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Our ask
Bank Statements
Bank Statements are forwarded to us in Excel Format only. If in any other format, this slows us down. We cannot guarantee the same prices if information is not forwarded to us in this format.
All information forwarded at the same time
We will help you to send us all information at the same time. Our Full Client Management Suite will allow us to provide automated updates to you, and notify you of deadlines, but also will allow you to upload information into a portal for us. For Annual Self Assessments, we expect that all information is provided once to be as efficient as possible so that we can focus on providing add-value services to you.