Four steps. One record.
Send a link from the matter. Your client answers on their own phone. Stamp separates the standard purchases from the complex ones, and every answer lands on your file.
From the matter to the file.
- 01
Send
Trigger the Stamp link from your case management system or CRM, or send it from your Stamp dashboard. You don't ask the tax questions and you don't give a figure.
- 02
Answer
Your client answers about 20 yes-or-no questions in plain English on their own phone. Complex cases get more questions, never more than 30.
- 03
Triage
Stamp reads the answers. A standard purchase gets one figure. A non-standard purchase gets a low and a high figure and the reason the answer isn't simple.
- 04
Record
Every question, every answer and a timestamp go into a PDF. The client keeps a copy, and the same PDF goes to your file.
Please check your stamp duty before we go further.
Most clients answer the same day.
clients complete their check within 24 hours of getting the link*
checks happen in the evening or at the weekend, when the client has time*
*Stamp.Expert data for checks completed in 2026, up to November 2026. Non-standard means something in the client's answers makes the stamp duty uncertain. Best and worst cases are the two ends of the range shown to the client; the amount actually due depends on the facts and, for non-standard purchases, on advice from a tax adviser. Stamp.Expert does not give tax advice.
46% of purchases need more than one number.*
Non-standard means something in the client's answers makes the stamp duty uncertain: a second property, a separation, an inherited share, a home being kept rather than sold. Stamp doesn't guess which figure is right. It shows the range and says why.
*Stamp.Expert data for checks completed in 2026, up to November 2026.
- One figure
- Green-light record for the file
- Nothing else to do
- A low and a high figure
- The reason, in plain English
- The client chooses how to get it confirmed
Independent advice. The client's choice.
A non-standard result gives the client three options, and Stamp records whichever they pick.
Choose an independent tax firm
From Stamp's open panel.
Use their own adviser
And share the result with them.
Decline advice
They confirm they have read the risk warning and are choosing to go ahead without advice. That confirmation goes on the record.
Stamp has no in-house tax advisers, so no one at Stamp gains from the choice your client makes.
Everyone knows their part.
| Your firm | Your client | Stamp | Tax adviser | |
|---|---|---|---|---|
| Sends the link | ✓ | |||
| Answers the questions | ✓ | |||
| Sorts standard from non-standard | ✓ | |||
| Confirms a complex case | ✓ if instructed | |||
| Keeps the record | ✓ | ✓ | ✓ | |
| Files the return | ✓ |
Send it from where you already work.
Stamp connects to leading case management systems and CRMs, so a fee-earner or adviser sends the link from the matter or the client record. No second login, no copying details across. The result comes back to the same place.
Don't see your system mentioned? Ask us on the demo.
Built into your system
The link goes from the matter or the client record.
Your branding
The client sees your firm's name on the link.
Reporting
A monthly report shows every check by firm, office or adviser.
The practical bits.
Does my client need to download anything?
Do we see the result?
Does Stamp file the SDLT return?
What if my client gets stuck?
See Stamp on one of your own files.
A short call: the client journey, a standard and a non-standard result, and the record your file receives.
- No set-up fee
- No subscription
- Works with your systems