Every detail accounted for
Providing your records
Use the business’s approved document-transfer process.
SCOPE · FEE · RESPONSIBILITY
Bring the useful records
Begin with the current accounting-system list, the reporting period and the records requested in your onboarding note. A clear index is more useful than several unlabelled email attachments.
Discussed before work begins
A private handover
After the engagement is agreed, the client coordinator explains the private document-handover route. Do not send identity documents, payroll details, account passwords or tax records through the general website form.
Discussed before work begins
Keep responsibilities clear
We agree who will supply missing information and who will answer record questions. Access and document-sharing arrangements are reviewed when the work ends or the relationship changes.
Discussed before work begins