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Help reduce risk with formal client onboarding
April 17, 2024
A systematic approach to onboarding new or existing clients can help your firm avoid many professional liability claims. It can also lead to better workflow, additional fees, and increased client satisfaction. An added bonus: Onboarding may uncover a problem client before services begin.
Risk management tips for the tax practitioner
September 27, 2023
Although most agree that the current tax season has signs of returning to normalcy after the pandemic-induced chaos of recent years, CPA firms continue to face unique challenges and risks they should not ignore.