How to get started with Briefcase One as a client
Last updated: May 12, 2026
This guide covers how to setup your Briefcase One account from when your accountant invites you to having full access to the platform.
Your accountant must invite you to Briefcase. If they have not done so already - please reach out to them.
What is Briefcase One?
Briefcase One is an end-to-end AI-native solution built specifically for MTD sole traders and landlords.
Simply upload your documents and connect your bank account(s), and Briefcase will automate the end-to-end workflow, including data capture, bank reconciliation, and HMRC compliance.
How do I get set up on Briefcase One?
1. Create your account
Your accountant will invite you via either a sign-up link or email:
Sign-up link: Click on the link and follow the steps to set up your account.
Email: Look out for an email with the subject "Welcome to Briefcase", accept invitation, and follow the steps to set up your account.
2. Connect your bank account(s) via open banking
Briefcase supports real-time bank feeds for 82+ UK institutions.
You can also upload bank statements (PDFs supported) and our AI Autopilot will extract every transaction, assign to the right account, and turn into a live bank feed.
3. Upload documents
There are three ways to upload information to Briefcase:
Contextual Upload
Upload documents with notes via email, in a WhatsApp message or directly in the platform. Briefcase can use the additional context, such as "team meal", to apply the correct VAT treatment between a team or client lunch, for example.
4. Connect to HMRC (MTD ITSA)
Connect directly to HMRC, so your tax obligations and businesses are automatically synced through — no manual exports or data entry required.
You must be signed up for MTD ITSA with HMRC before connecting to Briefcase.
Two ways to link HMRC to your account:
In the Submissions section (bottom left panel), go to MTD ITSA → Connect to HMRC
OR navigate to Business Settings (bottom left corner), go to HMRC tab → Connect to HMRC
View full demo of Briefcase One here: 📄 What is Briefcase One? - Demo Video
Q&A
What do I do if I didn't receive my invite email or verification email?
Please confirm that your accountant has invited you to Briefcase. If you still haven't received an email, check your spam/junk folder in case it went there. If you still face issues, reach out to us at support@briefcase.so
How do I add additional users to Briefcase?
Briefcase offers unlimited users for all connected entities. To add more people (e.g. employees) you will need to contact your accountant and share the emails of those you wish to add. They will then receive an email with the same sign up process as above
I didn't scan the WhatsApp QR code at sign up - where can I find it again?
You can find your WhatsApp QR code from Settings (Top right corner) → User
Make sure to use your phone's native camera to scan the QR code and to save us as a contact on your phone
Where can I find my Briefcase email address for forwarding documents for upload?
You can find the Briefcase email address(es) that you can use to forward upload documents from your email in Business Settings (bottom left corner) → Preferences → Forwarding Emails
How can I add new businesses or income streams to my account?
You can add new businesses directly to your HMRC account and they will be synced to Briefcase.
We do support multiple businesses per client (sole trade, UK property, & foreign property). However, we currently do not support adding new businesses directly on Briefcase after account creation yet.
Who do I contact if I need help?
If you have any questions or require support, please reach out to your accountant or to our team directly at support@briefcase.so