Client onboarding

Personal Details

We need a few details to verify your identity and get your account set up properly. It takes around five minutes, and everything you send is stored securely.

Around 5 minutes Encrypted submission Documents stored securely

What you’ll need to hand

Photo IDA photo or scan of your passport or driving licence.
Proof of addressA utility bill or bank statement from the last three months.
National Insurance numberFound on payslips, P60s or HMRC letters.
UTR, if you have oneYour 10-digit reference — only if registered for Self Assessment.
Identity Check Details Step 1 of 4
Identity Check Details
Are you registered for Self Assessment with HMRC?
AML Questions
Are you a high net worth individual?Over £1 million in liquid financial assets.
Do you expect to receive more than 25% of your turnover or more than £10,000 in cash in any given 12-month period?
Accounts Software
Do you wish to have access to your making tax digital software for raising sales invoices?
Do you have a template that you currently use or have in mind?
    Do you want to share your purchase information via WhatsApp?
    Are you happy to share your bank statements digitally via StreemConnect?
    Are you interested in being trained to manage your own accounts software?
    Are you interested in Xero support?
    Documents & Additional Info

        Need a hand?

        If you get stuck or aren’t sure about a question, email us at hello@think-kudos.com and we’ll help you finish it off.

        How we use your information

        The details and documents you provide are used to verify your identity, meet our anti‑money‑laundering obligations and set up your account. They’re stored securely, never sold or shared for marketing, and only disclosed where the law requires it.