Switching accountants

In short, yes, but we like to try other ways of communicating first.

We believe most conversations can be held via the TaxBoxx App, email, phone and web meetings (think Zoom). We’ve done it successfully for years and have discussed pretty much every topic you can think of this way.

Communicating remotely has a few major benefits such as; being able to have a conversation quicker, saving travel time getting to and from a meeting destination, and having all your resources available to hand (such as your computer and paperwork).

We do however understand the value that face-to-face meetings offer, so if we’ve tried other communications methods and you’d still like a face-to-face meeting, we’d be happy to meet you in-person!

The first step is for our team to arrange a call with you. During this call we’ll gather the information needed to carry out our identity checks and deliver our service. We’ll also help you get the TaxBoxx app set up on your mobile phone.

Once you’re in the TaxBoxx app we’ll need you to upload two forms of ID, as well as approve our letter of engagement. Our letter of engagement will detail the services to be carried out, our fees, and also our general terms of business.

Finally, we’ll need you to complete our online form to set up a direct debit that allows us to collect our monthly fees.

You’ll have direct access to our team who are ready to help throughout this entire process.

Of course! We offer calls and web meetings outside of office hours on an appointment basis. To arrange an out-of-hours appointment please send us a message using the form on this page.

Absolutely not. We have no intention of trying to keep clients that no longer require our service. You can leave anytime (we hope that you don’t!). All we ask is for 30 days notice so we can wrap-up anything outstanding and prepare your handover paperwork.