Do you hate being asked for bank statements

Bank statements are a critical source of information when preparing your accounts and tax returns.

When we ask you to send us your bank statements, we know that it is an additional thing for you to do, especially if you're already busy serving your customers and growing your business.

We are always on the lookout for new technology that makes us more efficient and streamlines our processes.

If you are a business owner who would prefer not to send us bank statements, we have a solution for you. We have partnered with a software that allows you to give us a one-time authorisation and we can view your account and download bank statements without you having to do anything else. This connection uses the open banking rules and it requires authorisation every 90 days.

We can only view your account for security reasons and not initiate transactions on your behalf.

If you would like to find out more about how this could work for you, click below and send me a message, and I will set this up for you.