Ronald C. Minkoff, a partner at Frankfurt Kurnit Klein & Selz, writes that few areas of professional responsibility law prompt as many inquiries from lawyers and clients as the seemingly simple act of ...
Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...
There is often confusion about what property/documents attorneys must retain and what must be turned over to the client when the engagement ends. This article examines the scope of an attorney's duty ...
CCH s ProSystem fx Portal provides bidirectional file exchange capabilities for documents such as tax returns and financial statements. The service supports PDF files, Microsoft Excel spreadsheets, ...
IMGCAP(1)] Many small accounting firms are looking for a more efficient way to share files with clients. However, most have concerns regarding security, privacy and compliance — and for good reason.
Client file reviews are an important part of a firm’s advice process and are under greater regulatory scrutiny. Therefore, who is verifying how these are processed and checked? Client file reviews ...
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