What you gain

Regardless of the complexity of a client’s business, eSync Direct can help you dedicate more time to managing their needs by streamlining a range of common tasks into one seamless interface.

Secure and automated data feeds

Save time and create peace of mind for both you and your clients.

With eSync Direct you can download your clients’ Barclays Business bank account transactions quickly and securely. This data can be downloaded into common file formats (Excel and PDF) and easily imported into your accounting software.

  • Establish a detailed view of your clients’ transactional data including up to date balance information and offer them richer and more pertinent advice.
  • Remove the reliance on your clients manually submitting their statements to you, saving both of you time and resource.
  • File returns more efficiently with no reliance on clients to submit the transactional information you need to complete key activities on their behalf.

A simple online company formation process

Add value to your service and save you time and money.

With eSync Direct your practice receives ten Standard package company formations (worth £15 + VAT each) for FREE**. Thereafter, each Standard package company formation is £15 + VAT.

  • Simple company formation process with no requirement for you to log into a different system.
  • Confirmation of a successful formation is typically received within three*** working hours.  

***Subject to Companies House processing times and incorporation regulations. Working hours are Monday to Friday, 9am-5:30pm, excluding bank holidays.

Further package information

Fast-track bank account requests

A professional and efficient way to refer your clients to Barclays.

With eSync Direct you can help your clients to set up a new Barclays Business bank account via a professional and efficient referral process.

  • You can offer your clients a fast-track Barclays Business bank account whether they are a start-up business or wanting to switch over to Barclays.
  • You can be confident that your clients will be contacted within one business day* to set up a convenient time to verify and complete the application in branch with a Barclays Business Manager.
  • You can follow the progress of your clients’ Barclays Business bank account applications via account opening status alerts.

Standard Package

(First 10 FREE of charge**)

  • Electronic certificates of incorporation
  • Electronic Memorandum and Articles of Association
  • Companies House filing fee

Should your client need more from their company formation, you can offer them a choice of a Medium or an Advanced company formation. Details of these two packages are provided below:

**Per practice (please note registrations by individuals do not receive free formations).

Thereafter, each Standard Formation is £15 + VAT.

 

Medium Package

(£40 + VAT each)

Includes:
  • All the benefits of the Standard package
Plus:
  • 3 x printed certificates of incorporation
  • 3 x printed and bound copies of the Memorandum and Articles of Association

Advanced Package

(£65 + VAT each)

Includes:
  • All the benefits of the Medium package
Plus:
  • Bound company register
  • Printed shareholder certificates
  • First board meeting minutes