Page one of the Switch in minutes summary

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Switch in minutes

To save, print or forward.

Your accountant moves your books across. Your part is three steps and takes about five minutes.

Step 1, make your account: open the Welcome to Briefcase email from your accountant and set a password. Step 2, add Briefcase on WhatsApp: once you're signed in, scan the QR code or save +44 7380 878620 and add your mobile number. Step 3, connect your bank: pick your bank and approve it in your banking app, or upload bank statements.

That's it. Send receipts as they arrive, on WhatsApp or by email, and your accountant takes it from there.

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Trusted by the UK's largest accounting firms. Encrypted wherever your data is stored or sent. Private, and never used to train AI. Security certified, independently audited to ISO/IEC 27001. Kept in Europe, GDPR compliant.Trusted by the UK's largest accounting firms. Encrypted wherever your data is stored or sent. Private, and never used to train AI. Security certified, independently audited to ISO/IEC 27001. Kept in Europe, GDPR compliant.

How Briefcase protects your information