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Writing a letter to a director of many companies ?

When asking for documents from a client that has more than 1 company

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Would you write a letter to each company or just one letter asking for documents each year 

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By johngroganjga
30th Jun 2020 10:52

What sort of documents, and what is your role? Are you acting for the director as an individual, or for the companies he is a director of, or both?

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By bernard michael
30th Jun 2020 10:54

Why not ask the client to liaise with the companies ??

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By clint hammond
30th Jun 2020 11:03

Its a family run practice and at the moment we write a letter to the same director who owns 4 different companies for documents (its hard getting these from them) as only 1 company is vat. So would you combine a letter to the director asking for the documents of each company or write 3 separate letters ?

It's hard for me as I would save paper and time and do just one but the father-in law and son-in law have and will always insist 3 letters.

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By Southwestbeancounter
30th Jun 2020 15:11

How would you file the one letter with four separate companies though - copy it three times and then 'circle' the name of the specific company concerned?

I'd always keep the clients happy especially if it was for such a simple thing; I presume they all have the same year end dates too or else you could spread the letters around a bit?

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Accountants & Business Advisers
By Gladstone
30th Jun 2020 15:55

Why not email the director requiring the input for each company clearly listed in the email?
Email is a better communication saving time and a good record with date/time stamp. Assuming your client use email.

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By Paul Crowley
30th Jun 2020 16:11

Split the difference
4 emails
Copy and paste

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By clint hammond
30th Jun 2020 16:21

Many Thanks.

We write letters,emails and phone calls to try and get the documents on a monthly or quarterly basis, but always drops off 2-3 weeks before deadline.

Was trying to see if the normal thing is to send 3-4 letters or just 1.

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Replying to clint hammond:
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By Paul Crowley
30th Jun 2020 18:07

Same problem group as last time?
We try to be standard but certain clients want things to be the way it has been done for the last 30 years.

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