Onboarding Checklist

We're delighted that you've chosen to work with us and can't wait to get started!

In order to get going as quickly as possible the are various bits of information we need to get from you. These will help us to:

1. get our systems and processes up and running, so we can help you more efficiently;
2. complete ID checks as required by law (sorry bit boring!);
3. request authority from HMRC for us to speak to them on your behalf;
4. and (if needed) contact your previous accountant to enable a smooth handover.

If you’re unsure about any of the questions, please don’t stress – just fill in the bits you know. Many don’t have to be answered now, but of course the more we can get, the quicker we can start helping you! Just skip the bits you don’t have to hand right now – the most important bits to get going are your personal details, your ID, and your current accountant’s details if you’re switching from another accountant to us.

So please complete the form to the right and let us start taking the stress out of your accounts.

Thank you