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Client management

Information on the best ways to develop a long term business relationship with your clients.

Helpsheet B: Tax Advice


This help sheet provides guidance on the application of the PCRT Fundamental Principles and Standards for Tax Planning. This help sheet includes the Standards for Tax Planning, further discussion of the Standards, and FAQs which are designed to illustrate the practical application of the Standards.

Making tax digital for VAT - A starting point for members in practice

Technical helpsheet to help members in practice with implementing Making Tax Digital for VAT. It gives a breakdown of the key dates and next steps on keeping digital records, setting up an HMRC Agent Services Account, preparing clients for MTD, and using MTD compliant software.

Tools for business


Find out about the tools that can help you in your career as an independent adviser or consultant.

MTD for agents

Making Tax Digital (MTD) will lead to very significant change for many ICAEW members in practice. MTD is a major HMRC driven change to the administration of the tax system but it should be seen in the context of the increasing digitalisation of business, including the business of providing accounting and tax services.

How technology is changing accounting practices

Advances in technology have led to a reduced demand for traditional accountancy services and created new opportunities and challenges. ICAEW's Tech Faculty outlined how digital technologies, are changing accountancy practices and their work in its report "Providing leadership in a digital world".

Preparing your practice for MTD

Agents will need to take steps to prepare both their own practices and their clients for the disruption that Making Tax Digital and digitalisation will cause to the market for accounting and tax services.

The benefits of evaluating new IT systems for your firm

Jessica Pillow of Pillow May chartered accountants recently attended the Alternative Accountancy IT conference, which raised some interesting questions about evaluating IT systems for practices. Here, she discusses how you can not only avoid alienating your clients when implementing IT systems, but also see how it benefits your firm.

Supporting your clients


A strong client relationship is vital to the success of any accounting practice. In this section we have resources about how to develop client relationships, best practices for making referrals and options for providing services to both businesses and individuals.

Getting ready for General Data Protection Regulation

Ensuring compliance with General Data Protection Regulation is the perfect opportunity to clean up your business’s practices around handling data.

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