How to Get Started with Metta Accountants
Getting started is straightforward. Follow these steps and you'll be set up and in safe hands in no time.
- 1
Book Your Free Discovery Call
A short 15-minute call to make sure we're the right fit, understand what you need, and agree a fixed price. No surprises, no obligation.
- 2
Accept Your Proposal
We'll send you a tailored Proposal and Letter of Engagement outlining exactly what we'll do and what we need from you. Accept online, authorise your payment method, and pay any deposit - all in a few clicks.
- 3
Set Up Your Client Portal
You'll receive instructions to create your secure Metta client portal account (powered by TaxDome). This is where all communication, document sharing, and work happens - with bank-level encryption.
- 4
Download the Metta App
For the fastest responses from our team, download the app. We're just a message away.
- 5
Complete Your Onboarding Organiser
Inside your portal, you'll find your New Client Onboarding Organiser. Complete this with your personal details and ID documents so we can carry out the required identity and anti-money laundering checks.
- 6
We Get to Work
Once your ID checks are cleared, we'll send your first service organiser (for example, your Self Assessment organiser) and the work begins.
One Important Tip
Please read all instructions in the portal carefully - the process is designed to be fully self-guided. Our onboarding team is always on hand if you need support, but most clients sail through without needing to ask.
Ready to Take the First Step?
It all starts with a free 15-minute discovery call. No obligation, no jargon - just a real conversation about your finances.
