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Insights

Practical notes for practices

Plain-English guides on the admin around the accountancy: deadlines, chasing, onboarding and client data. Every fact is dated and linked to its source.

Data protection

Using AI with client data: seven questions for a UK practice to ask first

Before an AI tool touches client records, ask who the processor is, where the data goes, whether it trains models, who approves outputs and what gets logged.

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Onboarding

A client onboarding checklist for small UK accountancy practices

Engagement letter, AML due diligence, professional clearance, HMRC authorisation and Companies House ID: what to collect when a new client says yes, and in what order.

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Making Tax Digital

MTD from April 2027: finding the clients who cross £30,000

The £30,000 threshold is set by 2025 to 2026 returns, which practices are preparing now. How to spot the next Making Tax Digital cohort and get them ready in time.

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Client chasing

Chasing clients for MTD records without souring the relationship

Quarterly updates mean asking every client in scope for records four times a year. A practical approach to timing, wording and escalation that clients accept.

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