Sector pains
What we hear from accountants
- Self-assessment and year-end deadlines leave very little room for change.
- Client records and tax software need dependable access and tested backups.
- Staff share devices and mailboxes in ways that are hard to see and easy to get wrong.
- Copilot looks promising for review and drafting, but only if permissions are right first.
Compliance
Compliance notes
- Client financial data needs clear access controls and an audit trail.
- Practices need to show sensible controls to clients, insurers and professional bodies.
- Backups should be verified, not just reported as green.
This is general information, not legal or regulatory advice.
We plan changes around your calendar, not ours. A change freeze around your busy periods is part of every transition plan.
Every move starts with a read-only review, so you can decide with the facts in front of you.
Start with a second opinion on your current set-up. It works alongside your current provider.
See the full transition plan.