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Great to be working with you

We just need a few details
onboarding accountants

What happens next?

1

Click the “We just need a few details” button above and complete the questionnaire.

2

We’ll get you set up in our HMRC portal and request authorisation codes. Keep an eye out for these!

3

We’ll set you up with Xero and Dext and explain how to use them. Don’t worry: it’s easy!

4

We’ll keep in touch throughout the process to make sure everything’s okay.

Need to ask us something?

Questions are good!

Chances are you'll have some questions for us during the onboarding process. Feel free to call or drop us an email any time. We don't charge by the hour!

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