Professional Enquiry letters

Nicknak
Nicknak Registered Posts: 6 Regular contributor ⭐
edited June 18 in AAT member discussion
Hi..

Been looking on the practice management toolkit, but can't see anything regarding handover request/professional enquiry templates and checklists.

Does anyone know if any templates or checklists are available elsewhere. I have 2 to go and wanted to double check my content.

Cheers..

Comments

  • Anne Boleyn
    Anne Boleyn Registered Posts: 195 Dedicated contributor 🦉
    Hi
    Are these for sole traders or limited companies

    AB
  • Nicknak
    Nicknak Registered Posts: 6 Regular contributor ⭐
    Hi there..

    I actually have two to go, one partnership and one limited company.

    Thanks
  • Anne Boleyn
    Anne Boleyn Registered Posts: 195 Dedicated contributor 🦉
    I can send you a copy of what I use if it's any help but it will have to be tomorrow.

    AB
  • Nicknak
    Nicknak Registered Posts: 6 Regular contributor ⭐
    Hi Anne,

    That would be great.. I will PM you my email address if that's OK.

    Thanks again
    Nik

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