Whenever I get a new client who already has an accountant, I always get the new client to sign a letter of authority addressed to the old accountant giving their permission to supply the information I am requesting. I send this letter to the old accountant along with my letter requesting handover information.
Last weekend I had the usual standard 'clearance' letter from a firm regarding one of my clients. I have emailed my client stating that I cannot give the new firm the information without his permission and attached a letter of authority for him to print off and sign. I have suggested that I would be happy for him to photograph the signed letter and email it to me to save time.
The client can't be bothered to do that and has sent me a one line email from his iphone giving his permission. I know he has a problem with IT, his only IT equipment is his phone, so he would probably have to email it to a cousin who would print it off for him to sign. Should I insist or am I being overly pedantic?