Simplifying

 

Finance & Tax

 

for

 

Sole Traders

&

Professionals

 

FiloWealth is the all‑in‑one app that simplifies finances and tax for sole traders and professionals.

Within the app, users can activate and use FiloTax, FiloPro, or FiloPlan — each designed to work seamlessly together to give you a complete, consolidated view of your financial life.
Whether you're a sole trader managing business accounts and MTD submissions, or a professional tracking investments, planning retirement, setting budgets, or preparing for tax season, FiloWealth brings everything together in one secure, intuitive experience across all your devices.

 

 

FiloTax

Submit and manage your MTD or Self Assessment returns directly with HMRC.
Enjoy real‑time tracking, compliant digital record‑keeping, and a smooth workflow, especially when paired with FiloPro inside the FiloWealth app.
 

FiloPro
 

Professional‑grade accounting for sole traders and landlords.
Track income, expenses, invoicing, and business accounts with simple, compliant tools designed for real‑world workflows.
Fully integrated with FiloTax for effortless submission and end‑to‑end tax compliance.
 

FiloPlan
 

A complete view of your financial life.
Track assets, liabilities, net worth, and long‑term progress in one place.
Set, model, and monitor your financial goals — from building wealth to planning retirement.
Includes FiloBudget, a clean, intuitive budgeting tool to help you manage everyday spending and monthly cash flow