WORKING WITH AN ACCOUNTANT

One business. One set of books. A better working relationship.

Owners and accountants share the work without duplicate records. Keep control of your company, choose the help you need and keep the full history as roles change.

For accounting practices ↗Business setup guide ↗

An accountant working through records with two colleagues

Working together without duplicate accounting records

WHAT THE RELATIONSHIP LOOKS LIKE

Choose how much of the work you share.

Your accountant doesn't have to do every transaction, and you don't have to become a ledger expert. Quarvex supports both help with your books and books kept by the practice.

OPTION 01 / THE BUSINESS REMAINS SUBSCRIBED

Invite your accountant into your books.

You keep your subscription and everyday access. Give your accountant a role so they can review records, help with the bank, check reports and support filings. If you pay your own subscription, your accountant pays nothing for your company.

The same invoices, bank transactions and journals stay in place
Permissions and user identities help keep changes attributable
Your accountant can advise and correct records within their role
Suits teams who send invoices and do the daily entries

OPTION 02 / PRACTICE-MANAGED BOOKS

Hand the company to an accounting practice.

If you want your accountant to keep the books, a handover moves the company into their practice with all its data. The practice picks a client tier and pays from the handover date.

Existing documents and transaction history are retained
Practice users open the client from their central console
Client access depends on the Ledger, Sole Trader or Business tier
Control can come back to the business with another handover

THE ACCOUNTANT'S WORKSPACE

A client list that opens the real books.

The practice console holds clients, staff logins, billing and practice details. It is not a second company with duplicate books.

To add a company, search Companies House, pick the right one and bring in its details and filing dates. Opening a client takes you straight into its books, with no extra login.

Companies House onboarding and registered details
One-click switching between authorised client companies
Practice-wide deadline view and reminders
Separate staff credentials, two-factor authentication and activity histories

Explore the Accountants product page ↗

Two colleagues working together at a laptop

A shared view of each client's work

FROM FIRST INVITATION TO ONGOING WORK

Make responsibility explicit at every stage.

How businesses and practices work together, step by step.

Agree who will do which tasks.

Decide who invoices, records expenses, reconciles the bank, runs payroll and prepares tax. Then nothing is done twice or left to the other side.

Choose access or a full handover.

Pay your own subscription and invite an accountant, or hand the company to a verified practice that pays for it. Check the role and the company before giving access.

Review the starting records together.

Check unpaid invoices and bills, bank reconciliations, opening balances, tax periods, stock and assets. Fix problems before they carry into later periods.

Work in the same transaction history.

Bank records, journals, invoices and documents stay with the company. The practice moves between clients, and each person's activity is recorded.

Review filings and deadlines together.

Track the VAT, PAYE, CIS, Self Assessment and Companies House dates that apply. Quarvex reminds you; you and the practice stay responsible for authorisations and accurate filings.

Change the relationship without losing history.

As a client grows, the practice can change their tier. If the client takes control back, a handover keeps the records, with no fresh start.

THE COMMERCIAL ARRANGEMENT

One clear charge for the clients the practice sponsors.

The practice account, staff logins and client list are free. The practice pays only for the clients it sponsors. Clients who pay for themselves cost it nothing.

Ledger

£1.50per client / month + VAT

For practice-managed bookkeeping without a client sign-in.

Sole Trader

£4.00per client / month + VAT

For individual clients with invoicing, login access and Self Assessment.

Business

£8.00per client / month + VAT

For full company accounting, VAT, payroll, CIS and unlimited client users.

New sponsored clients get 30 days free. Tier changes are charged pro rata under Quarvex's terms.

DATA, ACCESS AND COMPLIANCE

Your accountant helps with the books. Who does what stays clear.

Each practice staff member has their own login, with activity history and security controls. Access to the books does not, by itself, give authority to file through the practice's HMRC Agent Services Account.

Agree who is authorised for each filing and which route is supported at the time. Your data can be exported if the working relationship changes.

Read the manual ↗

Accountant and client examining work documents around a table

Professional oversight with a traceable history