Become an Introducer

Apply for Accountant and Client Support — the tier for accountants ready to introduce a client. It's a straightforward process, so we know who we're working with before anything's shared.

Back to Accountants Only

Not ready to introduce a client yet?

You don't need to apply for anything to get started. Get free Accountant Support access instantly, with no obligation to ever introduce a client. Come back and apply here whenever you're ready to introduce someone.

Why We Verify Every Introducer

Accountant and Client Support — introducing clients, sub-contract work, and access to our client services — only goes to verified accountants. Before we set that up, we check your firm and your professional body membership — it's how we make sure the material we share, and the clients you introduce, are in the right hands. It's a safeguard, not a hurdle.

What We Need from You

  • Your name and your firm's name
  • Your firm's website, and an email address on your firm's own domain
  • Confirmation of membership with a recognised professional body — ICAEW, ACCA, CIOT or equivalent
  • Confirmation that your firm holds professional indemnity insurance

What Happens Next

We verify your firm and professional body membership — usually a quick check against your firm's website and the relevant public register. Once that's done, you'll receive your password for the Accountant and Client Support area.

Apply Now

Please use your firm's own email domain, not a personal address — it's part of how we verify you.

That looks like a personal email address. If you can, please use one on your firm's own domain instead — it'll help us verify your application faster.

We'll only use these details to verify your application and, if approved, set up your Accountant and Client Support access — nothing else.

Something went wrong sending your application — please try again, or get in touch directly.

Got a SSAS question?
Click here