnership | In development |
| Foreign dividends | In development |
| Foreign interest | In development |
| Private pension contributions | In development |
| Construction Industry Scheme | In development |
| Charitable giving | In development |
| Capital Gains | In development |
| Student Loan | In development |
| Marriage Allowance | In development |
| Voluntary Class 2 National Insurance | In development |
| High Income Child Benefit Charge | In development |
| UK interest | In development |
Accessibility
| Blindness or impaired vision | Ready now |
|---|---|
| Deafness or impaired hearing | Ready now |
| Motor or physical difficulties | Ready now |
| Cognitive impairments | Ready now |
Platform
| Software type | Web browser |
|---|---|
| Compatible with | Microsoft Windows Mac OS Linux |
| Mobile App | Android Apple iOS |
| Language | English |