Solicitors Accountants Report

SRA Accountants Reports

  • 2 ratings, 238 users enrolled

Course Overview

As of November 2015 the SRA have relaxed the previously rigid requirements regarding the submission of SRA accountants reports. In an effort to make solicitors accountants reports more targeted and relevant for firms, accountants will be able use their professional judgement in order to determine if the reports they prepare for solicitors' practices comply with SRA account rules.

In addition to have an increased focus on risks to client money, the SRA changes mean that practices which present little or no risk, such as those firms that hold little to no client money, will now be exempt from obtaining a report from their accountant.

This bite-size webinar, designed with the busy practitioner in mind, is perfect for compliance staff wishing to update their knowledge regarding the exemptions from submitting SRA accountants’ reports, in a quick and efficient way.


Experienced lecturer Katie Jackson will also provide viewers with details on how and where to find additional information regarding these changes, should you wish to further develop your compliance knowledge in this area.


What are the requirements?

  • Watch 20 minute recorded webinar, including reference notes, discussion questions and optional evaluation form to test your legal knowledge
  • This course provides 0.5 – 1 CPD point (depending on length of time spent considering the discussion questions and completing the evaluation form)

Learning Outcomes

  • On completion of this course you will:

    • Understand the main changes to the Solicitors Accounts Rules
    • Know ii and when to submit an accountant’s report
    • Appreciate the relationship to the position on material breach

What is the target audience?

  • Trainee Solicitor


About Instructor - Katie Jackson

Katie Jackson is a consultant specialising in law firm compliance and regulation. A former Inspector for the Council for Licensed Conveyancers, Katie led and managed inspections of some of the largest conveyancing practices in the country. Prior to working for the CLC, Katie spent a number of years working in various inspection and policy roles for the Solicitors Regulation Authority, and Legal Services Commission.

Course Curriculum

recorded webinars

  • webinar


  • Reference Notes
    4 Page
  • Discussion Questions
    1 Page
  • Evaluation
    1 Page


  • Price
  • £ 80