Last updated: 18 October 2026
How to switch accountants in 4 simple steps
Changing accountant is easier than most people think, and you can do it at any time of year, even close to a deadline. You don't need to speak to your current accountant first. We handle the handover for you.
Step 1: Get in touch
Tell us about your business and what you need. We'll give you a fixed fee up front, with no hidden extras. Get a quick quote or call 0800 644 1258.
Step 2: Sign the letter of engagement
You sign our engagement letter online. We complete our anti-money-laundering identity checks, which UK accountants must carry out by law.
Step 3: We contact your previous accountant
With your permission, we send a "professional clearance" letter to your old accountant. It asks for the information we need, such as prior-year accounts, tax returns and HMRC and Companies House codes. Professional bodies such as the ICAEW and ACCA expect accountants to reply promptly. We also set up our authorisation to deal with HMRC on your behalf.
Step 4: We do the rest
We add your deadlines to our automated reminder system, move your bookkeeping into cloud software such as Xero or QuickBooks if you wish, and take over all filings. You focus on running your business.
When is the best time to switch?
Any time works, but switching soon after your year end or after a filing gives the cleanest handover. If a deadline is close, such as 31 January for Self Assessment or your company's accounts deadline, switch now. We prioritise urgent filings to help you avoid penalties.
Reasons people switch to Accotax
- fixed monthly fees with unlimited email and phone support;
- a dedicated accountant who knows your business;
- proactive tax planning, not just year-end compliance;
- readiness for Making Tax Digital for Income Tax, which started on 6 April 2026 for income over £50,000;
- regulated chartered accountants.
Switching accountants FAQs
Will my old accountant charge me to hand over?
They may charge for work already done. But they should not hold back documents that belong to you, and professional rules require them to respond to clearance requests.
Do I need to tell HMRC?
No. We request agent authorisation and you approve it. Our authorisation usually replaces your old accountant's for each tax.
How long does switching take?
Usually 1 to 2 weeks, depending on how quickly your previous accountant replies.
Ready to switch? We look after limited companies, the self-employed, landlords and contractors. See our pricing or book a call back today.