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 […]
Client Onboarding Checklist to Help Accountants Win Clients
You already know what the problem is. A new client comes in, things move fast, and somewhere between sending the engagement letter […]
Weekly News and Updates for UK Accountants (27 Feb 2026)
This week covers updated Treasury guidance on digital identity checks for AML compliance, significant changes to the tax treatment of sports image […]
MTD Is Here. Are You Ready to Onboard, Price, and Engage Clients Efficiently?
6 April 2026 is not a concept anymore. It is a date. This is not another post explaining what MTD for Income […]
Dear Accountant, Use FigsFlow to Increase Your Sales & Close More Deals
The accounting industry is growing. Practices around you are taking on MTD clients, expanding their teams, and raising their fees. Yours isn’t […]
10 Best E-Signature Software for Accountants (2026 Guide)
The best e-signature software for accountants in 2026 are FigsFlow, Ignition, Canopy, Engager, GoProposal with OverSuite, Proposify, DocuSign, Adobe Acrobat Sign, Signable, […]
How to Price Catch-Up Work for New Clients (UK Accountants Guide) | FigsFlow
A new client walks in for a £ 200-a-quarter bookkeeping service. But their books are two quarters behind and an absolute mess. […]
Enhanced Due Diligence Checklist (Free Download) | UK 2026
Surgeons needed a checklist. So do you. In 2008, the WHO rolled out a simple 19-item surgical checklist. Not for junior doctors. […]
Weekly News & Updates for UK Accountants (16-20 Feb 2026)
A defining week for UK accountants, with MTD for Income Tax now 44 days away from its start date, HMRC confirming the […]
Weekly News & Updates for UK Accountants (9-13 Feb 2026)
This week brought significant developments for UK tax professionals, from HMRC’s loan charge settlement rollout to major system changes affecting how practitioners […]
Why Annual AML Reviews Are Setting UK Accounting Firms Up for Failure
If your firm’s anti-money laundering compliance only gets serious attention once a year, you’ve got a problem. According to compliance experts, treating […]
Weekly News & Updates for UK Accountants (2-6 February 2026)
UK accountants received four critical updates this week, with HMRC confirming a major system failure affecting MTD trial users just two months […]