Professional clearance handled with care

Moving accountants should not leave you guessing about deadlines, records or who is responsible for the next return.

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What professional clearance means

With your permission, we contact your previous accountant to request the professional information and records needed for an orderly transition. We keep you informed rather than asking you to chase documents alone.

    What we check during the handover

    We review filing dates, HMRC authorisations, payroll status and the information required to take over your agreed services.

      A practical next step

      Bring your latest accounts, tax return or accountant correspondence to an initial conversation. We will explain the transfer steps and the information that applies to your situation.