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Client Sign up process


When signing up a new client what documents do you get them to sign apart from an engagement letter.

Are there separate T's and C's.

Does anyone have a link to ready made off the shelf T's and C's which can be tailored?


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They also sign a 64-8 ...

... and our written quotation which details what is included (and not included) in the agreed fee.

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Don't forget a photocopy of driving licence or passport and home utility bill as part of your money laundering process.

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The professional bodies issued updated advice on this recently

Their sample engagement letters for tax work include T&Cs.

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