The steps
A typical switch looks like this:
- Initial call and quote
- Sign an engagement letter
- New accountant requests professional clearance
- HMRC agent authorisation set up
- Deadlines reviewed and work picked up
How to switch accountants (it's easier than you think)
By Tracey Hargraves ACA · Reviewed 16 October 2026Updated 4 min read
In short
- You can switch accountant at any time of year.
- Your new accountant requests clearance and records from the old one.
- Check your upcoming deadlines straight away.
Figures are based on HMRC guidance for the 2026/27 tax year and were checked on 16 October 2026. This guide is general information, not personal advice.
How Acton Cliff can help
Accurate, up-to-date records so you always know where you stand. Talk it through with Tracey. A ten-minute call is usually enough to work out your next step.
Let's have a proper conversation about your numbers
No jargon, no obligation. Tell us where you are and we'll tell you honestly how we can help.
Prefer email? info@actoncliff.co.uk