Help centre
Guides and how-to articles for AccountantUK. Search below, browse by topic, or open a support ticket from your dashboard if you can't find what you need.
Filtering by category. Clear
Choosing the right Core plan + add-ons
Solo Core or Company Core, then bolt on the modules you actually need. Change anytime, pro-rated.
Billing & account
Inviting an accountant to your books
Bring your own accountant onto your account — they get read-only access by default, you control what they can do.
Billing & account
Opening a support ticket
Two routes: ask the platform team, or ask your accountant. Attach screenshots, track replies in the bell.
Billing & account
Two-factor authentication
Add a second login step with an authenticator app. A leaked password alone won't get someone in.
Billing & account
Closing your account and exporting your data
Export everything first, then close with a 30-day grace period. We keep only what HMRC requires.
Billing & account