01Before filing
Preserve & reconcile
Trace the figure to its supporting evidence.
Keep records, documents, calculations and decisions connected without rewriting the source.
In development · first release: UK sole-trader Income Tax
Continuous tax assurance for UK accounting firms
Tax assurance, made continuous.
Levyloom is building the assurance layer that connects every material in-scope figure to its evidence, professional approval and the as-filed return—then surfaces relevant change within explicit coverage.
Evidence, a reported figure, the as-filed record, and later change remain connected through one governed assurance loop.
Illustrative case · Sole trader Income TaxHard block
Illustrative discrepancyA return can be ready and still be wrong.
- Draft return
- £84,200
- Verified records
- £86,700
- Difference
- £2,500
The operating problem
Prove the position. Then preserve it.
Before filing, evidence fragments. At filing, the handoff can drift. After filing, relevant change can disappear from view. Levyloom is designed to keep that chain intact.
Closed-loop assuranceOne position · every relevant version · one defensible history
Designed intent02At filing
Approve & verify
Compare the as-filed return with the approved position.
Bind judgement to one exact version, then keep the as-filed record and available authority evidence distinct.
03After filing
Monitor & amend
Keep relevant change from disappearing.
Compare change with the active Filing Snapshot and open controlled review when action, judgement, uncertainty or recovery is required.
- 01Original evidence
- 02Canonical facts
- 03Reported figure
- 04Approved position
- 05Filing Snapshot
- 06Monitored change
First releaseOne UK sole trader · one self-employment business and income source · one tax year · material turnover and allowable-expense fields of an externally filed Income Tax position
Current maturityBlueprint journeys · today’s runnable product is the engineering foundation, not an end-to-end tax workflow
- 01Assurance, not bookkeeping
Evidence, figure support, review, filing continuity and monitoring are in scope.
- 02Works alongside filing software
Filing-capable, not filing-dependent: external filing remains supported; native Levyloom Submit is optional future scope.
- 03No standing external accounts
External participants receive only an expiring, purpose-bound request or authorised proof-pack link.
The continuous loop
Preserve. Reconcile. Approve. Verify. Monitor. Amend.
A filing is a checkpoint, not the end. Levyloom is designed to preserve the path into the return, verify what happened at filing and govern relevant change afterwards.
Product blueprint · illustrative view
Illustrative first-release case · Sole trader Income Tax
One discrepancy becomes a governed decision.
The source-backed figure and draft return disagree. Filing remains blocked.
- Draft return
- £84,200
- Verified records
- £86,700
- Difference
- £2,500Must resolve
- Assurance gate
- Hard blockMust resolve
What Levyloom preservesLevyloom isolates the difference, preserves why it matters and opens Figure Trace. It cannot be dismissed with a manual “mark resolved” action.
- 01
Preserve source evidence
Preserve immutable captured versions of original records and documents with attribution.
Evidence lineageOriginal proof stays intact - 02
Reconcile facts and figures
Resolve source meaning without editing financial rows or hiding uncertainty.
Supported positionEvery material in-scope figure is explainable - 03
Approve the exact position
Bind professional judgement to one frozen candidate, policy and named approver.
Version-bound decisionThe approved position is exact - 04
Verify what was filed
Compare the approved position with the actual as-filed return and evidence.
Filing continuityDrift cannot disappear - 05
Monitor relevant change
Compare new evidence and source change with the active Filing Snapshot.
Explicit coverageOnly affected paths are reassessed - 06
Govern the amendment
Preserve the original filing; only a verified amendment and sealed successor snapshot can become the active baseline.
Continuity over timeA controlled successor position
What stays linkedEvidence, calculation, approval, as-filed record, baseline and every later impact.
ApprovedAs filedAuthority observed
Filing continuity
Approved, filed and observed stay distinct.
Levyloom is designed to compare the exact approved and as-filed positions, then attach only the authority evidence actually available. No state borrows certainty from another.
Figure Trace
From £86,700, follow the line back to proof.
Before filing, verified turnover is supported by 148 sales records, 147 bank matches and 146 documents. Explore this earlier source-evidence example to see why one missing invoice blocks the draft.
Before filing · the draft and source evidence are compared here.
Secure Request Pages
Request exactly what is missing—without another account.
An expiring request page exposes only the bounded question and preserves the response for firm review. External participants receive no standing Levyloom access in the initial product.
LevyloomSecure request
One secure requestClarify invoice INV-2048
Invoice INV-2048 is absent from the current draft return.
- Access
- One expiring request only
- What happens next
- Your accountant verifies the response
Request scopeOne invoice question
Firm PortalProfessional review
Firm-side continuity
One response. Back in the accountant’s hands.
- Request scopedOnly INV-2048 is exposed
- Response preservedVerified contact channel and submission time remain attributable
- Accountant confirmsClient assertion is not filing truth
Firm actionConfirm the client assertion
Illustrative journey. No live request, file transfer, permanent client account, or workspace access is implied.
Firm-wide control
Professional control, without another task board.
Capability-gated actions, version-bound approvals, explicit coverage and immutable history keep professional accountability visible.
Product blueprint · illustrative control views
01
Control
Capabilities decide what can happen next.
Actions appear from role, independence, evidence, gate and lifecycle truth—not from a manually chosen task status.
Current gateFiling blockedEvidence required
02
Exact approvals
Judgement binds to one immutable candidate.
Professional approval records who approved which exact version, under which policy and with what reason.
03
Coverage
Monitoring says only what its sources can support.
Freshness, scope, stale connectors and unobserved periods remain visible. Silence never becomes “no change”.
04
History & recovery
Later truth never rewrites the original filing.
A governed amendment preserves the first Filing Snapshot, then activates a successor baseline with complete lineage.
Trust boundaries
Confidence is earned in layers.
AI suggests. Professionals decide. History never gets rewritten. Coverage qualifies every claim. Filing and authority truth still require their own evidence.
Assurance truth
No layer borrows certainty from the next.
A captured source is not yet a governed fact. An approved position is not yet as filed. Monitoring cannot exceed its active coverage.
- 01Source capturedOriginal version and provenance preserved
- 02Fact promotedGoverned meaning accepted with lineage
- 03Figure assuredSupport status and limitations evaluated
- 04Position approvedNamed professional approves one exact version
- 05As filed capturedActual return reconciled against approval
- 07Monitoring activeCoverage and baseline are explicit
Design partners
Help shape continuous tax assurance.
Levyloom is in development. We are inviting UK accounting-firm leaders to test the closed-loop blueprint against the way tax assurance really works.
Discuss your workflow