Capital Gains Tax across every client, one correct engine.
Pooled applies HMRC's share-identification rules — same-day, 30-day and Section 104 pooling — across shares, funds and crypto, and remembers each client's pools year to year. Built for the people who do this for a living.
The engine is live today — try it on the seeded demo. Multi-client management is in active development; the beta shapes what ships.
A client with a GIA, an ISA and a Coinbase account is three tools and a spreadsheet reconciliation. Do that across a book of clients, every January, and the share-matching alone eats the week. Pooled is one engine that holds all of it — and holds it from one tax year to the next.
Built for a book of clients
One workspace per client
Each client keeps their own accounts, pools and carry-forward. Switch between them without exports, spreadsheets or re-keying — the year-to-year pool state is remembered for every one.
The same audited engine, every client
Same-day, 30-day bed-and-breakfast and Section 104 pooling applied identically across the board — with the rule-by-rule audit trail you can put in front of a client or defend to HMRC.
Shares and crypto in one place
The clients other tools send you away for. Equities, funds and crypto flow through the same pooling — crypto pooled per token — so you are not stitching a crypto-only tool onto a share-matching one.
Per-client SA108 figures
Read off SA108-shaped numbers with the annual exempt amount applied, ready to transcribe or export. CSV and PDF per client, with the working shown.
A missing price is a task, not a guess
Foreign-currency and crypto-swap rows are valued from HMRC official monthly rates where possible, and flagged for you where not — never silently invented. You stay in control of every figure.
Your clients’ data, handled properly
Workspace-scoped with row-level security, export or delete on request. Built for the confidentiality your clients expect and your obligations require.
Live today
- The full HMRC same-day / 30-day / Section 104 engine
- Shares, funds and crypto through one pool set
- Rule-by-rule audit trail and SA108-shaped figures
- Import from major brokers and exchanges, or map any CSV
In the accountant beta
- Multiple client workspaces with one-click switching
- Per-client export bundles (SA108 CSV + PDF)
- Practice billing and team access
- The priorities you tell us matter most
Shape the tool you'll use every January.
Tell us how many clients you handle CGT for and which brokers and exchanges they use. Beta places are limited and prioritised by fit.
Register your interestPooled is informational tax software, not a substitute for your professional judgement — every figure is yours to check before you file.