Dokta vs Pure Tax Investigations (HMRC Defence)

Instant AI Document Analysis

Forget manual data entry. Upload a photo, scan, or PDF of any document, and Dokta's AI, powered by Claude from Anthropic, gets to work. In under 60 seconds, it automatically reads the text (OCR), classifies the document type (invoice, quote, contract), and extracts critical data like amounts, due dates, and client information. This means your documents are instantly organized and actionable without you lifting a finger.

Automated Invoicing & Quote Management

Create professional invoices and quotes in just a few clicks. For freelancers on day-rate contracts, Dokta can even automate monthly invoicing. Send quotes with a secure online acceptance link, and with one click, convert an accepted quote directly into an invoice. This seamless workflow turns potential projects into billed work faster than ever before.

Real-Time Cash Flow Dashboard

Get an instant, crystal-clear picture of your financial health. Dokta's dashboard shows you billed revenue, collected revenue, outstanding payments, and VAT obligations at a glance. With a visual 12-month graph, you can track trends, forecast income, and make informed business decisions without needing to run complicated reports.

Smart Anomaly Detection & Client Management

Dokta actively protects your business. Its AI monitors for red flags like changed IBAN numbers, duplicate invoices, inconsistent VAT, or missing document numbering. Simultaneously, it automatically enriches client and supplier details using SIRET data and builds a payment history to help you understand who pays on time.

Expert Advocacy

Our team acts as a robust advocate for you, ensuring your interests are vigorously protected throughout the entirety of your tax investigation. We leverage our deep understanding of HMRC processes to challenge any unfair practices or assessments.

Tailored Approach

We recognize that every client's situation is unique. Our approach involves a thorough evaluation of your individual circumstances, allowing us to provide bespoke advice that aligns with your specific needs and goals.

Comprehensive Services

From navigating compliance checks to managing serious investigations under Code of Practice 9 (COP9) and Code of Practice 8 (COP8), we offer a full suite of services designed to address all aspects of tax investigations and disclosures.

Peace of Mind

Our mission is to alleviate the stress associated with tax investigations. With our experienced team by your side, you can focus on your business and personal life, knowing that your tax issues are in capable hands.

The Freelance Developer or IT Consultant

For freelancers working on Time & Materials contracts, Dokta is a game-changer. Set up your recurring contract once, and Dokta will automatically generate and send your monthly invoices. It tracks payments and sends polite, professional reminders for you, so you can stay focused on coding while your billing runs smoothly in the background.

The Creative Project Freelancer (Designer, Photographer)

Manage your creative projects from the first quote to the final payment. Create and send a visually appealing quote with an online acceptance link. Once your client approves it, convert it to an invoice with a single click. Dokta keeps all documents, communications, and payment statuses tied to the project, so you never lose track of a job.

The Solo Entrepreneur or Micro-Business Owner

Simplify your administrative life. Dokta ensures your invoices are compliant, helps you track all incoming payments, and can even alert you to upcoming URSSAF contribution deadlines. The real-time dashboard lets you easily monitor your turnover against the micro-enterprise ceiling, removing the stress from tax declarations.

The Small Business or Agency

As a small team, keeping track of documents from multiple clients and suppliers is tough. Dokta becomes your central document hub. It automatically organizes incoming bills and outgoing invoices, provides a clear view of cash flow, and flags any document anomalies, helping protect the business from errors and fraud.

Small Business Tax Compliance

Small business owners often face the pressure of HMRC compliance checks. Our team provides guidance and representation, ensuring that these investigations are handled efficiently and minimizing disruption to your business operations.

Serious Fraud Investigations

In cases of serious fraud investigations, we act decisively to protect your rights and interests. Our expertise allows us to navigate complex legal situations, ensuring that you receive fair treatment throughout the process.

High Net Worth Individual Support

For high net worth individuals, tax matters can involve intricate legal and financial issues. We provide bespoke strategies to manage tax disclosures, compliance, and inquiries, preserving your wealth and peace of mind.

Corporate Tax Investigations

Large corporations often undergo extensive tax investigations. Our team specializes in handling these inquiries with professionalism and expertise, ensuring that your corporate interests are safeguarded while working towards a favorable resolution.

Dokta is your AI-powered business partner, designed to take the headache out of document management for freelancers, solo entrepreneurs, and small businesses. At its core, Dokta is an intelligent platform that puts your documents to work for you. Simply drop any document - an invoice, quote, or contract - and within 60 seconds, Dokta's AI engine reads, classifies, and extracts all the key data. But it doesn't stop there. Dokta manages the entire document lifecycle: creating professional invoices and quotes, tracking payments, sending automated reminders for late invoices, managing contract deadlines, and even generating tasks automatically from your documents. It builds your client database from your documents, gives you a real-time view of your cash flow, and exports everything to CSV for your accountant. Hosted in Europe on AWS and fully GDPR compliant, Dokta is built with security and privacy in mind. It's the tool that stops you from chasing payments and doing admin on Sunday nights, so you can get back to doing the work you love.

Facing an HMRC investigation can be an incredibly daunting experience. Pure Tax Investigations (HMRC Defence) is your dedicated partner, acting as a protective buffer between you and the complexities of HMRC. Our team, led by Amit Puri, a former senior HMRC Tax Inspector with over 20 years of experience, is uniquely positioned to understand the intricacies of the tax system from both the taxpayer and HMRC perspectives. We provide tailored support to business owners, entrepreneurs, private clients, and large corporations, ensuring that each client receives clear, pragmatic, and discreet advice during tax disputes. Our primary goal is to resolve your tax issues efficiently, offering peace of mind and striving for the best possible commercial outcome. Whether you are facing a routine compliance check or a serious fraud investigation, we specialize in navigating HMRC procedures so you can focus on running your life and business effectively.

How secure is my data with Dokta?

Your data security is our top priority. Dokta is hosted on secure servers in Europe (AWS Paris) and is fully compliant with GDPR regulations. All data is encrypted using AES-256 encryption, both when stored and during transmission. We use enterprise-grade security practices to ensure your business and client information is protected.

What types of documents can Dokta process?

Dokta is built to handle the essential documents for running your business. This includes incoming invoices from suppliers, quotes you send to clients, contracts, and your own outgoing invoices. You can upload these documents as PDFs, photos, or scans, and the AI will accurately read and categorize them.

What happens if the AI makes a mistake reading a document?

You are always in control. After Dokta's AI analyzes a document (in under 60 seconds), it presents the extracted data to you for a quick review and validation. You can easily correct any field before confirming. This human-in-the-loop process ensures 100% accuracy while still saving you the vast majority of manual entry time.

Can I try Dokta for free?

Absolutely! Dokta offers a free Discovery tier to get you started. It allows you to process up to 15 documents per month at no cost, with a maximum of 5 pages per document. You also get access to the free invoice generator and unlimited client database. No credit card is required to sign up and try it out.

What types of HMRC investigations does Pure Tax Investigations handle?

We manage a wide range of investigations, including compliance checks, Code of Practice 9 investigations, and serious fraud inquiries, providing tailored support for each case.

How does Pure Tax Investigations ensure client confidentiality?

We prioritize your privacy and confidentiality, adhering to strict protocols to protect your sensitive information throughout our engagement.

What should I do if I receive an HMRC inquiry notice?

If you receive an HMRC inquiry notice, it is crucial to seek professional advice immediately. Our team can guide you through your options and represent you in discussions with HMRC.

Can Pure Tax Investigations assist with international tax issues?

Yes, we have extensive experience in dealing with international tax matters, including disclosures related to offshore assets and compliance with global tax regulations.

Dokta is an AI-powered document management platform designed to automate the paperwork for freelancers, solo entrepreneurs, and small businesses. It falls into the category of business and finance software, specifically focusing on streamlining the creation, tracking, and organization of essential documents like invoices, quotes, and contracts. Users often explore alternatives for various reasons. Your needs might evolve, requiring more advanced features or a different pricing structure that fits your budget. Some may prefer a platform that integrates with other specific tools they use, or they might be looking for a solution that caters to a slightly different business model or industry. When evaluating other options, consider what’s most important for your workflow. Key factors include the core features for document handling and automation, the overall cost and scalability of plans, the quality of customer support, and the platform's commitment to data security and privacy. Finding the right fit means balancing these elements with the specific demands of your business.

Pure Tax Investigations (HMRC Defence) is a specialized service designed to assist individuals and businesses facing tax investigations by HMRC. This service falls under the category of tax dispute resolution and advocacy, providing expert support to navigate the pressures of tax compliance and investigations. Users often seek alternatives for a variety of reasons, such as budget constraints, specific features that may better suit their needs, or differing platform requirements. When considering alternatives, it's important to evaluate factors such as the expertise of the team, the comprehensiveness of their service offerings, and their approach to client communication. You should also look for a provider that demonstrates a solid understanding of HMRC procedures and can offer personalized defense strategies tailored to your specific situation.