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
client
In completing a clients VAT return I came across a purchase invoice issued in July 2012 that carried 17.5% VAT.
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There is a common misconception that accountants sell their time and that this is what clients are buying from them.
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The gist of the questions is: when and to what extend you apply KYC (due diligence) procedure on a new client?
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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?
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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.
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We have recently completed a reference to a letting agent confirming our clients income etc.
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