Yes. Switching to Brease is usually much easier than people expect. Once you’ve signed an authority allowing us to contact your current accountant, we’ll take care of the handover and guide you through the rest of the process.

Your Brease package includes all the software you need. We’ll set everything up for you and keep it up to date. If you already use software such as Xero or QuickBooks, we’ll simply ask you to invite us to your account so we can manage it on your behalf.

To set up your Brease account, we’ll ask for a few key details about you and your business. This helps us make sure your account is accurate, your tax obligations are met and we can provide the right level of support from day one.

Depending on your circumstances, we’ll usually ask for:

• Your contact details so we can communicate with you.
• Your Unique Taxpayer Reference (UTR) to identify your tax records.
• Your National Insurance number to verify your identity.
• A copy of your photo ID and proof of address to meet legal anti-money laundering requirements.
• Your business information, including the type of work you do and your expected annual turnover.
• An estimate of your monthly transactions so we can recommend the right Brease package.
• Your bank details so your business transactions can be securely connected to your accounting software. If you don’t have a business bank account yet, we’ll simply need details of your business transactions. While it’s not essential, we do recommend having a separate business bank account to help keep your records organised.
• Details of your previous accountant, if you’re switching, so we can make the handover as straightforward as possible.

Once we have everything we need, we’ll set up your Brease account and guide you through the next steps.

Brease is powered by North Devon Accounts, an established accountancy practice with over 20 years of experience supporting sole traders and small businesses across the UK.

We’ve combined the knowledge and reassurance of a traditional accountancy practice with a modern online service that’s simple to use and built around the needs of sole traders.

When you join Brease, you’re not handing your finances to a faceless platform. You’re supported by a qualified team of real people who are here when you need advice, guidance or answers to your questions.

Don’t worry, the occasional busy month won’t automatically move you to a different package.

We review transaction volumes every three months to make sure you’re on the package that’s right for your business. If you’ve consistently exceeded your package limits, or your transaction levels have reduced, we’ll contact you to discuss moving to a more suitable package before making any changes.

That means you’ll never pay for more than you need, and you’ll always have the capacity your business requires.

We hope you’ll stick around, but if Brease isn’t the right fit for you, cancelling is straightforward.

Like a monthly subscription, your monthly payment covers that month’s service and is taken at the start of the month. If you decide to cancel, simply let us know before your next payment is due. We’ll continue looking after you until the end of your current paid month, and your subscription won’t renew.

Simple, straightforward and completely in your control.

No long contracts. No awkward conversations. Just a quick message and we’ll take care of the rest.

It’s a fair question.

At Brease, we manage all clients using MTD-ready software and processes, regardless of turnover. We do this because MTD is gradually being introduced to more sole traders, and the qualifying income threshold is expected to reduce over the coming years.

Rather than asking you to change systems later, we help you get set up correctly from the start.

This means your records are organised, your information is stored digitally, and you’re already prepared if your income grows or the rules change.

If you’re not yet required to comply with Making Tax Digital, we’ll continue to prepare and submit your annual Self Assessment tax return instead. Once you meet the MTD criteria, we’ll seamlessly move you across without you needing to change the way you work.

For most sole traders, it’s the easiest approach. You can focus on running your business while knowing your accounting is already set up for whatever comes next.

Life and business can get busy. If you’re struggling to keep records up to date, let us know. We’ll help you get back on track.

We’ll provide estimates based on the information available, helping you plan ahead and avoid surprises.

Yes. All our packages include preparation and submission of either your MTD Returns or your Self Assessment tax return.

There’s no need to log in every day. We recommend uploading your receipts and invoices regularly so your records stay up to date and your bookkeeping remains accurate. Many clients log in weekly, while others prefer to do it little and often throughout the month.

We’ll take care of the accounting, prepare your Making Tax Digital submissions and complete your Self Assessment. If we need anything from you, we’ll get in touch.

Yes. Protecting your information is a priority. We use secure cloud-based software, encrypted connections and trusted systems to keep your data safe. We only collect the information needed to provide our services and meet our legal obligations.

Your personal and business information is handled in line with UK data protection requirements and is never shared with third parties unless it’s necessary to provide our services or required by law.

You can contact the Brease team by email, WhatsApp or through your online account whenever you need us. If you have a question or need advice, we’re here to help and will respond as quickly as possible during our business hours.

If you receive correspondence from HMRC relating to work we manage for you, simply let us know and we’ll guide you through the next steps.

Brease is designed for sole traders who are not VAT registered.

If you’re already VAT registered, or think you may need to register soon, our team at North Devon Accounts can help. They’ll be able to advise on your options and provide a service that’s tailored to your business.

Simply get in touch and we’ll point you in the right direction.