AccTek handles professional clearance, HMRC authorisation, records transfer and Xero migration. No compliance gaps. No disruption. No transfer fees.
Yes. You can switch accountants at any point during the tax year. There is no requirement to wait until year end. AccTek reviews all outstanding deadlines and ensures no compliance gaps during the transition. Most transfers complete within 5 working days.
Many business owners stay with an underperforming accountant because they believe switching is complicated or risky. It is neither. The process is governed by professional regulations that protect you, and AccTek manages every step on your behalf.
AccTek manages the entire transition. You do not need to contact your previous accountant or chase paperwork.
Get your instant quote or book a free consultation. We agree your service scope, sign the engagement letter and you are officially an AccTek client.
AccTek sends a formal clearance letter to your previous accountant. Professional regulations require them to respond and confirm there are no reasons we should not act for you. This typically takes 3–5 working days.
Your previous accountant provides prior year accounts, tax returns, trial balances and any outstanding correspondence. Your records belong to you — they cannot withhold them (except their own working papers).
AccTek sets up Xero, imports your data, connects bank feeds, verifies opening balances and registers as your HMRC agent. If you are already on Xero, we review and optimise your existing setup.
Your dedicated AccTek accountant takes over. Monthly bookkeeping, tax planning, compliance filings and responsive support — all included in your fixed monthly fee. No disruption, no gaps.
Yes — this is a standard professional requirement, not a courtesy. AccTek sends a formal clearance letter to your existing accountant as required by their professional body. The letter asks two things:
In the vast majority of cases, the response is straightforward and records are transferred within days. In rare cases where an outgoing accountant is uncooperative, AccTek escalates through the relevant professional body. Your records belong to you — they cannot be held hostage.
Xero is included in every AccTek plan at no additional cost. You get real-time visibility, automated bank feeds and MTD compliance built in.
Sign up with AccTek, provide your current accountant’s details and we handle everything — professional clearance, HMRC agent authorisation, records transfer, Xero setup and ongoing management. Most transitions complete within 5 working days.
Yes. You can switch at any point during the tax year with no requirement to wait until year end. AccTek reviews outstanding deadlines and ensures no compliance gaps during the transition.
Professional regulations require outgoing accountants to respond to clearance letters and release your records. In rare cases of non-cooperation, AccTek escalates through the relevant professional body. Your records belong to you.
AccTek needs your last filed accounts, prior year tax returns, HMRC correspondence and software login details. We obtain most of this directly from your outgoing accountant through the clearance process.
No, when managed properly. AccTek reviews all outstanding deadlines, confirms filing status and obtains HMRC agent authorisation before your previous engagement formally ends. We never let a deadline slip during transition.
Your current accountant may charge for work already completed. AccTek does not charge a transfer or setup fee — onboarding, Xero migration and professional clearance are all included in your monthly plan.
Professional clearance • Xero migration • No transfer fees • No compliance gaps
Godwin Pinto ACA is a chartered accountant and founder of AccTek with 20+ years of experience accounting and tax for contractors, startup and SME .
AccTek is a member firm of the Institute of Certified Practising Accountants (ICPA). Our accountants have a wide range of qualifications and accreditations from trusted professional bodies such as the AAT, ICPA, and ACCA.
