Gather your records
Have company details, current payroll records and opening balances ready. We will discuss what you need to bring across; automatic migration is not promised.
Keep control of your records, prepare your people and choose a clear changeover date.
Moving your business takes more than a password. Your introductory package includes time with a real person to help you get organised.
Plan your move ↗Prepare your company, discuss your current records and agree your next steps.
A follow-up to review progress and answer your setup questions.
Have company details, current payroll records and opening balances ready. We will discuss what you need to bring across; automatic migration is not promised.
Run comparisons alongside your current system and review outputs before changing your working process.
Choose one system to submit each HMRC return. Confirm company references, permissions and service setup before live filing.
Use your included follow-up to discuss setup questions and the next steps. Appointments are subject to published availability.
Questions before you join? Contact the team. No appointments are promised until a published slot is booked.