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Initor Global offers to UK accountants

The onboarding process is designed to be efficient. The free trial can start within a few days of the initial consultation, and once the trial is complete and the contract is signed, we begin work immediately.

The free trial includes up to 10 hours of work, such as bookkeeping, VAT returns, year-end accounts, or self-assessment tax return preparation. The work is completed by a qualified accountant, tax professional or bookkeeper and is reviewed by a Senior Manager. We believe the trial helps you evaluate our service quality and test the efficiency of our systems for transferring data between the onshore and offshore teams.

No, the contract is signed only after the free trial. Before the trial, we require an NDA to ensure confidentiality during the evaluation phase.

You will be introduced to a dedicated Operations Manager during the pre-onboarding phase. This individual will oversee the onboarding process and remain your primary point of contact for all work-related questions and updates.

We follow strict data security protocols, including GDPR compliance and ISO 27001 accreditation. All systems and processes for data transfer are tested during onboarding to ensure they meet the highest security standards.

We require basic details such as your contact information, preferred communication methods, and an overview of your accounting software. Additionally, we’ll need access credentials for your cloud accounting software or secure data transfer. We will also need information about your clients and services to define the scope of work.

We provide regular updates throughout the onboarding process via email, phone, or video calls, depending on your preference. All client information is updated in our CRM system to ensure smooth communication.

Yes, the scope of work can be adjusted as needed. Minor changes are confirmed in writing, while significant updates may require an amended contract.

Once onboarding is complete, your offshore team begins working on the agreed tasks. Regular progress meetings are scheduled to ensure alignment and address any issues. We also provide continuous feedback and seek improvement opportunities to enhance service delivery.

Your Operations Manager is always available to address any concerns or questions during onboarding. Additionally, senior management at Initor Global can be contacted if further support is needed.

Our IT experts test all data-sharing channels, including secure logins, cloud-based servers, and commercial data-sharing software such as Dropbox. This ensures that systems are fully functional and secure before work begins.

Our standard contract is for 12 months and can be terminated by either party with 30 days’ notice.

We actively seek feedback throughout the onboarding process. You can share your thoughts during regular updates or through direct communication with your Operations Manager.

Yes, you can onboard multiple services simultaneously. We’ll work with you to prioritise tasks and ensure all services are integrated smoothly.

You can start by contacting us via our website or social media channels. We’ll arrange a video consultation within 24 hours to discuss your needs and begin the onboarding process.