EasyTransfer – how to transfer to us
This is a simple two step process.
1. If you have an existing accountant just fill in this EasyTransfer form, following the Sign Up process, so that we have got the correct information. You do not need to do anything beyond this because we deal with all the formalities.
2. a) If you are joining us part way through your financial year and your previous year’s accounts and tax returns have already been done then you can you use your free 30 day trial period to get your current year’s transactions onto our system.
b) If you are an existing FreeAgent user then it may well be possible to simply upload that data to your new account. If you have a complete year’s accounts outstanding we will do those for you for a low one-off fee not exceeding £449 including VAT.
We will help you through this process once we have your completed EasyTransfer form.