RESOURCES

All the documents you need to work with clients

CLIENT ENGAGEMENTS

 

ONBOARDING NEW CLIENTS

Updated July 2021

Engaging a new client: New clients to sign engagement letter.

Document Name: Client Agreement Letter

NEXT STAGE
 

Document date

Describe what this document is about for this stage of client engagement.

Document Name:

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Document date

Describe what this resource or tool is about for this stage of client engagement.

Document name:

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TAX RETURNS

 

LODGING TAX
 

Updated July 2021

Engaging a new client: New clients to sign engagement letter.

Document Name: Client Agreement Letter

NEXT STAGE
 

Document date

Describe what this document is about for this stage of client engagement.

Document Name:

Document Download

NEXT STAGE
 

Document date

Describe what this resource or tool is about for this stage of client engagement.

Document name:

Document Download