Changing any services provider, no matter what the service is, should be simple.

This is why we at Hive have developed a system that makes transferring your accountancy service easy. Our aim is to complete the transfer as swiftly as practicable, ensuring that we are in place providing comprehensive support and services as soon as possible.

By completing four simple steps new clients should be able to glide through the engagement process whilst we complete regulatory requirements and professional obligations in the background.

Step 1:
The checklist, this takes around 10 minutes to complete. The questions are straight forward.

The completion and submission of the checklist is imperative as some of the information provided allows us to complete the regulatory anti money laundering check.

Step 2:
Advising your accountant, you are transferring. We provide a template letter for this. If you have not let your accountant know you are leaving, you only need to change the relevant details and send the letter.

We will never contact your current accountant without prior authorisation from you.

Step 3:
Agent authorisation. We use information you provided in the checklist to request authorisation to act as agents for your tax affairs. You will receive a letter from HMRC in the post at your registered address. You just need to forward on the code supplied.

Once all three steps are completed you will be fully engaged with Hive Business. As stipulated above our aim is to work through the on-boarding process as swiftly as possible so that we can start helping you from the outset.

If you are interested in learning more about Hive and the service that we offer, please do not hesitate to contact us.