new client paperwork

CHUNKYMONKEY Registered Posts: 29 ? ? ?
does anyone have any papers for client to fill in to protect yourself etc.
my ACA freind says its best to use them to show outilne of job role etc. cover yourself but cant find any templates in AAT site so wondered what u all use.
Any help will be gratefully received thanks


  • whiterose
    whiterose Registered Posts: 49 ? ? ?
    Sample letters of engagement are available in the MIP toolkit on this website.
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