From Zero to MTD-Ready Practice in 15 Minutes
The step-by-step roadmap for UK chartered accountants, CPAs, and bookkeepers to transition your practice to LedgerHQ.
5 Phases to Complete Practice Autonomy
Follow our proven setup sequence to configure your tenant, regulatory rails, client roster, and remittance payouts.
Practice Entity Verification & Principal Setup
Establish your firm's sovereign cloud tenant with verified UK regulatory credentials.
Instant Companies House / Professional Body Verification
Search your practice trading name or 8-digit CRN directly from the Companies House registry. If practicing as a sole practitioner, verify via ICAEW, ACCA, AAT, or HMRC Anti-Money Laundering (AML) supervision.
Principal Partner Profile & Passwordless Magic Sign-In
Configure your principal administrator credentials. LedgerHQ uses enterprise-grade cryptographic magic links and session isolation, eliminating brittle passwords.
Dedicated UK Data Sovereignty & Practice Tenant Isolation
Your practice operates within a dedicated, logically isolated, and encrypted tenant environment residing strictly within UK data centres, satisfying all UK GDPR, Data Protection Act 2018, and ICAEW data residency requirements.
HMRC Agent Services Account (ASA) & MTD Bridge
Connect your statutory HMRC credentials to unlock automated tax filings and digital compliance.
1-Click HMRC OAuth 2.0 Authorisation
Link your HMRC Agent Services Account (ASA) Government Gateway credentials. Authorises MTD for VAT, MTD for Income Tax Self Assessment (ITSA), and Corporation Tax (CT600).
Automated Agent Authorisation Sync
LedgerHQ automatically queries HMRC client 64-8 authorisations, verifying which clients are active for MTD submissions without manual paper forms.
Sandboxed & Live Dual Filing Rails
Test tax computations and filing workflows safely in our realistic HMRC Sandbox environment before dispatching live statutory returns. This gives your practice complete assurance that calculations, schedules, and agent credentials are 100% verified before final submission to HMRC.
Client Portfolio Sync & Historical Data Migration
Import your entire client book with automated statutory registry matching.
Direct Companies House Registry Sync
Search any limited company or LLP client by name or CRN. Auto-fills registered office addresses, incorporation dates, SIC codes, and Persons with Significant Control (PSC).
Automated Statutory Deadline Trackers
LedgerHQ automatically pulls and monitors Confirmation Statement (CS01) anniversary dates and statutory Accounting Reference Dates (ARD), generating countdown timers.
Bulk CSV Migration from Sage, Iris, Digita & Xero
Use our pre-formatted CSV template to import hundreds of client entities, UTR numbers, VAT registrations, and contact emails in a single upload.
Fee Protection & Client Pay-Before-File Setup
Eliminate overdue fee chasing with automated practice remittance payouts.
Configure Practice Remittance Bank Account
Enter your UK sort code and account number. Bank clearing rails (Barclays, HSBC, Lloyds, NatWest, Monzo, Starling, Revolut) are verified automatically.
Zero-Holding Immediate T+1 Faster Payments Settlement
When clients approve their tax return and pay preparation fees, funds settle directly into your practice bank account on a guaranteed T+1 Faster Payments direct rail. LedgerHQ never holds your client funds longer than necessary.
GoCardless Bacs Direct Debit for Monthly Retainers
Set up frictionless direct debit mandates for recurring monthly bookkeeping, payroll, and compliance retainers with statutory UK Bacs guarantee protection.
Unlimited Team Collaboration & Role Governance
Invite all practice staff with zero per-seat penalties or hidden licensing fees.
Unlimited Colleague Invitations
Invite partners, senior accountants, and trainee juniors instantly. Every LedgerHQ plan includes unlimited practice team seats at no additional cost.
Granular Role-Based Access Controls (RBAC)
Assign Partner (Full Tenant Administration), Accountant (Client Management & Preparation), or Junior Assistant (Intake & Draft Reviews) roles.
Cryptographic Audit Ledger
Every tax calculation change, client document download, and statutory filing submission is immutably logged with accountant ID and timestamp.
Frequently Asked Onboarding Questions
Everything firm partners need to know before migrating from Iris, Sage, or TaxCalc.
How long does the complete practice transition take?
Most UK accounting practices complete basic setup (verification, HMRC connection, and remittance configuration) in under 15 minutes. Full client book migration via CSV upload takes approximately 5 to 10 minutes depending on portfolio size.
Can we invite our entire team without paying extra seat licences?
Yes! Unlike legacy software suites that charge £40 to £120 per user per month, LedgerHQ includes unlimited practice team seats across all subscription tiers.
How does the Immediate T+1 Faster Payments remittance rail work?
When a client pays their preparation fee via our Pay-Before-Prep or Pay-Before-File module, the payment clears through our payment gateway and is immediately scheduled for direct Faster Payments settlement into your nominated practice bank account on the next banking business day (T+1).
How does LedgerHQ protect sensitive client financial records?
We use bank-grade security across the entire platform. When your data is stored, it is locked with AES-256 encryption (the same military-grade standard trusted by UK clearing banks), rendering stored records unreadable without secure cryptographic keys. When data travels between your browser and our servers, it moves through a tamper-proof digital tunnel (TLS 1.3) so it cannot be intercepted or viewed on public Wi-Fi or office networks. This provides complete peace of mind and satisfies the most stringent UK GDPR, Data Protection Act 2018, and ICAEW/ACCA professional confidentiality standards.
Do you offer white-glove onboarding assistance?
Yes! Our UK-based support team provides complimentary data migration assistance and 1-on-1 walkthroughs for all new practices. Contact us anytime at [email protected].
Need Help Migrating Historical Client Records?
Our UK-based technical team offers complimentary data migration from Iris, Sage, TaxCalc, and CSV spreadsheets. We handle field mapping and test reconciliation.
Ready to Shape the Future of UK Practice Management?
Join the founding cohort of UK chartered accountants and bookkeepers. Lock in your first 2 months 100% free with the Bacs Direct Debit Guarantee.