Help
The things UK SMEs do every week.
Walkthroughs for the actions that matter — VAT, RTI, Companies House, CIS, invoices, payroll, importing your old books. If a guide is missing, tell us and we'll add it.
Library at a glance
13 guides- Accounting
- 4 guides
- Compliance
- 2 guides
- Payroll
- 1 guide
- CRM
- 2 guides
- Setup
- 2 guides
- Migration
- 2 guides
Walkthroughs of real flows — no setup wizards, no upsells.
Accounting
File a VAT return under MTD
Prepare, review and submit a VAT return directly to HMRC under Making Tax Digital.
Read the guideIssue and track invoices
Create an invoice, send it, watch it get paid, reconcile the receipt automatically.
Read the guideManage business rates
Book the council bill, schedule the monthly instalments into your cash forecast, reconcile them when you pay.
Read the guidePrepare an R&D tax credit claim
Organise R&D-eligible projects, staff time, subcontractor invoices and software costs through the year, so the year-end claim pack for your adviser is straightforward.
Read the guide
Compliance
File a Companies House confirmation statement
Review your PSC and SIC data, approve the return, and file the annual CS01 through the WebFiling connection.
Read the guideSet up CIS deductions for subcontractor bills
Verify subcontractors with HMRC, apply CIS deductions on bills, and prepare the monthly CIS300 return.
Read the guide
CRM
Set up multiple sales pipelines
Configure separate pipelines for sales, renewals and onboarding, each with its own stages and probabilities.
Read the guideAuto-enrol deals into email sequences
When a deal enters a chosen pipeline stage, automatically enrol its contacts into a multi-step email sequence — no manual list management.
Read the guide
Setup
Connect Stripe to take card payments
Authorise the YionStack Stripe connection so card payments land in your account and reconcile to invoices.
Read the guideBack up your business as an archive
Export every entity (accounts, contacts, invoices, expenses, websites) as one portable archive you can restore.
Read the guide
Migration
Missing a guide?
The help library grows from the questions customers actually ask. Tell us what's missing and we'll add it.