Here’s an overview of the next steps:
Step 1: Sign your proposal
1 min
Step 2: Complete direct debit mandate
2 min
Step 3: Activate your Karbon portal access and create login
2 min
Step 4: Review Onboarding Process in Karbon
10 min
Step 5: Invite or transfer your Xero/Dext subscription(s)
5 min
Step 6: Arrange your onboarding meeting
5 min
Step 7: Provide identification documents
10 min
Step 8: Send professional clearance authority to your previous accountant using our guided template
10 min
Step 9: Attend onboarding/software training meeting
45 min
Step 10: Upload HMRC agent authorisation codes to Karbon
10 min
Welcome, officially to Square Mile! You’re all set.
If you need any help or have any questions, please give us a call on 0203 282 7109.
