Requesting professional clearance
Take the stress out of switching accountants with this comprehensive professional clearance email template, designed for accountants and bookkeepers.
When onboarding a new client, requesting information from their previous accountant can feel awkward or inconsistent – but it doesn’t have to. This clear, professional email template helps you gather all relevant details quickly and confidently, including:
✅ Personal and company tax returns
✅ Year-end accounts and trial balances
✅ Balance sheet breakdowns and fixed asset registers
✅ VAT details, payroll data, and tax references
✅ Government Gateway and Companies House access
✅ Software login requests and more
This template is suitable for most service types including self assessment, PAYE, company accounts, and VAT – and can easily be tailored to fit more specialist scenarios.
Perfect for streamlining your onboarding process and creating a consistent, confident first impression.
About the author
Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 80,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages..