ICAEW updates guidance on engagement letters
ICAEW’s Technical Advisory Services has updated its support for practitioners on client engagement letters relating to tax services. The Tax Faculty highlight the key changes.
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.
Engagement letters
Important issues with engagement letters
Solicitor Karen Eckstein analyses common issues with engagement letters and scope of retainer, using a detailed practical example to illustrate her points.
Haven't issued an engagement letter?
Technical helpsheet providing guidance for members in practice who choose not to issue engagement letters for non-regulated work.
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 communications
Delivering client advice during a crisis - tips from an advisory practice expert
In this video, made exclusively for PBA Community members, ICAEW member Dan Crowther discusses how best to deliver advice to clients in this current climate of instability.
Client communications
Best practices for accounting firms to communicate with clients.
Getting ready for General Data Protection Regulation
Ensuring compliance with General Data Protection Regulation is the perfect opportunity to clean up your business’s practices around handling data.
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.
Guidance on your duty to report misconduct as an ICAEW member
We expect ICAEW Chartered Accountants to maintain the highest standards of practice and professional conduct.
Business mediation
Background information and practical guidance on business dispute resolution.
Client disengagement
Disengaging from clients, including preparing disengagement letters.
Client management
My client is leaving: what do I do?
4 February 2020: the new year is often a time when clients decide to change their accountants, but what should you do if a client decides to leave your practice?
Tools for business
Find out about the tools that can help you in your career as an independent adviser or consultant.
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.
Client acquisition: Purchase of fees and cold calling
An article exploring business growth which comes from two areas – selling additional services to existing clients and acquiring new clients for the practice.
Advisory services
Help from ICAEW and other organisations
Technical and ethics support
Whatever your technical or ethical query, ICAEW members, affiliates, ICAEW students and staff in eligible firms with member firm access can phone +44 (0)1908 248 250 for objective, confidential advice from the experts.
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.