On-boarding Form

If you have any questions regarding this form at any point, please feel free to call us on 02380 610 573.
The form consists of the following sections:
- About you
- About your business partner/s (if you have one)
- About your company(ies) (if they are already set-up)
- About your previous accountant (if you had one)
- Working with us
To complete this form you will need the following to hand:
- Your details (including your NI number)
- Your business partner/s' details (including their NI number)
- Your company(ies) information (if applicable)
- Your company(ies) VAT Registration details (if applicable)
- Your previous accountant's contact details
Saving your progress
If you have a Gmail account make sure you are logged-in so you are able to save your progress. You can then come back to make changes until you are happy to submit the completed form.
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