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Developing client relationships

Information on the best ways to develop a long term business relationship with your clients. Includes sample engagement letters, methods of dealing with complaints, dispute resolution and the support ICAEW can offer you.

The nine stages of an assurance engagement

Assurance engagements can be typically broken up into nine stages. Not all stages will be clearly separated and identifiable in every engagement. Some stages, such as the engagement letter, may not be required during internal assurance, while others, such as the problem-solving phase, may not be necessary in some external engagements.

Client complaints and dispute resolution

Complaints process

Find out how to make a complaint, how we handle complaints, duty to report misconduct and the support available if you are the subject of a complaint.

TAXline July 2017

In this issue: Sue Moore explores how to offer new services to existing clients; Ian Young looks at the tax implications of Brexit; Sarah Ghaffari outlines the resources available on the MTD hub alongside the latest developments; Julie Cameron explains how charities can help those suffering with depression; and reports from the Tax Faculty conference and Accountex 2017.

Advisory services

Help from ICAEW and other organisations

TAS helpsheets

ICAEW’s Technical Advisory Services helpsheets reflect the practical guidance provided to our members every day on the helplines and highlight important issues for members. Access practical technical and ethical guidance, as well as frequently asked questions, to support you day to day, whether you are a member in practice or in business.