Short answer
Switching accountants takes about fifteen minutes of your time. You sign a new engagement, we write to your previous accountant for professional clearance and records, and we pick up from the last filed position.
Online accountants
Switch accountants online
Switching accountants online is simple: sign, we request your records, and we take over. No awkward conversations, no gap in filings, no extra cost.
Short answer
Switching accountants takes about fifteen minutes of your time. You sign a new engagement, we write to your previous accountant for professional clearance and records, and we pick up from the last filed position.
Written and reviewed by Waqas Sagar Member of ICAEW, Fellow of ACCA, Fellow of AAT, a double graduate and entrepreneur at heart, helping startups grow and serving thousands of businesses nationwide with an excellent team. Published by LimitedCompany.Accountants, 12 London Road, Morden, London SM4 5BQ. Reviewed 12 September 2026 against 2026/27 UK rates and current Companies House and HMRC guidance.
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Switching accountants takes about fifteen minutes of your time. You sign a new engagement, we write to your previous accountant for professional clearance and records, and we pick up from the last filed position.
01
The process
02
What to check before you move
03
What you should expect afterwards
The process
Engagement letter and identity checks, a disengagement and clearance letter to your previous firm, transfer of the accounting file and tax records, agent authorisation with HMRC, and a review of the current position before we start work.
What to check before you move
Whether any fees are outstanding, because a firm can exercise a lien over records where they are unpaid, and where you are in the filing cycle. Mid year is usually the easiest time, but any point works.
What you should expect afterwards
A named accountant, a clear list of deadlines for the next twelve months, and a review of the last filed accounts and returns. If we find something wrong, we tell you plainly and quote the correction before doing it.
Before you act
Rates, thresholds and deadlines quoted here reflect the current UK position and current HMRC and Companies House guidance. Check GOV.UK, or ask us, before relying on them for your own business.
Local help
Talk to a limited company accountant near you
We work with company directors across London and Surrey from our office at 12 London Road, Morden, London SM4 5BQ. Pick your area, or send the form below and we will call you back.
Frequently asked
Switch accountants online: questions directors ask
Do I have to tell my current accountant?
You sign a disengagement authority; we do the contact. Most people never have the conversation.
Will there be a gap in filings?
No. We identify every upcoming deadline during handover.
Is there a charge to switch?
No, onboarding is free. Catch up work, if any, is quoted separately.
What is included in a fixed fee for switch accountants online?
A clear proposal states the filings, bookkeeping frequency, VAT, payroll, software, meetings and response arrangements included. Catch-up work, specialist tax advice and one-off transactions should be identified separately before work begins.
Will I have a named accountant for switch accountants online?
Yes. Online delivery should not mean anonymous support. You have a named team, agreed review rhythm and clear routes for everyday questions, deadlines and decisions that need senior input.
What records are needed for switch accountants online?
Keep bank statements, sales and platform reports, purchase invoices, payroll records, VAT workings, finance agreements and Companies House correspondence. We confirm the exact list at onboarding and identify gaps before a filing deadline becomes urgent.
How much does help with switch accountants online cost?
The fee depends on transaction volume, record quality, VAT and payroll requirements, historic catch-up and the level of reporting needed. We agree a fixed scope and price before technical work starts, with published packages available on our fees page.
Can you take over switch accountants online from another accountant?
Yes. We request professional clearance, collect the prior records and authorities, check the next Companies House and HMRC deadlines, and give you one clear handover list. The process is normally completed remotely.
Can switch accountants online be handled online?
Yes. We work through secure cloud records, scheduled reviews and digital approvals, while keeping a named team available by phone, video call and email. Clients can also visit our Morden office by appointment.
Which accounting software works best for switch accountants online?
We regularly work with Xero, QuickBooks, FreeAgent, Sage and connected sales or expense apps. The right setup depends on transaction volume, integrations and the reports you need, not simply the software brand.
Google reviews
What Our Clients Say
“We worked with a few different accountants before finally settling with Accotax, and we're really glad we did. They take the time to understand how our business works and what our needs are. Anum, who looks after our account on a day-to-day basis, including reconciling invoices and preparing the annual accounts, is amazing, professional, efficient, and follows the processes we have put in place together. Accotax has made our accounting experience much smoother and easier. We see them as a long-term partner as our business continues to grow. I would 100% recommend them.”
“Accotax have been our accountants for many years now. We maintained them because of their professionalism. In the last couple of years I have been working with Imran, who has been very professional and helpful in guiding us through the whole process, explaining and clarifying every aspect of it. Very prompt in responding to questions and patient with us even when we seem to be slow.”
“I've been working with Accotax since January 2024, and their support has grown alongside my business needs. My personal allocated manager, Umer, provides tailored services for both of my companies, adapting as I expand and ensuring everything runs smoothly. They are responsive, knowledgeable, and always clear in their communication. Their help with accounts, VAT, payrolls, pensions and compliance gives me real confidence and peace of mind.”
Included approach
Organised, explained, on schedule.
Clear scopeDeadline visibilityHuman support