It's been a topic of ongoing debate on the website for some time, but do you send your clients' information via email - such as letters, tax returns, etc, or do you use something more secure, like
In completing a clients VAT return I came across a purchase invoice issued in July 2012 that carried 17.5% VAT.
There is a common misconception that accountants sell their time and that this is what clients are buying from them.
The gist of the questions is: when and to what extend you apply KYC (due diligence) procedure on a new client?
Mark Lee explores the different reasons for arranging client meetings and asks if they are still necessary in an era of video calls and social media?
My clients scan and email me a lot of source documents and I produce files and reports for them from a cloud based accounting system.
We have recently completed a reference to a letting agent confirming our clients income etc.