
Client Onboarding Checklist for Accountants, Bookkeepers & Tax Advisers (Free Download)
Onboarding a new client involves more moving parts than most practitioners account for. There is the engagement letter, identity checks, anti-money laundering
Sandeep reads Finance Acts so you do not have to. Specialising in UK taxation and compliance, he writes guidance for accounting firms that is accurate, direct, and mercifully free of the phrase "it is important to note." At FigsFlow, Sandeep covers AML, engagement letters, MTD, and the latest regulatory shifts across UK accounting.
Areas of Expertise

Onboarding a new client involves more moving parts than most practitioners account for. There is the engagement letter, identity checks, anti-money laundering

You already know what the problem is. A new client comes in, things move fast, and somewhere between sending the engagement letter

This week covers updated Treasury guidance on digital identity checks for AML compliance, significant changes to the tax treatment of sports image

6 April 2026 is not a concept anymore. It is a date. This is not another post explaining what MTD for Income

Bookkeeping pricing is hard to get right. No two clients are the same and their requirements are worlds apart. That alone is

A lot of you have been asking recently how FigsFlow compares to your current system. It’s a fair question and we want

The accounting industry is growing. Practices around you are taking on MTD clients, expanding their teams, and raising their fees. Yours isn’t

HMRC has published its first official guidance on mandatory agent registration, setting out who needs to register, when, and what conditions apply.

The best e-signature software for accountants in 2026 are FigsFlow, Ignition, Canopy, Engager, GoProposal with OverSuite, Proposify, DocuSign, Adobe Acrobat Sign, Signable,
A new client walks in for a £ 200-a-quarter bookkeeping service. But their books are two quarters behind and an absolute mess.

You’ve been through the demos. Signed up for the trials. Trained your team. And more than once, ended up back at square

Surgeons needed a checklist. So do you. In 2008, the WHO rolled out a simple 19-item surgical checklist. Not for junior doctors.