FAQ
We complete VAT returns for all our cashiering clients as a standard part of our service, and submit them online. Online submission gives you 7 extra calendar days to pay any VAT due.
We have replicated the forms/methods of communication between a lawyer and their internal cashiers. Each client has access to our secure client portal, forms are filled in on the portal by the client and cashiers can then view these and process the instructions – there is a clear audit trail and this is much more secure than email.
Each client has a dedicated cashier (or more if volumes require it), plus backup cashiers. You will be given the contact details of those cashiers at the outset, including a direct dial and email address.
We access your bank accounts in order to perform daily bank reconciliations, and to transact on your behalf.
We can make all firm/office bank account payments on your behalf. We can set up and first authorise client payments for you but these must then be second authorised by someone in your firm. This procedure follows all relevant regulatory requirements.
We can do it for you online. All we require is some basic information about the partners/directors, such as address, DOB, national insurance number.
Don’t panic! In the first instance, we will help you to complete the pre-inspection questionnaire. Once we have inspection date, we will work with you to ensure you have all the information you require for the inspection, such as bank reconciliations and trial balances. We can answer any questions that arise on the day, and will help you to answer any points raised in the inspector’s report.
Here is a link to our data protection policy.
Here is a link to our client privacy notice.
