If you have any intention of switching your accountant, simply reach out to us. Once you sign up, you can trust us to discreetly handle all the necessary paperwork behind the scenes. We will seamlessly retrieve your financial data from your current accountant and smoothly transfer it to Taxcellent. Furthermore, we can promptly initiate the setup process with our accounting software while overseeing the transition. Any remaining administrative tasks can be efficiently dealt with to conclude the process.

The timeline for the handover process relies on how promptly we receive the information from your former accountant after sending the disengagement letter. Nevertheless, we will make every effort to ensure a seamless transition. Once we have obtained the required information, it typically takes around a week to update the app with your accounts.

While it is most convenient to transition to Taxcellent at the conclusion of your business’s fiscal year, it might not be feasible to wait. Should you decide to switch accountants during the year, there is a possibility of having to replicate your previous accountant’s work. However, in such situations, we will always reach a mutual understanding regarding the necessary tasks beforehand, ensuring that any related expenses are clearly outlined.

Changing accountants is actually quite easy. In fact, as mentioned earlier, it’s a straightforward and stress-free process. However, before making the switch, we strongly advise you to consider your requirements for a new accountant. This usually begins by identifying the aspects you dislike about your current accountant.