Engagement Confirmed
Your Letter of Engagement has been successfully signed. RR Accountants is now formally instructed to act on your behalf in accordance with the agreed scope.
What Happens Next
- 01
Internal Setup (Within 24 Hours)
We create your secure client file, assign your account manager, and initiate compliance checks.
- 02
Onboarding Email
You will receive a structured onboarding email outlining required documentation, secure upload instructions, and any necessary authorisation steps.
- 03
Authorisations & Access
Where relevant, we will request HMRC authorisation. Work requiring authority cannot begin until approval is granted.
- 04
Active Service Commencement
Once onboarding requirements are satisfied, your services move to active status.
Engagement Progress
Engagement Signed
Onboarding InitiatedCurrently in progress
HMRC Authorisation
Active Service
Engagement Signed
Onboarding InitiatedCurrently in progress
HMRC Authorisation
Active Service
You will be notified as each stage progresses.
Important
- Deadlines remain your responsibility until we confirm formal takeover.
- We cannot correspond with HMRC without completed authorisation.
- Work outside the agreed scope requires written approval.
- Delays in document submission may affect delivery timelines.
Your Responsibilities
- Respond to onboarding requests within 3 working days.
- Upload documents via secure portal only.
- Inform us promptly of material business changes.
Structured collaboration ensures timely compliance.
Contact Information
Please quote your business name in all correspondence.