You send one email. We handle the rest.
Switching accountants should not create more work for you. Once you appoint TaxAce, you simply notify your current accountant that TaxAce will represent you and authorise them to release the necessary information. From that point, we manage the standard transition from beginning to end.
We agree the scope, fee and responsibilities before the transition begins.
Tell your existing accountant that TaxAce has been appointed and authorise the release of your records.
We handle professional clearance, records, HMRC authorisations, software access, deadlines and routine follow-up.
You receive a clear first-month plan, confirmed deadlines and one consistent TaxAce contact.
Standard transition management is included at no additional charge.
What TaxAce handles
- Professional-clearance correspondence with your existing accountant
- Requesting the accounting, tax, payroll, VAT and company records we need
- Following up for missing information and resolving routine handover questions
- Reviewing upcoming HMRC and Companies House deadlines
- Arranging HMRC agent authorisations
- Transferring or obtaining access to accounting software and relevant systems
- Checking opening balances and bringing forward key tax information
- Confirming responsibilities, deadlines and your first-month action plan
- Assigning your named TaxAce adviser and support team
Choose your situation to see exactly how getting started works.
- Confidential review of your current accounting, tax and reporting position.
- A clear monthly scope, responsibilities and a fixed proposal.
- Professional clearance and handover, managed by TaxAce.
- HMRC agent authorisations and software access set up.
- A named TaxAce adviser assumes ongoing responsibility.
- You explain your annual tax position and pick the relevant route.
- TaxAce confirms the correct service and a fixed fee.
- You upload your documents securely.
- Your named adviser prepares and reviews the work.
- You approve before anything is submitted to HMRC.
- A confidential discovery call with a senior adviser.
- We map entities, income, property, investments, jurisdictions and upcoming decisions.
- A clear compliance and advisory scope is agreed, with responsibilities and boundaries.
- Urgent risks and annual obligations are stabilised first.
- We move onto a scheduled annual or quarterly review cycle, with project scopes as needed.
Your authorisation email, written for you.
Fill in four details and copy the text. Nothing you type leaves your browser.
The email is written in English because it goes to your existing UK accountant.