Professional bodies
How ICAEW, ACCA, AAT and ICB approach qualifications and licensing for members who want to offer services to the public. Requirements change, so always confirm the current rules on each body's website.
The Institute of Chartered Accountants in England and Wales awards the ACA qualification. Members who want to carry on public practice generally need an ICAEW practising certificate, and the institute acts as AML supervisor for its member firms.
The Association of Chartered Certified Accountants awards the ACCA qualification. Members offering public practice services generally need an ACCA practising certificate, and ACCA supervises member firms for AML.
The Association of Accounting Technicians offers accounting and bookkeeping qualifications. Full members who want to work for themselves can apply to its licensing scheme, and AAT supervises licensed members for AML.
The Institute of Certified Bookkeepers focuses on bookkeeping qualifications. Members who want to offer bookkeeping to the public can apply for a practice licence, and ICB supervises licensed members for AML.
It depends on your qualifications and the services you plan to offer. Speak to the body directly and to peers already in practice with that body.
ICAEW, ACCA, AAT and ICB are all recognised AML supervisory bodies for their members in practice. If you are not supervised by a body, you must register with HMRC.
Bodies generally require members in practice to hold PI insurance at set minimum levels. Check the current requirements with your body.
This page is general information, not legal advice. Rules change; check current GOV.UK guidance and your professional body before acting.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
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.
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“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.”
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