Switching accountants
has never been easier

Our focus on people, advice and technology has created a leading online accounting experience.

Kelly Jones Team Leader
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Your accounting experience guaranteed*

Use Boox for 60 days free of charge.

Sign up to Boox today and use our full accounting service FREE for 60 days. If you don’t feel our service is right for you simply walk away any time you like within the first 60 days.

*Terms and conditions apply. Please click Learn more for more information. Learn more Learn more

Why switch accountant?

We love to turn our clients into fans of what we do. That’s why business owners across the UK have switched from their traditional accountants to Boox for a more convenient online accounting experience. We’ll help you discover how online accounting software can transform how you manage your accounts, while our committed team support the changing needs of your business with ongoing advice and guidance.

Awesome apps

If your current accountant isn’t moving with technology, it’s time to futureproof your business finances. With online accounting software you can work from anywhere with an internet connection. We have developed our own accounting app but we also support leading platforms including Xero, FreeAgent, Quickbooks and Sage.

Expert help and advice

A great relationship with your accountant is essential, so don’t settle for less. With Boox, you’ll get personal, proactive advice and support from our friendly accounting team. They will take the time to get to know your business and step in as much or as little as you need them.

Simple pricing

Say goodbye to extortionate annual accounting fees and unexpected additional bills. Switching to a Boox accounting package gives you a simple fixed monthly price, with no nasty surprises, so you never pay for services you don’t need.

Financial updates

Online accounting software gives you a real-time view of your position and total control, with quarterly health checks to provide a snapshot of your business finances and the insights to make smart accounting decisions.

How easy is it to switch accountants?

Our switching service has been designed to be quick and simple.
Get in touch and our friendly team will guide you through the switching process.

1

Talk to us

Talk to our team at Boox to start the switching process. You then just need to let your old accountant know and give them permission to speak to us.

2

Your details

We will contact your old accountant to get your accounts and tax details. We are also required to check with them that there is no reason why we cannot accept the switch.

3

Our processes

We will carry out our engagement process, which includes sending you our engagement letter to sign and we will perform the necessary anti-money laundering checks on you.

4

Telling HMRC

We’ll take care of moving your accounts from your old accountant. We will also notify HMRC of your decision to appoint Boox as your new agents (you will just have to sign a form for us). They will then send you some codes – just let us have them once you receive them.

5

Switched!

We will introduce you to your Boox client accounting team, who will settle you into Boox and be on hand to support you going forward.

If you want to change your registered office address and directors’ service address just let us know.

Switch now

Frequently asked questions

Can I switch accountants?

Of course! If you’re looking to change your accountant for any reason, all you have to do is contact us. Sign up and then you can leave the rest to us. We’ll get all your financial information from your existing accountant and transfer it to Boox. You can even start using our software straight away while we look after the handover – once we get the opening position up to date there may be catch ups required.

What documents will I need to complete to switch

To switch to Boox we just need you to complete and sign a couple of forms and we will do the rest. Contact us and our friendly team will explain what is needed and when.

How long does the switching process take?

This depends on how quickly we get the information from your previous accountant. However, we will do our best to make sure that the handover process is as smooth as possible. Once we have the necessary information, it normally takes a week to update the app with your accounts.

When is the best time to switch accountants?

Although the easiest time to switch to Boox is at the end of your business financial year, it may not be practical to wait. If you change your accountant mid-year, we may need to recreate what your accountant has done. In these circumstances, we will always agree what work is required in advance, clearly detailing any associated costs.

Will I have to pay any fees to my old accountant?

Generally not, although you will need to check this with your previous accountant. If you have an outstanding account balance then it is unlikely that your previous accountant will talk to us and provide the necessary information until this has been settled.

Download our free Business Guides

We’ve put together a series of free guides and resources to get your business up and running and to support you as you grow.

View & download all guides

Ready to Switch?

Great news. We will guide you through the
process. Simply get in touch with our friendly
switching team.

Call our friendly team on 0808 168 0422 or

Request a call back

(Open 8.30am to 5.30pm Monday to Friday)

Samantha Atkinson Finance Assistant
Samantha Atkinson Finance Assistant