Our Tax Partner Pro service has been designed with professional advisers in mind.

We recognise that the increased pressures and responsibilities placed on professional advisers means that it is incredibly difficult to be all things to all people. 

Through our Tax Partner Pro service, ETC Tax works with our professional adviser clients to enable them to enhance their client offering and to assist them in delivering added value to their clients. This allows them to stand apart from their competitors. 

We understand the need for a transparent service, which is easy to understand, with costs that are fair and easy to plan for. 

We are flexible in how we work with professional advisers and are happy to develop our Tax Partner Pro offering in collaboration with you to meet your specific needs.

For more information regarding Tax Partner Pro services, click below to download our brochure, complete the online form or call us on

0333 358 0366

Terms and Conditions.

How the use of credits are calculated

  • Meetings of up to 1 hour cost 4 credits. If the meeting lasts longer than 1 hour the time will be rounded up to the nearest 15 minutes with each 15 minutes costing 1 credit.
  • Phone and video calls/emails of up to 15 minutes cost 1 credit. If the call/email lasts longer than 15 minutes the time will be rounded up to the nearest 15 minutes with each 15 minutes costing 1 credit.
  • If at the your requesttwo or more individuals from ETC Tax attend a meeting, the number of credits used will be multiplied by the number of people from ETC attending unless otherwise agreed in writing by ETC Tax before such meeting takes place.
  • A minimum of 4 credits must be purchased at the time that you sign up for our Services and before we start providing you with those Services.

 Time limits on use of credits

  • You will have 12 months to use your credit bundle. Any remaining credit will automatically expire after 12 months.
  • If credits are purchased separately, they will credited as used based on the oldest credits first and will expire (in accordance with the above) based on the oldest credits first.

 Travel charges and other expenses

  • We reserve the right to charge for travel time and expenses where face to face meetings, updates or training sessions take place in locations which are more than 1 hour from either of our offices. Any travel costs charged will be on the basis of 1 credit per 30 minutes of travel time of more than 1 hour.

Go Cardless Payment system

  • We use Go Cardless to collect payments for credits. By signing the Engagement Letter, you are agreeing for us to set up a direct debit mandate with Go Cardless.
  • The Go Cardless mandate must be set up before our Services commence.
  • Once the Go Cardless mandate is in place, an initial invoice will be issued to you in respect of the 4 credits you are required to purchase before we commence our Services. All other invoices will be issued at your request when you ask us to top up your credits.
  • Once an invoice is raised the payment will be requested from your account immediately, and payment will be taken within 3 working days of the date of the invoice. Please therefore ensure that there are sufficient funds in your account for payments to be taken.

Who we will deal with

  • You will need to advise us when we start providing you with the Services of the names and contact details of those individuals who we are able to deal with at your company. . These people will then be authorised to incur expenses on your behalf. If these individuals change during the course of us providing the Services to you, it will be your responsibility to advise us of any changes in personnel. 

Annual increase in costs

  • We reserve the right to increase the cost of the credits and the credit bundles annually on 1stApril each year. 

Use of material we provide

We retain the copyright in the material we produce. Accordingly, we reserve the right to use content produced for bespoke training sessions and/or updates on our website and/or on social media within 30 days of the original training session.

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