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Welcome to Operate Bundle

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Check your inbox — we have sent your confirmation email with login details and next steps. Check spam if you do not see it within 5 minutes.

What happens next

  1. 1
    Book your welcome call
    A 30-minute intro with your dedicated accountant to confirm requirements and answer setup questions.
  2. 2
    Company & director details
    We collect your Companies House info, UTRs, and director personal details.
  3. 3
    VAT registration (if needed)
    If not yet VAT-registered, we register you with HMRC and set up MTD-compliant filing.
  4. 4
    FreeAgent software set up
    Your free FreeAgent premium licence is connected to your bank feeds.
  5. 5
    Identity verification
    Upload photo ID and proof of address — required by UK anti-money-laundering regulations.
  6. 6
    Previous accountant handover
    If switching, we handle professional clearance and record transfer. You don't chase anything.
  7. 7
    PAYE set-up & first payroll
    PAYE scheme registered, first monthly director payroll scheduled.
  8. 8
    First quarterly health check
    Your accountant books in a 3-month review to go through numbers and tax planning opportunities.

Anything we should know before kick-off?

Send any context — current accountant, deadline pressure, anything specific — and we'll factor it into your onboarding call.

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