It’s great to have you onboard as a client and we look forward to working with you.

To get started we need some basic information to set up our files and get you registered as a client with HMRC.

Please follow the link below to complete as much as possible. Don’t worry if anything is missing as we may be able to get this elsewhere.

If you are moving from another accountant, then you will need to contract them and give them permission to provide the information we will be requesting. Usually, an email or phone call will suffice and if you need a template we can provide that for you.

Once we have your information we will continue our onboarding process with setting up Smart Vault (secure document management), Xero and anything else we discussed.

There is a link below to join our Facebook group and we’ll get you registered for our monthly newsletters. Additional newsletters and updates are posted in the Facebook group and uploaded to Smart Vault.

Any questions, please do not hesitate to ask.