Share this content

Seeing clients and visiting clients at premises

what is your covid procedures during this second lockdown?

Didn't find your answer?

Are you still seeing clients at your premises or visiting clients in their premises during the second lockdown?

Would be interested to hear your views.

Replies (16)

Please login or register to join the discussion.

By williams lester accountants
05th Nov 2020 12:30

Absolutely not. Zoom only until further notice.

Thanks (0)
By williams lester accountants
05th Nov 2020 12:30

Absolutely not. Zoom only until further notice.

Thanks (0)
RLI
By lionofludesch
05th Nov 2020 12:32

Yes but less frequently and for much shorter meetings. Often only minutes.

Queries are mostly resolved by email or phone.

Thanks (0)
Replying to lionofludesch:
avatar
By Paul Crowley
05th Nov 2020 14:08

Same here
On outside Bench area 1M apart unless wet
Then on sofa in reception 2ft apart

AVOIDING if at all possible

Thanks (0)
Replying to Paul Crowley:
Avatar
By I'msorryIhaven'taclue
05th Nov 2020 15:40

Paul Crowley wrote:

On outside Bench area 1M apart...

Brings a new meaning to benchmarking.

Thanks (0)
Replying to lionofludesch:
Giraffe
By Luke
05th Nov 2020 19:07

lionofludesch wrote:

Yes but less frequently and for much shorter meetings. Often only minutes.

Queries are mostly resolved by email or phone.

Same here. The vast majority of clients are either entirely over email/phone or a quick chat with a handover of documents at the door. A couple were seen in the garden in the last lockdown (when permitted) but only clients who I know well and like.

I have seen a couple of sensible clients in the office with masks and 1.5m distance, for shorter than usual meetings. I have also been to a couple of clients homes for short meetings, again with masks. I can count both on one hand.

Where I can, I have avoided it but for some clients they just need to explain something that they can't do over the phone.

Very pleasingly most clients have declined my (reluctant) offer of skype/zoom/teams and preferred to discuss over the phone.

Thanks (0)
avatar
By TC80
05th Nov 2020 12:37

No way. They drop records off at my door. Accounts and comments/queries are emailed.

Thanks (0)
avatar
By Ken Howard
05th Nov 2020 12:43

Nope, not at all. The closest we are getting to clients is a handover of books/records/paperwork at the door. Since March, we've not had a single client across the threshold and not visited a single client. We're going everything by email, phone, online portals, and zoom/skype/facetime as necessary.

Thanks (0)
By Michael Beaver
05th Nov 2020 13:17

Zilch. Documents dropped off or picked up at the door. Accounts/tax returns posted or approved electronically. Discussions over the phone.

Whether or not people think it's a waste of time or overblown I don't really care. As an employer I have a responsibility to my staff to keep them safe.

Thanks (3)
avatar
By SXGuy
05th Nov 2020 13:23

Take their money and show them the door always works well.

Thanks (0)
avatar
By Southwestbeancounter
05th Nov 2020 14:26

No. They are dropping off at the door if they absolutely have to - all 'meetings' carried out through telephone calls and email etc.

We've done this since March and will continue for the foreseeable future.

Thanks (0)
avatar
By Calculatorboy
05th Nov 2020 15:28

seeing my handful of special clients as normal , no masks because its nonsense and risk is minimal

but using virus as excuse not to see all the others, who just do drop off to lockers outside office , if they are not cloud .its working well

Thanks (1)
avatar
By mbee1
05th Nov 2020 15:32

No face to face meetings since the office closed on 17 March. Mixture of Zoom, MS Teams, Skype or Facetime at the clients preference. Books can only be dropped of by prior arrangement and then left in the office for at least 72 hours before being handled.

Thanks (0)
Scooby
By gainsborough
05th Nov 2020 16:49

Continued to have meetings in client garden during first lockdown.
No meetings at all second lockdown unless it is just to hand over documents on the doorstep. Can't really see what cannot be done online or via post.

Thanks (0)
avatar
By New To Accountancy
05th Nov 2020 19:34

I've managed to avoid contact so far, I've been doing everything over the phone/emails /texts etc. Not being face to face has made resolving some things a little longer but I think it's a sign of things to come so I'm just trying to see what I can do to speed this up going forward. I've been phoning suppliers myself today rather than collecting invoices and trying to make sense of payments / credit notes etc so I know this will probably become part of my job in future. I actually tried to avoid this at all cost but actually I think it'll speed up productivity, not having a middle man made all the difference today.
I'm hoping I do not become too comfortable with not meeting clients as I feel it is important to interact and keep in touch but I really am enjoying staying in my comfy clothes whilst working and not having to smarten up in case I get a visitor.

Thanks (0)
avatar
By Hanleymail
05th Nov 2020 22:30

Refusing meetings. Zoom or Skype or just plain telephone. No one has thrown dummy out of pram so far.

Frankly, I don't expect to resume meetings ever - if I can help it!

Thanks (0)
Share this content