Do your self-assessment — privately, in your browser
Import your bank statements, categorise expenses against HMRC tax codes, and generate your self-assessment summary. Everything runs in your browser — no servers, no uploads, no data exposure.
Everything you need for self-assessment
Import bank statements, categorise transactions against UK tax categories, and produce a self-assessment summary — without uploading a byte.
Bank statement import
Drop one PDF or a whole batch. Transactions, dates, and balances are extracted in seconds.
UK tax categorisation
Every transaction maps to UK tax categories — turnover, repairs, travel, financial charges, and more.
Self-assessment summary
See your net profit, income, and allowable expenses broken down by HMRC box number.
Export anywhere
Download as CSV, Excel, or a format ready for Sage, Xero, QuickBooks, or FreeAgent.
Your data never leaves your device
All processing runs in your browser. No servers, no cloud, no trust required.
Zero data collection
We never see, store, or access your documents. There is nothing to breach.
No AI training on your data
Your bank statements are never used to train any model. They stay on your device.
How it works
Four steps. Zero data leaves your device.
Import statements
Drop your bank statement PDFs — one file or a whole batch. Nothing gets uploaded anywhere.
Review transactions
Transactions, dates, and balances are extracted and validated right in your browser.
Categorise for tax
Assign UK tax categories to each transaction — use AI auto-categorisation or adjust manually.
Tax summary & export
Review your self-assessment tax summary, then download as CSV, Excel, or import into your accounting software.
The demo uses a sample statement. Sign up free to prepare your own self-assessment.
Works with your bank
Import statements from any of these banks to start your self-assessment. All processing runs locally in your browser.
Don't see your bank? Let us know and we'll prioritise adding it.
Your self-assessment, straight from the PDF
Transactions are extracted, validated, and categorised against HMRC tax codes — all inside your browser. Export to Sage, Xero, QuickBooks, and more, or download as CSV, Excel, or JSON.
Simple, transparent pricing
Every plan runs 100% in your browser. Your data never touches our servers. Cancel anytime.
Free
Meets HMRC free software requirements — full MTD functionality for one business, for a full annual accounting period.
- HMRC MTD quarterly submissions
- Self-assessment tax summary (SA103 & SA105)
- UK tax categorisation
- 10+ UK & international banks
- Statement merger & deduplication
- All export formats (CSV, Excel, JSON, OFX)
- Export for Sage, Xero, QuickBooks, FreeAgent
- Financial validation (5-rule checker)
- Loan interest calculator
- 1 HMRC business
- 100% browser-based — your data never leaves
Starter
For sole traders and landlords with multiple income sources.
Everything in Free, plus:
- Unlimited HMRC businesses
Frequently asked questions
Everything you need to know about PrivacyBooks.
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Read moreWhy We Process Bank Statements in Your Browser
Most financial tools upload your data to remote servers. PrivacyBooks takes a different approach — all processing happens locally in your browser.
Read more