Onboarding
Proudly partnered with
Friction
Switching accountants
is typically a nightmare.
Long email threads, repeated questions, forgotten deadlines and missing HMRC references slow everything down.
Endless back and forth
The same details get requested multiple times across email threads.
To:
Subject:
Personal Codes
Hi Niall,
Sorry I forgot to ask earlier, can you send me your personal codes for all:
Directors
People of Significant Control (PSC’s)
Missing references
Key HMRC details and access links get lost, which blocks progress.
Also - can you authorise me as a VAT agent for your company?
I’ll need it to submit your VAT Returns.
Unclear handover
It is never obvious what your old accountant needs to do, and what happens next.
Hi, I’m just trying to clarify what your previous accountant did…
Solution
We turned onboarding into a
15 minute workflow.
Everything is structured, UK specific, and captured in one place so you always know what happens next.
Share your company details
Confirm the essentials we need to set everything up correctly from day one.
Directors & People of Significant Control
Complete
Name
Status
Personal code
Dylan G.
Director & PSC
ABC-D3FG-H1JK
Mark S.
Director & PSC
KJ1H-GF3D-CDA
Stanley Fink
Director & PSC
8HJ–RTUK–POIT
Connect your existing accounting tools
Link Xero and key accounts so we can pick up your bookkeeping without delays.
Xero
Import invoices and transactions to streamline bookkeeping.
Connect
Google Mail
helly.r@lumon.com
Connected
Amazon Business
mark.s@lumon.com
Connected
Set up your team for payroll
Invite employees and collect the details needed to run payroll smoothly, without chasing forms later.
Good afternoon, Irving
Lumon Industries. has shared these details about your role.
Job title
Macrodata Refiner
Start date
14 August 2026
Annual salary
£55,000
If anything doesn’t look right, contact your hiring manager to make adjustments.
Add your payment details
Set up billing and direct debit details so services like payroll, pensions, and HMRC payments can run without delays.
Bank accounts
Add bank
Revolut Bank
Updated 2 hours ago
Revolut (UK) - Business (6320)
£54,696.06
Revolut (UK) - Business (6320)
£54,696.06
Add HMRC and tax references
Onboarding keeps reporting and compliance moving, so you are not stuck waiting to get set up.
Due soon
4
VAT Return
Confirm VAT registration status
Due 06 Oct 2025
Payroll
Set up pension scheme
Due 06 Oct 2025
Onboarding
Set up accounting software access
Due 07 Oct 2025
Onboarding
Share previous accountant details
Due 06 Oct 2025
We handle the handover
Novabook contacts your previous accountant to manage the migration and bring everything across cleanly.
Previous Accountant
Complete
Name
Irving B.
Email address
irving.b@lumon.com
How do I find my personal code?
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