Client Records

We have taken over a client and their previous Accountant did their bookkeeping on Sage.

We have asked for a backup of the Sage but the previous Accountant said they won't let us have one.

Are they required to give us the information???

Anyu help appreciated.

Comments
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Yes - the bookkeeping records belong to the client

ShirleyM |
ShirleyM's picture

That's what I thought!

Angela Gilmore |

Refer them to their governing body

ShirleyM |
ShirleyM's picture

Ah, but do they actually have to give you a sage backup?

Luke |
Luke's picture

Thanks for all your comments,

Angela Gilmore |

Ownership of the Data

Moonbeam |
Moonbeam's picture

Yes hand it back to the client

refs8 |