Ignition Vs FigsFlow: Which Proposal Software Should You Use
Your proposals and engagement letters are more than just paperwork. They are the first real impression you make on a client and […]
What Is MTD ITSA for Agents & How Do You Get Started?
MTD ITSA for agents. Why is this topic relevant? Because by April 2026, millions of self-employed individuals and landlords will turn to […]
5 Best GoProposal Alternatives for Accountants in 2025
GoProposal has been the go-to tool for accountancy and advisory firms to streamline proposals and engagement letters. But let’s be real, popularity […]
Step-By-Step Guide to MTD ITSA for Individuals [Checklist Included]
Starting April 2026, over 4 million landlords and self-employed individuals will need to comply with Making Tax Digital for Income Tax Self […]
What Are the New Points-Based Penalty Regime Under MTD ITSA?
HMRC is rolling out a new point-based penalty system for self-employed individuals and landlords under the Making Tax Digital for Income Tax […]
Difference Between Compliance & Engagement for Accountants
Accountants sometimes tend to get compliance & engagement mixed up and end up getting into hot water. While both are essential, understanding […]
Directors’ Identity Verification Engagement Letter Templates for Accountancy Firms Registered As ACSP
With new identification verification rules set to come into effect in Autumn 2025, directors and Persons with Significant Control (PSCs) may have […]
ICAEW Engagement Letter Template for Accountants, Bookkeepers & Tax Advisers
Engagement letters may seem routine, but according to the Journal of Accountancy, 39% of accountancy firms that faced legal claims did not […]
HMRC Allows Shared MTD Access For Accountants & Bookkeepers
For years, the collaboration process under Making Tax Digital for Income Tax (MTD IT) was much more complicated, and only one professional […]
Top 5 Frequently Asked Questions About Engagement Letters
Do you know? Clients are three times more likely to recommend firms that have clear onboarding processes. This includes firms that present […]
Why Accountants Need Engagement Letter Templates
Do you know that 1/3rd of professional liability claims against accountancy and CPA firms involved cases where no engagement letters were drafted? […]
Value-Based Pricing for Accounting Firms: Moving Beyond Hourly Billing
Pricing services in the world of accounting has traditionally revolved around billable hours, timesheets and hourly rates. But does this truly reflect […]
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