Here are some of the questions we are typically asked from our Smart AT customers. If you can’t find what you’re looking for from the list below, you can always reach out and speak to one of our professionals to find out more. 

 

1 How is my data protected?

We ensure that all of your data is highly secure at all times. All data that is uploaded from our clients platform and admin platform are stored in Smart AT’s own platform and will at no point allow any third party access, as it will be protected under GDPR guidelines. Only authorised individuals at Smart AT will have access to the data. Any data deleted from our clients admin platform will delete the data permanently from the Smart AT system with no one able to access it in the future. Smart AT is a member of ICO.

 

2 Do you collect documents from our premises?

Yes, we can arrange for authorised employees at Smart AT to collect and return the documents at a time that is convenient for you. You can also choose to upload the documents to your client portal through our website or by downloading our app.

 

3 Can I cancel a booking?

Yes, you can cancel or amend the booking and time slot up to 24hrs before the allotted time of the booking. You can manage your booking on our web portal or by downloading our app.

 

4 Can I pay invoices to Smart AT online?

Yes, all invoices will be available on the web portal where you can make the payments and download the invoices too.

 

5 Does the app have all the same features as the web portal?

No, unfortunately not everything is available on the app. A few features are currently unavailable but we have made sure that the most important features are available on the app. The web portal is the full Smart AT solution but we will be upgrading our app to include everything in the near future. 

 

6 Can the prices be negotiated?

Yes, at the time of booking the required services and timeslot, you will be given the option to accept our price or provide a counter offer. Once submitted we will review the offer and will get in touch with you to discuss matters further. 

 

7 How many months can I expect to receive commission if I introduce someone?

If you introduce someone to Smart AT using your unique referral code that is available on your portal, and they register with the referral code, we will reward you with a commission. You will receive your first commission as soon as the person you referred pays their first invoice, issued by Smart AT. You will receive 5-10% commission of the invoiced amount, and will continue to receive 5-10% of the invoiced amount as long as the person you introduced is with Smart AT. 

 

8 Can I leave at any time?

We are invested in our clients businesses and are keen to keep you with us. However we understand that our platform won’t be for everyone. Saying that, if there is something that may sway you from leaving us, then please let us know by using the “Contact Us” form on our website, and a member of our team will get in touch. If you still wish to leave, after you have spoken to one of our professionals, you are not bound to any commitments and can leave at any time. If you have any unpaid invoices when you request to leave, we will get in touch with you to make those arrangements, and when you leave, we will remove all of your data permanently from our system, and the data will thereafter not be accessible by anyone.

 

9 What happens if the accountant consumes more/less hours than the hours booked?

All bookings are analysed and assessed before they are accepted. If any booking takes more/less hours than what was booked, we will contact you to discuss the matter, as the charges will be based on the hours used. If the time consumed was less than the hours estimated, then this will be mirrored in the invoice, and if there were more hours consumed then estimated, then the charge will be calculated accordingly after we have spoken to you first. Being experts in this market we have a thorough understanding of how much time is needed for each service, and as we are keen to forge long term relationships with our clients, we will invoice genuinely. 

If there is a change to the hours needed after the work has started, we will communicate this with you and arrange for the changes needed with your approval. If, for any reason, you reject the newly estimated hours then Smart AT will write off the extra hours consumed, as the change to hours were requested after the work was started.

 

10 I want to book an accountant regularly to complete specific works with a deadline. What happens if I don’t find an available slot for the period I need the service?

It is your responsibility to book all slots that are needed. If you can’t find a slot that you need, then you would need to look for alternative slots. All available slots are updated on a daily basis. If you need urgent support, then please contact us so that we can do our best to find a solution for you.

 

11 Can I outsource the work to Smart AT?

Of course, that is what we are here for. You need to register with us and book the services and time slots needed. You can also provide your own quotation for the work booked, which will be reviewed once the booking has been submitted, and one of our professionals will get in touch. We aim to respond to all bookings within 48 hours.

For accounting firms, we have specially developed the facility to register multiple companies under one user, so that all accounts are handled in a single place. All bookings must be made separately for each individual business. You can manage and access all documents, bookings, invoices, company information etc. on behalf of each of the businesses.

 

12 How do you use the different features and services on the website and the app?

Please follow the links below to see a video guide on how to use the different features and services on our website and the app. If you can’t find what you are looking for, then please use the ‘contact us’ form on the website or the app so that we can help with your query.

 

13 Can I use your services without booking slots each time?

Yes, we have different packages available to suit everyone, and within said packages you can send us any enquiries directly. This way when our teams are dealing with your enquiry they already know which package you are using, as it will be auto populated. We will work with you to tailor a package so that it suits your business needs.

 

14 Do you provide training on how to use the packages, services on your website/app? Will you visit our premises at the start to learn about our business and what we do?

Yes, we provide all sorts of accountancy training. Please get in touch with us so that we can understand your requirements and tailor a training program that satisfies your needs.

We can visit you on your premises so that we can learn more about your business and have an initial introductory meeting. These meetings are free of charge and will not be invoiced for our time.

 

15 Do I need to book each time slot individually or can I make recurring bookings?

You can do both. The system will automatically recommend if there are any recurring slots available for the booking you made. With just one click, you can book the needed amount of recurring slots. However this is subject to availability.