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Steps To Get Your Clients Set Up for Success with Landlord Studio

Don’t wait, set your landlord clients up for Making Tax Digital (MTD) success today.

Logan Ransley avatar
Written by Logan Ransley
Updated this week

The earlier you get them started, the smoother the transition will be. This guide provides a proven, step-by-step strategy to drive Landlord Studio uptake quickly.

How To Maximise Uptake

Rolling out new software can feel daunting, and it’s easy for clients to delay change, especially if their current system mostly works. But with Making Tax Digital (MTD) on the horizon, switching to an MTD-ready solution like Landlord Studio is no longer optional.

The good news? The sooner your landlord clients get started with Landlord Studio, the sooner they’ll see how easy it is to manage rental income, stay compliant, and get ahead of their MTD obligations—free until April 2028.

So, how do you drive adoption and make the rollout smooth? Lead with value. Communicate clearly. Offer proactive support.

This guide gives you everything you need to help clients make the switch:

  • Proven messaging that cuts through the noise

  • Done-for-you email and call templates

  • A simple 4-step plan to drive sign-ups and long-term engagement


4 Steps to Drive Landlord Sign-Up

➡️ Step 1: Send a Personalised Intro Email

Send a warm, personalised message before the official invite. Let them know what to expect and why this matters.

Goal: Explain what’s changing (MTD), why you’re helping, what Landlord Studio is, and that it’s free until April 2028.

Here's a simple email template you can copy.

Subject: Let’s Make Tax Digital Easy and Free

Hi [Landlord Name],

As you may have heard, new government rules called Making Tax Digital (MTD) are coming in April 2026. This means all landlords must keep digital records and submit quarterly tax updates.

To make this simple (and save you money and time), I’m partnering with Landlord Studio – a landlord-specific software that will help you:

  • Track your rental income & expenses

  • Snap receipts from your phone

  • Connect to your bank

  • Get ready for MTD stress-free

Best of all: You’ll get full PRO access for free until April 2028.

Look out for an invite from Landlord Studio soon, and just follow the steps to set up your account and let me know if you have questions.

If you want to get a head start, here’s a short video showing how it works:

I’ll support you through the process.

Speak soon,
[Your Name]


➡️ Step 2: Send a Quick Reminder (Call, WhatsApp, or Text)

Why: People are more likely to act if they expect something and know it’s from you.

Quick script for a call or message:


"Just a heads up—I’ll be sending you a Landlord Studio invite this week. Accepting it is the first step to being MTD-ready, and you’ll get all the features for free."


➡️ Step 3: Send the Official Landlord Studio Invite

Send the Landlord Studio invitation within 1-2 days of your email/message.

Tip: Add a calendar reminder to follow up if they haven’t accepted within 3 days.


➡️ Step 4: Follow Up With a Friendly Nudge

Example follow-up:

"Hi [Name], just checking you saw my previous email and the Landlord Studio invite? Let me know if you need help getting set up. It only takes a few minutes."


💡 Other Ideas to Boost Uptake

  • Share the value of Landlord StudioRead through our article

  • Add an incentive: e.g. “First 10 landlords to sign up get a free tax checklist download” (or even a small coffee voucher if your firm can swing it)

  • Share a case study/testimonial: “Here’s how landlords are saving £400+ and hours of admin with Landlord Studio - read reviews here

  • Remind via WhatsApp/SMS: Fast, informal, and often more effective than email.


Summary Checklist for Accountants

  1. Send a personalised intro email (template above)

  2. Mention the upcoming invite in the call or via WhatsApp

  3. Send the official Landlord Studio invite

  4. Follow up after 3 days if not actioned

  5. Offer to support/answer questions

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