Clients and engagements
Who you act for, what you have agreed to do, and the letter that says so.
Recommended first
Adding a client02Take on a new client through acceptance: identity, ownership, screening, identity checks, risk and the declaration.Practice6 stepsUpdated Engagement letters03Raise the engagement letter from a template, send it for signature, and record a paper signature.Practice5 stepsUpdated Engagements and periods04Create an engagement, take it through review and client approval, and activate, change or end it.Practice6 stepsUpdated Onboarding evidence and confirmations05See what new clients still owe you, and how the documents they send are checked.Practice3 stepsUpdated The client list
Find a client, read the client list and open a client record.
Practice4 stepsUpdated Open the guide