Switching Accountants — How to Change Your Accountant
How to change accountant — the 7-step UK process
Spoke 1 — the full 7-step UK process for switching accountant.
The 7-step UK process to change accountant: 1. Check engagement letter + clear invoices 2. Tell current accountant (brief written notice; no reasons needed) 3. Register with new accountant (engagement letter + AML ID check) 4. New accountant sends professional clearance letter 5. Old firm sends disengagement letter + handover pack 6. HMRC authorisation (online standard) 7. Software handover (cloud accounting) Steps 4–6 are done BY your new accountant, not you. Your real workload is a couple of emails and an ID check. Typical timeframe: a few weeks. **Read the full guide at [rraccountants.uk/how-to-change-accountant](https://rraccountants.uk/how-to-change-accountant).**
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