Before we can work as your accountant, we need to complete identity checks for key people in the business.
As accountants, we are required by law to check our clients are who they say they are. We do this by checking photo ID using our partner, Cloudcheck.
These checks aim to reduce the risk of us enabling money laundering or financing terrorism.
We also need to get Tax File Numbers and approval for everyone that you need us to lodge tax returns for, and if you’re coming from another accountant we need to get in touch and let them know that we are taking over.