First, your name — this lets us keep everything you submit together in one place.
This form takes around 10 minutes. Have the items below ready where you can — but don't worry if you don't have everything. Optional sections can be skipped and we'll follow up.
Personal information for identity verification purposes.
Select all that apply. We'll ask tailored questions for each one.
Tell us about how you trade. Complete what you can — leave anything you don't have to hand.
Your Government Gateway login lets us link your accounts to HMRC online. This stays strictly confidential.
Tell us about your rental properties.
This helps us set up or connect to your existing systems straight away.
If you're switching from another accountant, we handle the handover — you don't need to have an awkward conversation with them.
Based on your earlier selections. Skip anything that doesn't apply or that you don't have to hand.
Upload your photo ID and proof of address. These are required by law before we can start work. Files are saved securely to your private client folder.
Click to upload your passport or driving licence
JPG, PNG or PDF — max 10MB
Click to upload a utility bill, bank statement, or HMRC letter
Must be dated within 3 months — JPG, PNG or PDF
P60, previous tax return, accounts, PAYE letters, etc.
Tell us anything useful that doesn't fit elsewhere — upcoming changes, concerns, deadlines, or context about your business.
We've received your information and will be in touch within one working day to confirm your onboarding is complete and to arrange next steps.
If you need to send anything else in the meantime, just reply to the email you received from us.