SmartPeer
For professionals

SmartPeer for accountants

Your clients already ask you who to trust. Now the introductions you make are tracked, evidenced and paid.

The referrals you already make

Accountants are the most trusted professionals in their clients' financial lives — and the busiest referrers in Britain. Pensions, wills, protection, business sales: the questions land on your desk first, usually mid-way through a conversation about something else entirely.

Most practices answer with a name scribbled on a compliment slip. The client may or may not call. You never hear what happened. And a service you initiated — the most valuable kind of introduction in professional services — earns your firm precisely nothing.

Four referral moments you saw this month

Self-assessment season

January puts every client in front of you with their finances open. The retirement mention, the savings interest surprise, the landlord wobble — each one is a referral moment.

The pension conversation

“Should I top up before April?” Contribution mechanics are your domain; what the pension holds is an adviser's. The handover is the value.

Cash-heavy companies

Retained profit piling up in a director's company opens extraction, investment and protection questions — two professions, one conversation.

The will nobody wrote

Probate chaos lands on the accountant's desk more often than the solicitor's. The clients who mention it needed a will-writer months ago.

How SmartPeer works for your profession

Your professional body permits referral commissions with client disclosure — and SmartPeer generates the disclosure letter for every referral automatically, satisfying the ACCA and ICAEW codes without adding admin. Your client relationship stays yours: we never contact your clients except through the referral you initiate, every step is visible in your portal, and your commission statement reconciles to the penny.

What your firm gets

  • Vetted destinations for financial advice and estate planning — no sourcing, no vetting burden
  • Client consent captured online before any contact — GDPR built in, not bolted on
  • A disclosure letter generated automatically for every referral, on your letterhead
  • Live tracking from introduction to completion — no more black-hole referrals
  • A commission statement that reconciles: every introduction, every payment, every period
  • No fees, ever — SmartPeer earns a share only when your referral completes
Insights

Guides written for accountants

All articles →
The client questions accountants hear most — and where to send each one 10 June 2026 The client questions accountants hear most — and where to send each one Accountants get asked about far more than tax. A field guide to the questions clients actually brin… The pension nobody reviews: the referral moment accountants miss 7 June 2026 The pension nobody reviews: the referral moment accountants miss Accountants see the contributions but rarely the pension itself. Here is how to recognise the revie… Can accountants accept referral fees? 1 June 2026 Can accountants accept referral fees? Short answer: yes. Longer answer: yes, with disclosure. Here's how the professional bodies treat re… The annual allowance question — and where accountants should send it 29 May 2026 The annual allowance question — and where accountants should send it Annual allowance questions look like tax queries but reach into regulated advice. Here is how to ha… The retirement runway conversation accountants should start 21 May 2026 The retirement runway conversation accountants should start Accountants see clients approaching retirement long before they act. Here is how to open the conver… Referral fees for accountants: what the rules actually say 5 May 2026 Referral fees for accountants: what the rules actually say Accountants can be paid for referring clients to financial advisers, provided the arrangement is di… Referral Conversations That Don't Feel Salesy, for Accountants 26 April 2026 Referral Conversations That Don't Feel Salesy, for Accountants Many accountants avoid referrals because they dread sounding like salespeople. The good news is tha… Recurring Referral Income: The Line Item Accountants Overlook 22 April 2026 Recurring Referral Income: The Line Item Accountants Overlook Accountants advise clients to build recurring revenue, yet many overlook a recurring line of their … Lasting powers of attorney: the referral accountants forget 26 March 2026 Lasting powers of attorney: the referral accountants forget A lasting power of attorney is the document nobody thinks about until it is too late to make one. A… ICAEW's code and referral fees: what accountants can accept 17 March 2026 ICAEW's code and referral fees: what accountants can accept Chartered accountants often assume referral fees are off-limits. ICAEW's Code says otherwise — prov… How accountants can offer financial-advice referrals without becoming regulated 14 March 2026 How accountants can offer financial-advice referrals without becoming regulated Accountants field investment and pension questions daily but cannot answer them without FCA authori… Director's remuneration and the advice handover accountants owe clients 17 February 2026 Director's remuneration and the advice handover accountants owe clients The remuneration planning accountants do best opens directly onto questions only a regulated firm s…

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