FAQ

Frequently asked questions

Is the first meeting free?


Our first meeting is always free and no time limit is placed on it. It is important we spend as long as it takes with each other to make sure we fully understand your requirements and what we have to offer. Subsequent meetings are free of charge once you become a client.




Is online accounts software included?


All our packages include access to online accounts software




Is training provided for online accounts software?


Each client is provided with onsite training on the online accounts software. The software is tailored to each client specific needs




Do I have 24 hour access to my documents and tax returns?


Each client will have access to a client portal, which will have copies of all your tax returns and Income summary (SA302’s), The portal will also allow the transfer of documents, letters or expenses between the client and accountant (using Web or mobile apps)




Is my information safe in the cloud?


We only use the leading companies in security and encryption, when using the cloud all our providers have the highest bank level encryption and security procedure in place to help protect your data.