What makes Agent Mode different?
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.
Building on strong foundations
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.
