InPractice Software

New Client Induction Checklist
Written by Jaffer
Sunday, 15 May 2011 08:51
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Audit Manual Software efficiency Clarity International Auditing Standards ISAs hot cold File Review Financial Statements accounts efficient ETB Exempt checklist Report New Client IR35
New clients, especially start-ups, complain that their accountant has not "settled them in" properly.

This checklist provides a methodical approach to the induction process so that important matters are not missed out.


It doubles as a printed report. You can impress your clients by handing them a printed report to take away at the end of the meeting! 


  Facilitates a structured discussion

  Prevents overlooking important issues

  Impresses your client

  Includes money-laundering enquiries checklist

Platforms: Windows 95, 98, ME, 2000, XP, Vista, Windows 7 or higher
 
 
Requirement: Excel 2000, 2003, 2007 or higher 
Audit Manual Software efficiency Clarity International Auditing Standards ISAs hot cold File Review Financial Statements accounts efficient ETB Exempt checklist Report New Client IR35
Last Updated on Friday, 12 August 2011 09:50
 

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Efficiency software for auditors and accountants who want to
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and so leave work on time.

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InPractice Software
207
Regent Street (3rd Floor),
London W1B 3HH, U.K.
Letter/Parcel: 4 Chiswick Place, Eastbourne BN21 4NH, U.K.

+ 44 (0)1323 722106  +44 (0)7 500
222 008

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