Section B
Registrations & compliance
AML supervision, HMRC tax adviser registration, PI insurance, GDPR, business structure and naming rules.
AML Supervision for Accountants: Who Supervises You and How to Register
Explains UK AML supervision for accountants under MLR 2017: who your supervisor is, body vs HMRC, firm vs individual, and penalties for non-compliance.
Read guideHow to Register With HMRC for AML Supervision (Bookkeepers & Tax Agents)
Step-by-step guide to registering your bookkeeping or tax agent business with HMRC for AML supervision, including fees and fit and proper checks.
Read guideAML Firm-Wide Risk Assessment for Accountants (With Template)
How to write and review a firm-wide AML risk assessment under the Money Laundering Regulations 2017, with a practical template structure.
Read guideClient Due Diligence for Accountants: CDD, EDD and ID Checks
A practical guide to standard, simplified and enhanced due diligence for accountants, covering PEPs, beneficial owners and ongoing monitoring.
Read guideFCA Taking Over AML Supervision: What It Means for Your Practice
What the move to the FCA as single AML supervisor for accountancy firms means, when it happens, and what to do now.
Read guideHMRC Tax Adviser Registration and the Agent Services Account (2026)
How Finance Act 2026 tax adviser registration works: who must register, the registration windows and the link to your Agent Services Account.
Read guideProfessional Indemnity Insurance for Accountants: Costs and Cover
Minimum professional indemnity cover levels by professional body, what run-off cover means, and what drives premiums for accountants.
Read guideGDPR and ICO Registration for Accountancy Firms
What UK accountants must do for GDPR: ICO registration, privacy notices, data processing agreements, retention and breach reporting.
Read guideSole Trader or Limited Company for Your Accounting Practice?
Compare sole trader, partnership and limited company structures for a UK accountancy practice: tax, liability, extraction and body rules.
Read guideNaming Your Practice: Can You Use 'Chartered Accountants'?
Rules on naming an accountancy practice: professional body restrictions, 'Chartered' status, Companies House sensitive words, trade marks and domains.
Read guide
Back to the complete guide to starting an accounting practice
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Set up deadlines, onboarding and workflows for your new practice with a 60-day free trial.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
