KUBO Partners

Accountant Firm Onboarding

This only needs completing once. It sets up your practice as a KUBO Accredited Professional Provider.

Version 1.0Document ID: KUBO-APPA-001Download full agreement (PDF)

01Practice details

Practice name

Trading name

Company number

FCA regulated?

Regulatory body

e.g. ICAEW, ACCA, CIMA

Website

Number of offices

Number of employees

Number of partners

Main contact

Telephone

02Business profile

Approximate number of:

Sole traders

Limited companies

Partnerships

Charities

Landlords

High net worth individuals

03Existing services

Which services do you currently provide?

04Existing legal relationships

Do you currently refer clients for:

Who do you currently use?

05Client base

Average client turnover

Industries

06Marketing

What kind of marketing support would you find most valuable?

07Launch

How many clients do you think would benefit from this service in the first 90 days?

Signature

Typing your full legal name below and ticking the box constitutes your electronic signature to the KUBO Accredited Professional Provider Agreement.

Full legal name

Position (if applicable)

Date: 24 July 2026

I have read and agree to the terms of the KUBO Accredited Professional Provider Agreement, and confirm that typing my name above constitutes my signature.