New client onboarding, done in under a minute

An 85-second look at how a small UK accountancy practice can onboard a limited-company client without retyping anything.

One form for the clientName, email, company number, services.
Companies House pulled inDirectors, PSCs, address and both filing deadlines.
ID and AML chased for youReminders at day 3 and 7, flagged to you at day 10.

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Abid Ali, Founder, PracticeWired · practicewired.com · The client in the video is a sample. · Privacy