Welcome onboard
We'll soon have you flying...
The onboarding process is a critical system as it’s the first experience you, as a new client have of us. It’s also the runway that commences launch of our services. The onboarding system is made up of 4 key pathways which run in parallel with each other and ensure the most efficient onboarding process.
The Launch sequence
The launch system runs all the other onboarding systems. It starts when you press accept on your proposal and stops when your onboarding meeting has taken place and delivery of services begins.
Professional clearance
The clearance process can be a challenge as we're dealing with a 3rd party and we're relient on them to act efficiently. So, our process is designed to make this clearance process as pain free as possible.
HMRC authorisation
We need to acquire authorisation from HMRC in order to access your tax details and become registered as your agent for each tax.
Access to 3 power apps
We need to timetable your deadlines, set up reminders and access your bookkeeping software to help you start saving time straight away with automated receipt and bill capture via DEXT.
Ready to get started?
Please work your way through items 1 to 3, this is a carefully curated list of everything we need to get the ball rolling.
