Office and Remote Working - UK Compliance

Health and Safety Documents for Bookkeepers and Accountants

Five compliance documents, correctly filled in for your bookkeeping or accounting business, delivered to your inbox in minutes. Your premises, your working environment, your details.

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Compliance documents for your business
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8 documents included
HSE compliant
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Every self-employed person in the UK needs this

Under the Health and Safety at Work Act 1974 and the Management of Health and Safety at Work Regulations 1999, every self-employed person whose work could pose a risk to themselves or others is legally required to have health and safety documentation in place.

This is not a large-business requirement. It applies to sole traders, one-person businesses, home studios, and mobile workers equally. The size of your business does not change the legal obligation.

Sole traders and one-person businesses Working alone does not exempt you. If you use chemicals or see clients, the obligations apply in full.
Mobile and home-based workers Working from home or visiting clients does not reduce your compliance requirements - it often adds to them.
Chair renters and freelancers Renting a chair or working as a freelancer through a third party does not transfer your compliance obligations to them.
New businesses and established ones Whether you started last month or have been trading for years, you need documentation in place.
Your legal obligation

What the law requires from self employed bookkeepers and accountants

Health and safety compliance documents
The real problem

You manage compliance for clients - what about your own business

There is something uncomfortable about a bookkeeper or accountant who helps clients manage their obligations but has never addressed their own health and safety compliance. The documents are not complex. The requirements are not onerous. But like many administrative tasks that do not directly generate income, they tend to get pushed back indefinitely. || A blank template downloaded from a government website still requires you to identify every relevant hazard, assess the likelihood and severity of harm, and document the controls you have in place. For a home office setup with a computer screen, poor lighting, and a chair that was not designed for eight hours of use, the list of relevant hazards is longer than most bookkeepers expect. || CompliantDocs generates five completed documents from your answers about your working environment. No blank fields. No guessing what the correct answer is. Documents specific to your practice, ready to use.
2 to 3 hours
The honest time cost of completing your own compliance documents properly. You bill clients for your time and understand its value better than most. Spending two to three hours on paperwork that requires specialist knowledge to complete correctly is not the best use of either. For £29.99, we produce your complete compliance pack in minutes.
Your trade, specifically

The risks and requirements specific to your work

Bookkeepers and Accountants work primarily in sedentary office environments, yet face genuine occupational hazards that demand formal risk assessment. Daily tasks involve prolonged screen exposure leading to musculoskeletal disorders affecting the neck, shoulders and lower back from poorly configured workstations. Repetitive strain injury from intensive keyboard and mouse use remains a significant concern. Chemical hazards include exposure to cleaning products used on office surfaces, printer toner dust from multifunction devices, and potential formaldehyde off-gassing from office furniture and MDF storage units. Tools and equipment present risks including paper cuts from handling financial documents, trips from cables connecting multiple monitors and networked systems, and eye strain from dual-screen setups without appropriate breaks. Many Bookkeepers and Accountants work from home offices lacking proper ergonomic assessment, unsuitable desk heights, inadequate task lighting, and poor cable management. Fire risks centre on electrical equipment left on overnight, inadequate emergency lighting in shared office spaces, and blocked fire exits cluttered with filing cabinets. Data handling procedures also create psychosocial stress, particularly during tax year deadlines when excessive working hours without proper rest periods occur. Thermal discomfort from poor ventilation in small office spaces, particularly during summer months, affects concentration and wellbeing.
The cost of getting it wrong

What happens without proper documentation

Without proper health and safety compliance documents, Bookkeepers and Accountants expose themselves to serious legal and financial consequences. The HSE can issue Improvement Notices requiring corrective action within specified timescales, or Prohibition Notices immediately stopping non-compliant work activities. Prosecution can result in unlimited fines under the Health and Safety at Work Act 1974, with individual directors and sole traders personally liable. Insurance providers will reject claims if you cannot demonstrate documented risk assessments and control measures, leaving you financially exposed following workplace accidents. A client visitor suffering a trip hazard from poorly managed cables, or a staff member developing repetitive strain injury from an unassessed workstation, can pursue claims against your business. Personal liability means your personal assets become at risk. HMRC investigations into accounting practices often reveal concurrent health and safety breaches, complicating your professional standing. Professional indemnity insurance may be withdrawn if you fail basic compliance standards. CompliantDocs eliminates these risks entirely. Our done-for-you 5-document office compliance pack is generated specifically for your bookkeeping or accounting practice in minutes, costs just 29.99 GBP, and covers every hazard an HSE inspector will examine. You receive documents from a qualified expert rather than spending 150-500 GBP on consultant fees or countless hours completing generic templates.
What you get

Eight documents, all filled in for your business

You get five documents generated specifically for your bookkeeping or accounting business. The pack covers a Risk Assessment for your working environment, a Fire Safety Risk Assessment, a Health and Safety Policy, an Accident and Near Miss Log, and an Electrical Equipment Safety Checklist. All five are completed with your business details throughout, reflecting your specific working setup. || Whether you work from a home office, a rented desk, or your own premises, the documents are generated to reflect your actual situation. Nothing is left blank. Nothing assumes you work in an environment that does not match yours.
Health and Safety Policy Generated
Written for your business, covering your responsibilities and the measures you have in place
Risk Assessment Generated
Identifying the specific hazards in your work and the controls you have in place
COSHH Assessment Generated
Specific to the chemicals and products you use, with proper hazard and control information
Fire Safety Risk Assessment Generated
Documenting fire hazards, escape routes, and fire safety measures for your premises
Skin Exposure and Dermatitis Prevention Policy Generated
A legal requirement under COSHH for chemical skin exposure risk
Client Consultation Record Word
Ready-to-use editable template for client records and allergy documentation
PAT Testing Checklist Word
For logging PAT tests on all your professional electrical equipment
Accident and Near Miss Log Word
Ready-to-use log for recording any incidents in your working environment
How it works

Four simple steps to full compliance

1

Pay once

Secure checkout via Stripe. One-off payment. No subscription, no renewal fees.

2

Tell us about your business

A short form about your working environment and setup. Takes two minutes.

3

We fill in your documents

Compliance documents completed specifically for your business from your answers.

4

Delivered to your inbox

All documents arrive via secure download link within minutes. Save them, print them, done.

What inspectors check

What an HSE inspector looks for when they visit

When an HSE inspector visits a Bookkeeping or Accounting practice, they immediately request the Health and Safety Policy document to verify you have formal documented arrangements. They will ask to see your completed Risk Assessment identifying specific hazards such as workstation ergonomics, electrical equipment, fire risks, and chemical exposure from cleaning products. The inspector examines actual office conditions checking for trip hazards from cables, adequate task lighting, monitor positioning, desk height appropriateness, and emergency exits. They request the Fire Safety Risk Assessment and verify fire extinguishers are present, escape routes are unobstructed, and emergency procedures are documented. They review the Accident Log to identify patterns such as repetitive strain claims or near-misses from electrical faults. The inspector asks whether electrical equipment has been subject to Portable Appliance Testing, seeking your PAT Checklist records. Questions focus specifically on how you manage musculoskeletal risks during peak trading periods, whether workstations have been formally assessed, and how you ensure compliance when working from home offices. They ask about psychosocial hazards including workload management during tax year deadlines. Having CompliantDocs documents means every question receives a confident, documented answer. Your risk assessment will address every hazard the inspector typically identifies, your fire safety assessment covers all practical provisions, and your accident log demonstrates you actively monitor and record incidents.
Common errors

The mistakes most people in your trade make

Most Bookkeepers and Accountants make three critical compliance errors. First, they believe home offices require no formal assessment because they work alone, overlooking that the Health and Safety at Work Act 1974 applies equally to sole traders. They fail to document workstation hazards such as monitor height, keyboard position, chair support and lighting levels, later developing musculoskeletal complaints with no evidence of prior risk assessment to defend insurance claims. Second, they treat health and safety as administrative box-ticking rather than genuinely identifying office hazards. Generic templates produce vague statements like assess workstations without identifying specific risks like the dual-monitor setup creating neck strain, or the inadequate task lighting in the corner desk location near the filing cabinets. Third, they neglect psychosocial hazards entirely, documenting only physical risks. Excessive working hours during January tax deadlines, stress from deadline pressure, and isolation in home offices are genuine hazards requiring documented controls such as workload planning and regular breaks. Fourth, they fail to update documents when circumstances change, leaving outdated assessments that no longer reflect actual working conditions. CompliantDocs eliminates every mistake because your documents are generated specifically for your bookkeeping or accounting business, naming actual hazards you face, identifying real control measures relevant to your practice, and addressing psychosocial factors alongside physical risks. Documents are updated within minutes if your working arrangements change.
Questions and answers

Frequently asked questions

Is this right for you?

Who this pack is not designed for

This pack is not suitable for large accountancy firms with 10 or more employees requiring bespoke risk assessments tailored to complex multi-office operations, or those already employing dedicated health and safety consultants. Businesses with specialised hazards such as those conducting on-site client visits involving hazardous environments should seek consultant input. If your practice has already commissioned formal H&S documentation from a qualified consultant, purchasing additional documents would be redundant. However, for sole trader Bookkeepers and Accountants, small partnerships, and micro-businesses operating from home or small offices, CompliantDocs provides exactly what you need at a fraction of consultant costs.

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