I received a text message from an ex sole trade client asking me to send opening balance information to him. From the terminology he has used I know he has been told to ask for this by an accountant. I text the client back saying I would need his new accountant to write to me requesting professional clearance and that he would also need to write to me authorising me to release the information to the new accountant.
The ex client has now written to me requesting me to forward the information direct to him. Should I do this to get rid of what was always an awkward client or should I insist the new accountant has to write to me first?