Would you write a letter to each company or just one letter asking for documents each year
30th Jun 2020
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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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?
Why not ask the client to liaise with the companies ??
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.
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?
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.
Split the difference
4 emails
Copy and paste
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.
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.