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S
strongsilence
Level 10
March 26, 2026
Question

The piecemeal client - a risk

  • March 26, 2026
  • 2 replies
  • 6 views

 

Emails are fine BUT make sure to print or retain that email in permanent storage.  "Email is not your client file."

    2 replies

    IRonMaN
    IRonMaN
    Level 15
    March 26, 2026

    "when you need them, and what will happen if the client doesn't comply"

    That is good advice when you have clients that can either read or take the time to read.  I don't have many of those.

    Slava Ukraini!
      S
      strongsilenceAuthor
      Level 10
      March 26, 2026

      agree. For a few I call and tell them.

        sjrcpa
        sjrcpa
        Level 15
        March 26, 2026

        For attribution, that slide is from today's AICPA Town Hall

        The more I know the more I don’t know.
          S
          strongsilenceAuthor
          Level 10
          March 26, 2026

          thanks for pointing that out sjr.  Those Town Halls can be hit or miss. This one was useful.

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