Switch Your Accountant
Switching accountants is easier than you think. Britvex manages the entire transition — HMRC authorisation, authority requests to your previous accountant and full account setup — all without disrupting your business.
Switch to Britvex — Painlessly and Quickly
The most common reason people stay with an accountant they are unhappy with is the perceived hassle of switching. In reality, changing accountants with Britvex takes less than two weeks and requires almost nothing from you.
Most business owners who are dissatisfied with their current accountant stay out of inertia — the fear that switching will be complicated, time-consuming or disruptive. The reality is very different. Switching to Britvex typically takes 1–2 weeks and requires minimal effort on your part.
The process begins with a free consultation, where one of our qualified accountants reviews your current situation, identifies any immediate needs or deadlines, and provides a fixed-fee proposal for your ongoing service.
Once you agree to proceed, Britvex issues a Professional Clearance Letter to your previous accountant — a standard industry process that requests the transfer of all relevant records, working papers and historical documentation. Your previous accountant is professionally obligated to respond promptly.
Simultaneously, we submit an HMRC 64-8 Authorisation form to register Britvex as your authorised agent — giving us the authority to deal with HMRC on your behalf for all tax types. This typically takes 3–5 working days to process.
Throughout the transition, we manage all communication. You do not need to contact your previous accountant or HMRC directly — we handle everything. Once the transfer is complete, your dedicated Britvex accountant will conduct a full review of your records and begin proactive management of your account.
✅ What Britvex Handles for You
- ✓ Professional Clearance Letter to previous accountant
- ✓ HMRC 64-8 agent authorisation submission
- ✓ Companies House agent registration
- ✓ Payroll bureau transfer (if applicable)
- ✓ VAT registration transfer
- ✓ Historic record retrieval and review
- ✓ First-year tax review to identify missed savings
- ✓ Setup of your Britvex Hub client portal account
What to Expect
Why Choose Britvex
Completely Managed Transition
We handle every administrative step of the switch — you focus on your business, we handle everything else.
HMRC Authorisation Sorted
We submit all HMRC paperwork, authorisation forms and registration transfers on your behalf — no forms for you to complete.
Fresh Eyes on Your Finances
Every switch includes a first-year review of your records — we often identify missed reliefs, overpaid tax or compliance issues that your previous accountant overlooked.
No Switch Penalty
Switching to Britvex involves no setup fee, no overlap charges and no penalties. Our first invoice covers only the service going forward.
By the Numbers
4 Mistakes to Avoid
Switching Mid-Year
Most clients worry about switching mid-year. In practice, it causes no issues — we pick up exactly where your previous accountant left off and take responsibility for all ongoing obligations.
Staying Out of Loyalty
Loyalty to an accountant who is not delivering value costs you money. Every year you stay with an underperforming advisor is a year of missed tax savings and reactive service.
Waiting Until Year End to Switch
There is no better time to switch than now — the longer you wait, the more missed opportunities accumulate. The transition is managed to cause zero disruption regardless of timing.
Not Reviewing Records When Switching
Every switch to Britvex includes a complimentary review of your records. This regularly uncovers overpaid tax, missed allowances or compliance issues — sometimes worth thousands of pounds.
Transparent Fixed Fees
Switching to Britvex involves no setup fee. Your new fixed monthly fee starts only when your account is fully set up and live.
No setup charges. Fixed fee agreed upfront before you commit.
All-inclusive fixed monthly pricing — no hourly rates, ever.
Free no-obligation consultation. No pressure, no commitment.
Frequently Asked Questions
Ready to Switch to Better Accounting?
Join over 1,200 UK businesses who trust Britvex Advisory. Book a free consultation — no commitment required.