From Peter Saxton
I send tax return to client:
"I have attached your personal tax return and tax computations.
Can you read the documents and if you are happy for me to submit the tax return online please let me know."
Client replied:
"I trust it's all okay having had a look,
but it's all Greek to me, to be honest."
I said she had to tell me to submit.
Roll on my website with document exchange and signing documents!
Replies (16)
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Surely the letters are Roman and the numbers Arabic.
If you sent it in Greek, no wonder she doesn't understand it.
I would ask her to at least confirm her instruction to submit in explicit terms.
Be very careful of your wording in this day and age if you request explicitness from a female client.
Definitely not enough for me.
I'm old school on this one and insist, except in extremis, on my clients actually signing the declaration on page TR8 and returning to me (if they want to scan and email it, that's fine). I try and make that easy for them by also sending them that page alone as a separate pdf.
Me too. Nothing like ink on paper for avoiding clients denying they've ever seen a document before.
As with some of the others, I email a separate approval document for signature. No signature, no submission!
As with some of the others, I email a separate approval document for signature. No signature, no submission!
Me too.
Hi Peter
I use Adobe Fill & Sign app for free. Unbelievably, even to me, 90% of clients have got completely used to it and manage to follow my instructions to use it. One or two still print, sign and return the odd page. But, I agree, her reply isn't sufficient.
I'm fairly sure even the most explicit email instruction is insufficient to say the client has approved, email is not in any way a secure protocol and should never be treated as such.