What happens next?

Once you provide us with your details, at least your name, business name, and address, here’s what happens next:

  1. We upload an Engagement Letter for you to check and e-sign.
  2. You’ll be given access to a file sharing website.
  3. We’ll ask for some further details about the significant business owners.
  4. You’ll need to upload copies of identification for each of the significant business owners.
  5. If you have a current accountant, we’ll contact them to request a handover.
  6. You’ll be invited to download free business and tax saving guides, and to subscribe to our monthly tax tips emails.
  7. Once we have everything we need, we can start to provide you with accountancy services.