GETTING YOU SET UP

And the person behind the firm.

Your ICAI membership confirms you’re authorised to act for this firm.

1 About you Your ICAI membership and how to reach you

2 Verify your email A 6-digit code proves the address is yours

3 Tell us about your firm Name, FRN and where you practice

4 Your plan Under 25 clients is free forever — never per person

5 We review your firm A quick ICAI check, then your activation code arrives by email

Free forever at 25 clients or fewer · above that, your first 6 months are free · no card

STEP 1 OF 5 · ABOUT YOU

Now, about you

You become the firm's primary partner and its primary contact person — the person we and your clients reach first. You can hand both over later.

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