You do not need to upload sensitive documents at the enquiry stage. The form is only the first contact step. If files are needed later, the safest next method will be explained first.
Examples of records this service may help with:
- bank statements
- invoices and receipts
- property / landlord records
- business paperwork that feels messy or incomplete
- records that need to be clearer before the next step
If you are ready to begin, the easiest first step is to send a short enquiry.
You do not need to explain everything perfectly.
Start by sending:
- a short summary of what you need help with
- the period or date range involved if known
- and any key detail you think may be useful
You will then be told:
- what the next step is
- what to send first if needed
- and when to expect an update
The easiest first step is to send a short enquiry.
You can:
- complete the enquiry form
- send a question by email first
- start with the Starter Review if you already know that is the right fit
Both options begin with the same short enquiry form so the best next step can be identified for you.
That is not a problem.
You can start by email first, and if needed you will be given an upload option for the first useful set of files.
You do not need to send everything at once.
That is not a problem.
You can start by email first, and if needed you will be given an upload option for the first useful set of files.
You do not need to send everything at once. You will be told the next step and when to expect an update after each stage.
If you are still unsure which option fits, the simplest starting point is the Starter Review