Form First
Please complete our onboarding form, each individual (sole trader/partner/shareholder) would need to complete one. Also, if we are acting on behalf of a limited company/partnership/LLP, there is also a separate onboarding form to complete.
ID Request
Each individual will shortly receive a request for ID (passport or driving licence) for our AML compliance to complete.
Switching?
If you are switching accountants, we kindly ask you to inform them as we send over our professional clearance once the onboarding forms are complete.
Codes Ahoy!
Depending on the services we are responsible for, HMRC will issue codes to you via post for us to be appointed tax agents. Please share once you have received so we can deal with HMRC on your behalf.
Your very own Portal
Finally, we’ll get you set up on our internal practice management system, Karbon, which gives you your very own client portal and allows us to import all the jobs and tasks we are responsible for. From here, you will receive client information requests, sign documents and can upload any relevant information throughout our engagement.
Thank you and we look forward to working together.
