Tax - Setting Up as an Accountant: Sole Trader and Partnership Practices | @AdamsWinter Support

Setting Up as an Accountant: Sole Trader and Partnership Practices

@AdamsWinter supports two types of account: business owners filing for their own company, and accountants filing on behalf of clients. If you're an accountant, how you set up your account depends on whether your practice is registered at Companies House.

Limited Company or LLP Practices

If your accounting practice is incorporated (a limited company or LLP), you can set up as an accountant during the normal filing flow:

  1. When prompted whether you are the business owner or an accountant, select Accountant
  2. Search for your practice in the Companies House search box
  3. Select your firm from the results
Your practice will then be linked to your account as your organisation.

Sole Trader and Partnership Practices

If your practice is unincorporated — a sole trader or partnership — it will not appear in Companies House, so the search will not find it. Instead, sign up from the main registration page:

  1. Go to adamswinter.com/signup
  2. Select Sole Trader or Partnership as your entity type
  3. Enter your practice's trading name (e.g., "Smith & Co Accountants")
  4. When asked "Are you an accountancy firm?", select Yes — I file for clients
This creates your accountant account using your trading name, without needing a company number.

Adding Client Companies

Once your accountant account is set up, you can add client companies from your dashboard. Each client's limited company is filed separately and managed from one login.

Common Questions

I am getting "please select your organisation from the search" — what does this mean?

This error appears when you have selected Accountant in the filing flow but have not selected your practice from the Companies House search. If your practice is a sole trader or partnership, use the main signup page at adamswinter.com/signup instead — it has a different path for unincorporated practices that does not require a company number.

Can I file for both my own company and clients?

Yes. You can add multiple companies to your account — including your own limited company — regardless of your account type.

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