Openspace is an online, secure cloud server where we can safely exchange sensitive information with each other rather than using email attachments. When you first log in, you will find a ‘new client’ check list to download and complete, if you haven’t already done so.
The next important steps
- Our admin assistant will be in touch to explain what we need from you to get us registered as your new accountants.
- If you had a previous accountant, we will write to them and get you released.
- We are required by HMRC to complete a money laundering check, again, our admin assistant will email or call to assist with this.
- Your new client relationship manager will introduce themselves.
- If you have agreed to pay us monthly, you will receive a GoCardless request when you authorised your proposal.
- Where necessary, log in details for your new cloud software will be emailed to you.
We are very happy you’ve decided to choose us to be your new accountants.
We look forward to working with you.
Tracey Aldous & Glenn Saunders