Help Centre

What are the next steps to onboarding us?

To set up as a client we need to go through certain money laundering and contractual processes to ensure time wasted on admin is minimised as much as possible.

NEW CLIENT FORM - this is required so we can get going and act on your behalf with HMRC. Access your webform here.

LETTER OF ENGAGEMENT - this is the contract between us, we’ll draft it and ask you to echo-sign it.

GO CARDLESS DD MANDATE – this allows us to get paid; we’ll send a link to set up direct debit.

PROOF OF IDENTITY – to prove who you are we need photo ID, normally your driving licence or passport, send your copies here or use the webform above.

PROOF OF ADDRESS – a bank statement, letter from the revenue or a utility bill, scan and send it to us, as above.

PREVIOUS ACCOUNTANT – if applicable we need to write to your previous accountant and obtain the detailed numbers making up your last accounts/return. There is an absolute code of honour that this is done without undue delay.

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