How it works

Quote. Upload. Filed online.

A simple three-step, fully online process. Built so you don't have to think about your accounts — and don't have to take a day off work to meet an accountant.

Get a Quote How we handle your data
Krishna Prasad Dahal, Chartered Accountant

Reviewed by Krishna Prasad Dahal FCCA, ACA (ICAEW), FCA (ICAI India)ICAEW Council Member · Last reviewed

The process

Three steps from quote to filed.

  1. 01

    Get a free quote

    Tell us about your company or income — limited, landlord, sole trader or VAT-registered. We reply within one working day with a fixed fee and exactly what's included. No call required.

  2. 02

    Upload your records online

    Once you're happy, share your records through our secure online portal — bank statements, invoices, payroll data. We tell you exactly what we need. No office visits, no paper forms.

  3. 03

    We file on your behalf

    Your UK Chartered Accountant prepares everything, walks you through it in plain English, then submits to Companies House or HMRC. Most filings are completed within 3 weeks of receiving your records (7 working days for micro-entity accounts) — or within a week for an additional £150. You get copies of everything.

Start with a free quote

Detailed timeline

What happens, day by day.

A typical annual filing — for example a Corporation Tax return — from enquiry to confirmation. Standard turnaround is around three weeks from receiving your records; micro-entity accounts take 7 working days, and express filing within a week is available for an additional £150.

  1. Day 0

    You submit the quote form

    Takes under a minute. You get an automated confirmation email with a summary of what you sent.

  2. Day 1

    Fixed-fee quote in writing

    A chartered accountant reviews your details and emails back with the fixed price, scope, timeline and a list of records needed. No obligation to proceed.

  3. Day 2

    Secure portal access

    Once you approve, we send a login to our secure client portal. You upload records — bank statements, invoices, payroll reports — encrypted in transit.

  4. Week 1–2

    Preparation & review

    We prepare your accounts or tax return. An ICAEW Chartered Accountant reviews every line before anything is sent to you.

  5. Week 2–3

    Your review, in plain English

    We walk you through the numbers, highlight any tax-saving opportunities, answer questions. Approve by e-signature.

  6. Week 3

    Filed with HMRC & Companies House

    We submit on your behalf. You receive confirmation emails, copies of every filing and a calendar reminder for next year.

Our promise

Why it works — and why it's different.

Established 1970s

UK Chartered Accountants since the 1970s. We've seen every edge case HMRC can throw at a small business.

100% online workflow

Secure intake portal, e-signatures, MTD-ready filings. No office visits, no printed forms, no fax machines.

ICAEW Chartered Accountant sign-off

Every filing is signed off by a UK Chartered Accountant.

Before you start

Documents we'll ask for

We tell you exactly what we need for your service. Most requests include:

  • Photo ID and proof of address — anti-money-laundering checks are a legal requirement for every new client
  • Bank statements for the period, for every business account
  • Sales and purchase invoices, receipts and any loan or asset paperwork
  • Last year's accounts or tax return, if you filed one
  • Your Companies House authentication code and/or UTR, so we can act for you

Switching accountants

Moving to us from another accountant

  1. Accept your quote. We agree the fee and scope in writing.
  2. We contact your previous accountant. As ICAEW members, we ask them for professional clearance and any information we need to take over.
  3. You authorise us with HMRC and Companies House. We send you the steps to follow.
  4. We pick up from where they left off. Upcoming deadlines are checked first, so nothing is missed during the handover.

Security & data

Your records, handled with proper care.

Accounting involves your most sensitive documents — bank statements, HMRC correspondence, payroll. Here's exactly how we handle them.

How data is transmitted

All document uploads use TLS 1.2+ encryption in transit. We do not accept documents by email attachment for routine uploads — the secure portal is required. If you must email, we accept password-protected files with the password shared separately.

How data is stored

Client data is stored on UK-hosted servers with encryption at rest. Access is restricted to the accountant working on your engagement and our compliance partner. We retain records for 7 years as required by HMRC and ICAEW, then securely delete.

Third parties

We only share your data with HMRC, Companies House and — where applicable — Xero / QuickBooks / FreeAgent via authorised API integrations. We never sell, rent or share client data with marketing, advertising or aggregator services.

Your rights (UK GDPR)

You can request access, correction, export or deletion of your personal data at any time. Full details in our privacy policy.

Anti-money-laundering checks

As an ICAEW-regulated firm, we're required by UK law to carry out AML checks on every new client (passport, proof of address, ownership checks). This is non-negotiable — any firm that doesn't is operating illegally.

Ready when you are

Simple to start. Serious when it matters.

Free quote. Fixed fee. Fully online.

Get a Quote
UK Chartered Accountants · ICAEW-regulated
100% Online
Fixed fees from £149
PII insured