How to generate corporation tax leads
Written for owners of accounting practices with roughly 2 to 20 staff who want corporation tax work arriving from something other than word of mouth. It covers where the demand sits, how to time outreach against filing deadlines, and how to build the search and paid layers that capture it. Around eleven minutes to read.
The short version
- Corporation tax demand is date driven. Company year ends and filing deadlines tell you when a limited company is open to switching.
- The Companies House register is public and searchable, which makes accounting date targeting practical rather than theoretical for UK firms.
- Search intent splits into deadline panic, cost checking and relief research. Each needs its own page and its own response.
- Paid campaigns fail on generic messaging far more often than on budget. Company type and year end specificity fixes most of it.
- Direct marketing to company officers carries ICO obligations. Transparency at the point of collection is not optional.
Why corporation tax leads behave differently
Learning how to generate corporation tax leads is a different exercise from general accounting lead generation, because the buying trigger is fixed in advance. A limited company has an accounting reference date. Nine months and one day after that date, the tax is payable. Twelve months after it, the return is due. Those dates are recorded publicly, they do not move without a filing, and they create a predictable window in which a director becomes receptive to a conversation about who prepares their CT600.
That single structural fact changes how you build the system. Most accounting firm marketing advice tells you to publish content and wait. Corporation tax work rewards firms that know when a specific company is approaching a decision point and are visible at that moment, through search, through ads, or through direct contact.
The market is large enough that precision matters more than reach. Companies House recorded an effective register size of 4,930,634 companies at the end of March 2026, with 204,612 incorporations in that quarter alone. You cannot speak to all of them and you should not try. This guide covers how to define the slice you want, how to time approaches against the filing calendar, how to structure the search and paid layers, what goes wrong in practice, and where the data protection lines sit.
Define the company profile before the channel
Firms usually start with a channel question. Should we run Google Ads, should we do LinkedIn, should we buy a list. The channel question is unanswerable until you have decided which limited companies you actually want.
Corporation tax clients vary enormously in profitability. A single director consultancy company with one invoice a month and a company that files group accounts with R&D claims both need a CT600. The work involved differs by an order of magnitude, and so does the fee you can defend. If your acquisition system does not distinguish between them, it will fill your pipeline with whichever type is cheapest to reach, which is almost always the least profitable one.
Filters worth applying
- Company age. Newly incorporated companies approaching a first accounting period behave differently from companies switching after five years. First timers need explanation, switchers need a reason to move.
- SIC code. Sector concentration gives you language, examples and relief knowledge that generic firms cannot match.
- Turnover band and employee count. Available on the register for filed accounts, and a reasonable proxy for complexity.
- Filing history. Late filings, dormant to trading transitions and recent accountant changes all indicate movement.
Write the profile down in one paragraph. If you cannot describe the company you want in a sentence that excludes most of the register, you do not have a profile, you have a preference. Every downstream decision, from ad copy to the questions on your enquiry form, gets easier once that paragraph exists.
Using company register data for timing
The Companies House register is free to search and includes the accounting reference date, the next accounts due date, the confirmation statement date and the full filing history for every UK company. For corporation tax lead generation this is the most useful public dataset available to a UK practice, and most firms ignore it.
What the dates tell you
A company with a 31 March year end has its corporation tax payable by 1 January and its return due by 31 March the following year. The director starts thinking about it somewhere between the year end and the payment date, usually when their current accountant asks for records. That is your window. Approach three months after year end and you are early enough to be considered, late enough that the year end is real to them.
Filing history adds a second signal. A company that filed late last year, or that has just moved from dormant to trading accounts, or whose accounts have been prepared by three different agents in four years, is more likely to engage than one with an unbroken record with the same firm.
Building the working list
You can do this manually for a few hundred companies. Beyond that you need the Companies House API or a data provider that wraps it. Pull companies matching your profile, sort by accounting reference date, and segment into monthly cohorts. Each cohort becomes an outreach batch that runs on its own schedule rather than a single blast that ignores when the recipients care.
One of our clients, Chris at Thomas Emlyn Ltd, runs an outbound engine built on registry data with AI targeting layered on top. It produces thirty to fifty cold leads a month and five to ten booked meetings.
Capturing corporation tax search intent
Directors search before they switch. The queries fall into three groups, and each needs a different page because each represents a different stage of the decision.
Deadline and process queries
Searches like corporation tax deadline, when is CT600 due, or what happens if I file corporation tax late. These are high volume and mostly informational. They are worth ranking for because the reader is currently holding the problem, but the page has to answer the question properly before it offers anything. A page that answers in one line and then pushes a contact form loses the position within a quarter.
Cost and comparison queries
Corporation tax return cost, accountant for limited company, changing accountants. Commercial intent, lower volume, far higher value. These readers are actively evaluating. Your page needs to explain what is included, how the process works, how the handover from their existing accountant happens, and what happens in week one.
Relief and planning queries
R&D relief, capital allowances, associated company rules, marginal relief thresholds. These attract better companies because a director researching relief has profit to plan around. They are also the queries where genuine technical depth separates you from content aggregators.
Build one page per intent rather than one page covering all three. Prads at Wings Online Filings went from five to seven enquiries a month to fifteen to sixteen, and nine new clients, in the first two and a half months of running a proper SEO architecture rather than a blog. The gain came from structure, not volume of words.
Paid acquisition that reaches limited companies
Paid search is the fastest route to corporation tax enquiries and the fastest route to wasted budget. The failure pattern is consistent and it is almost always messaging rather than bidding.
An ad that says complete accounting services for all businesses will collect clicks from sole traders, landlords, people looking for bookkeeping jobs and the occasional limited company director. Volume looks healthy, the pipeline does not. An ad that says corporation tax returns for limited companies with a March year end collects fewer clicks and more of the right ones.
Structure that holds up
- Separate campaigns by intent group. Deadline queries, cost queries and relief queries have different conversion rates and should never share a budget.
- Negative keywords do more work than bid adjustments. Exclude self assessment, sole trader, jobs, salary, courses and free templates early.
- Run three versions of every ad and change one element at a time. Comparing three variables at once tells you nothing.
- Send traffic to a page matching the query. A CT600 deadline search landing on a homepage converts at a fraction of the rate.
Measure the right things
Cost per click and impressions describe the auction. Cost per qualified enquiry, consultation to client conversion rate and average client value describe the business. Track the second set. A campaign at a higher cost per lead that produces limited company clients on annual engagements beats a cheaper campaign delivering sole trader enquiries every time, and you can only see that if the numbers connect to your practice management system rather than sitting in an ads dashboard.
The follow-up system behind the leads
Most firms lose more corporation tax leads after the enquiry than before it. The enquiry arrives at 4pm on a Thursday during a busy filing week, sits in an inbox until Monday, and by then the director has spoken to someone else.
Speed and sequence
An automated acknowledgement within a minute, a real response within the working day, and a booking link that shows genuine availability will beat almost any improvement to your ad copy. The gap between a two hour response and a two day response is measurable in conversion rate and costs nothing but configuration.
Qualification before the calendar
Not every enquiry deserves a meeting. Ask for company number, year end date, current accountant status and approximate turnover on the form itself. Company number alone lets you pull the register record before you speak, so you arrive at the call knowing their filing history, their year end and their last set of accounts. Annabel, one of our clients, screens enquiries automatically so her calendar only carries the high value ones.
The nurture that matters
A director enquiring in June about a December year end is not ready to move in June. They are ready in September. A sequence that stays useful across that gap, filing reminders, a note when relief thresholds change, a short explanation of what switching involves, keeps you present without pressure. Most firms send nothing and then wonder why the enquiry went cold.
Kieran Stocker at Swift put it plainly on Trustpilot: "Since starting with Fiscal Flow last year, we have now seen a few clients added to our portfolio, with one of them being £250 + VAT per month, producing a great ROI."
Staying compliant with direct marketing rules
Registry based outreach is lawful and widely used, and it still sits inside the ICO's direct marketing rules. Firms that treat the register as a free list without reading the guidance create risk that is entirely avoidable.
What the ICO expects
- Tell people you are collecting and using their information for direct marketing. This applies whether the data came from your own forms, a third party list provider or a public source.
- Provide privacy information in clear, plain language at the point of collection. Just in time notices and layered notices are both acceptable.
- Explain why you want their information, whether you will share it with anyone else for marketing, and what their rights are, including the right to object.
- If you later use the data for something new, provide further privacy information rather than assuming the original notice covers it.
Practical points for accounting firms
Corporate subscriber rules for electronic marketing are different from those for individuals, and sole traders and some partnerships are treated as individuals rather than corporate subscribers. That distinction matters when your list mixes company officers with unincorporated businesses. Keep suppression lists working properly and honour objections immediately rather than at the next list refresh.
Full current guidance is on the ICO site at ico.org.uk. Read it once properly, write your process down, and the compliance question stops being a reason to avoid outbound entirely.
Building the system step by step
This is the sequence we use when installing corporation tax acquisition for a practice. Each step depends on the one before it, so resist the temptation to start with ads.
Write the target company profile
One paragraph describing the limited company you want, covering sector, turnover band, company age and complexity. Test it against your five most profitable existing corporation tax clients. If the profile does not describe them, rewrite it. This paragraph governs every keyword, ad and outreach message that follows.
Pull and segment register data
Extract companies matching the profile from Companies House, including accounting reference date, filing history and last accounts filed. Sort into monthly cohorts by year end. Flag anything with late filings or recent agent changes as higher priority. This becomes your working list and your outreach calendar in one file.
Build one page per intent group
Create separate pages for deadline questions, cost and switching questions, and relief questions. Each answers its query completely before offering anything. Add clear internal links between them so a reader arriving on a deadline page can move to the switching page without returning to Google.
Launch paid campaigns by intent
Run separate campaigns matching the page structure, starting with the commercial cost and switching queries since they convert fastest. Build the negative keyword list before launch rather than after. Set three ad variants per group and review weekly, changing one element at a time.
Install the response and qualification layer
Automated acknowledgement within a minute, qualification questions on the form including company number and year end, and a booking link with real availability. Route qualified enquiries to whoever actually takes calls. Everything unqualified goes into a nurture sequence rather than the bin.
Measure to client, not to click
Connect enquiry source to your practice management data so you can see cost per client and average client value by channel. Review monthly. Retire whatever produces enquiries that never convert, and put that budget into whatever produces limited company clients on annual engagements.
Where firms get this wrong
These are the patterns we see most often when a practice has been trying to generate corporation tax leads without a system behind it.
Marketing to every limited company
The register holds millions of companies and a generic message aimed at all of them reaches nobody in particular. Broad targeting produces enquiries from micro companies wanting the cheapest possible CT600. Narrow the profile until the message would feel written for one specific type of business.
Ignoring the year end calendar
Sending the same message to every company in the same week means most recipients are eight months from caring. Segment by accounting reference date and run each cohort on its own schedule. The message is identical, the timing does the work, and response rates separate accordingly.
Judging campaigns on cost per lead
Cost per lead rewards whichever campaign attracts the least qualified traffic, because unqualified enquiries are cheap. Firms then cut the campaign producing real clients because its cost per lead looks worse. Track cost per client and average annual value instead, even if it takes a quarter to read properly.
No system for slow enquiries
A director enquiring nine months before their year end is a good lead at the wrong moment. Most firms make one call, get a not yet, and delete the record. Put those contacts into a scheduled sequence that resurfaces them at the right point in their filing cycle.
When to build this in-house
Plenty of firms run this themselves, and if you have someone with genuine time for it, that is often the right call. Manual register work is workable up to a few hundred companies. A single well written page targeting cost and switching queries can be produced by anyone in the practice who knows the subject. A basic response automation takes an afternoon in most CRMs.
Where it stops paying is at scale and integration. Outside help usually makes financial sense in three situations. First, when your register list runs into thousands of companies and needs API extraction with ongoing refreshes. Second, when you want search and paid working together rather than as separate experiments, which requires page architecture rather than individual pages. Third, when enquiries are arriving but conversion is poor, which is nearly always a follow-up and qualification problem rather than a traffic problem.
We build this infrastructure exclusively for accounting and CPA firms, which is why the register data and filing calendar sit at the centre of it rather than as an afterthought.
Related guides
Other resources covering the same acquisition system from different angles.
Frequently asked questions
Where can I find corporation tax leads for free?
The Companies House register is free to search and gives you company name, registered office, accounting reference date, filing history and officer details. It is the foundation of most UK corporation tax lead lists. The free route is manual, so it works for hundreds of companies rather than thousands. Beyond that, the Companies House API or a provider built on it becomes necessary.
When is the best time to approach a company about corporation tax?
Roughly three to five months after their accounting reference date. Corporation tax is payable nine months and one day after year end, and the return is due at twelve months, so the director is usually thinking about records and fees within that middle window. Approaching immediately after year end tends to be too early to register.
Is it legal to contact directors using Companies House data?
Publicly available sources are one of the routes the ICO recognises for collecting information used in direct marketing. You still have to provide privacy information, explain your purpose, and honour the right to object. Electronic marketing rules also differ between corporate subscribers and individuals, which affects sole traders and some partnerships. Read the current ICO guidance before you start.
Do Google Ads work for corporation tax services?
They do when the campaign targets specific commercial queries rather than broad accounting terms. Cost and switching searches convert best. The common failure is generic copy aimed at all businesses, which collects volume from sole traders and job seekers. Separate campaigns by intent, build a negative keyword list before launch, and send each query to a matching page.
How many corporation tax leads should a small practice expect?
It depends on the channel mix and how narrow your target profile is. Firms we work with typically see enquiry numbers change in the first quarter, with client conversion following a month or two behind because directors move at their filing cycle rather than yours. Set a twelve week review point rather than judging results in week three.
Should I focus on SEO or outbound for corporation tax work?
Both, in that order of patience. Outbound to register data produces meetings within weeks and gives you immediate feedback on whether your target profile is right. Search compounds over months and eventually costs less per client. Firms that run only one of the two either have a pipeline that stops when they stop, or a long wait before anything happens.
Final thoughts
Working out how to generate corporation tax leads comes down to three things done in order. Decide precisely which limited companies you want, use the public filing calendar to approach them when the work is on their mind, and make sure the enquiry that arrives is answered quickly and qualified before it reaches your diary.
None of that requires a large budget. It requires a defined profile, a data source you already have access to, and a follow-up process that runs whether or not you are in the middle of a filing week. The firms that struggle are usually running good tactics in the wrong sequence, with paid traffic pointing at pages that were never built to convert and enquiries landing in an inbox nobody checks on a Thursday.
If you want to see how the pieces fit together for a practice your size, the qualification questions below will tell you fairly quickly whether this is worth your time.