New Client Onboarding Form | LOYALS Accountants London

Welcome to LOYALS! šŸŽ‰

Let's get you set up with premium ICAEW chartered accounting. This should take about 10 minutes to complete.

ā­ 5 Star Rating on Google

šŸ“‹ What You'll Need

Company registration number, UTR numbers, director details, and employee information (if applicable). Don't worry ā€“ most fields are optional. Complete what you can now, and we'll help you gather the rest during onboarding.

Red left border = Required field | All other fields are optional

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Form Submitted Successfully!

Thank you for choosing LOYALS Accountants. We've received your information and will be in touch within 24 hours to complete your onboarding. Welcome to the family! šŸŽŠ

šŸ¢ Company Details ā–¼

10-digit Unique Taxpayer Reference

šŸ‘„ Directors Information ā–¼

Click on each director section below to expand and fill in their details.

šŸ‘¤ Director 1 (Primary Director)

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šŸ‘¤ Director 2 (optional)

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šŸ‘„ Employee Information (Up to 5) ā–¼

Click on each employee section below to expand and fill in their details. Only add the employees you have.

šŸ‘¤ Employee 1 (optional)

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šŸ‘¤ Employee 2 (optional)

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šŸ‘¤ Employee 3 (optional)

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šŸ‘¤ Employee 4 (optional)

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šŸ‘¤ Employee 5 (optional)

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šŸ“ Previous Accountant & Additional Information ā–¼

šŸ“‹ Switching Accountants?

If you're transferring from another accountant, we'll handle the entire transition process professionally. We need their details to request professional clearance and obtain your records from them - making your switch completely seamless.

Previous Accountant Details

āœ“ This is standard practice and ensures we receive all your financial records properly
āœ“ We'll handle all communication professionally on your behalf
āœ“ Required for ICAEW professional standards compliance

Additional Business Information

Helps us plan your setup and migration

When does your financial year end?

We can discuss and recommend the best fit during onboarding

Helps us understand what's working and improve our services

This helps us prepare for your consultation and assign the right specialist

āœ“ Consent & Terms ā–¼

Data Protection & Privacy

šŸ”’ Your data is encrypted and secure. We never share your information with third parties without your explicit consent.

šŸ“ Digital Signature

By submitting this form, you are electronically signing this application and confirming all information provided is accurate and complete.

This electronic signature has the same legal effect as a handwritten signature.

šŸ“… Service Commencement ā–¼

šŸš€ When Would You Like to Start?

Choose when you'd like your LOYALS accounting services to begin. We'll handle all setup, migrations, and HMRC notifications to ensure a smooth transition.

When would you like your monthly accounting services to begin? (We can start immediately or schedule for a future date)

Emergency Contact (Business Continuity)

In case we can't reach you during urgent matters (HMRC deadlines, payment issues, etc.), who should we contact?

šŸ”’ Your data is secure: All information submitted is encrypted and stored in compliance with UK GDPR regulations. We'll contact you within 24 hours to begin your onboarding process.

Questions before submitting? Call us at 07450 258975 or email kris.nick@loyals.uk