Step 1 of 4 · About You

Your basic details

Just your personal info — name, date of birth, address. Nothing scary! This is what HMRC and Companies House already hold for you.

First name *

Please enter your first name

Last name *

Please enter your last name

Date of birth *

Please enter your date of birth

Home address — first line *

Please enter your address

Address — second line Flat number, building name etc. (if applicable)

Town / City *

Please enter your town or city

Postcode *

Please enter your postcode

National Insurance number * Found on your payslip, P60, or HMRC letters — looks like AB123456C

Please enter your NI number

Step 2 of 4 · Your Business

Your business details

Tell me a bit about your business. Pick your business type first — some fields will only appear if they're relevant to you!

Business / Company name *

Please enter your business name

Business type *

🏢 Limited company (Ltd) 🙋 Sole trader 🤷 Not sure — Sophie will confirm

Please select a business type

What does the business do? Just a sentence or two is fine!

Business email address * The one you use for business — can be a personal one if that's what you use

Please enter a valid email address

Business phone / mobile *

Please enter a phone number

Step 3 of 4 · Verify Your Identity

Sending your ID

This is a legal requirement — I need to verify who I'm working with before I can start. It's the same process your bank does — completely routine!

Why do I need this?
As a registered accountant, I'm required by law (Anti-Money Laundering regulations) to verify everyone I work with. It's nothing personal — I have to do this for every single client! 🙂

📄

Document 1 — Proof of who you are

A clear photo or scan of one of the following:

Passport UK driving licence National ID card

Make sure all four corners are visible and the text is readable. A phone photo is fine!

📧 Email to hello@kismetaccounts.co.uk

🏠

Document 2 — Proof of where you live

A document dated within the last 3 months showing your name and home address:

Bank statement Utility bill Council tax bill HMRC letter

A screenshot from your banking app is fine — just needs your name, address, and date.

📧 Email to hello@kismetaccounts.co.uk

💬 Prefer WhatsApp?
Totally fine to send the photos directly to me on WhatsApp instead — whatever's easier for you!

How will you be sending your documents? *

📧 I'll email them to hello@kismetaccounts.co.uk 💬 I'll send them on WhatsApp ✅ Already sent!

Please let me know how you're sending your documents

Step 4 of 4 · Declaration

Almost done!

Just a quick read and a tick — then you're all set and I can get started! 🎉

By submitting this form, I confirm that:

✔ The information I've provided is accurate and complete to the best of my knowledge.

✔ I am the individual named above and I authorise Kismet Accounts Ltd to act as my accountant and tax agent with HMRC.

✔ I understand that Kismet Accounts Ltd is required by law to verify my identity under the UK Anti-Money Laundering regulations (Money Laundering, Terrorist Financing and Transfer of Funds Regulations 2017).

✔ I agree to notify Kismet Accounts Ltd promptly if any of the information provided changes.

✔ I understand my personal data will be held securely and processed in accordance with UK GDPR. It will only be used to provide accountancy services and meet legal obligations.

✔ I will provide identity verification documents as requested before work commences.

✅ I've read the above and confirm everything is correct

Please tick to confirm you've read the declaration

Anything else you'd like me to know? Questions, things to flag, context about your business — anything at all!

⏳ Sending your details securely...

🎉

You're all set!

Thanks so much — I've got everything I need to get started. I'll be in touch very soon! 😊

What happens next

I'll check your details and confirm receipt
If you haven't sent ID docs yet, pop those over when you can
I'll get you set up on Xero and start on your accounts
Any questions — WhatsApp me any time!

← Back to kismetaccounts.co.uk