I am seeking some advise on how to STOP this ex-client's new adviser from sending further information requests.
Client moved on to new accountant in June because he wouldn't like to be told to keep VAT receipts (just one example). I found inner relief when his new adviser contacted me advising me on his appointment. However, his new adviser has caused more distress to me with his regular information requests since June. I have acted professionally so far and spent considerable amount of time and effort to retrieve and email him the information that he would request.
Unfortunately, I got really upset with his recent telephone call followed by email requests (probably to show to the client).
However, I am struggling to find an excuse or reason (if i would say) how to refuse and put a FULL STOP. Not sure if there are some guidlines that i can rely on? His new adviser is an established firm I do feel like that I was probably intimidated in the past to respond to all requests.
Any advice would be appreciated.
Thanks in advance.