The why, when & how of compliant client engagements
Thursday 25 March 2021, 12:00pm (AEDT) - 45 Minutes
Everything you need to know about your client engagement requirements, when to engage and how to get a quick sign-off.
For accountants, tax agents & BAS agents, engagements form the basis of your client relationships. It’s critical that you are engaging your clients in a way that is compliant in the eyes of regulatory bodies. However, engagements are also an opportunity to offer additional value, set expectations and limit scope creep.
In this webinar, we will outline your obligations per the Australian Professional & Ethical Standards Board and the Tax Practitioners Board, including:
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When you should engage your clients
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Which clients/entities need to be engaged
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What you should include in your engagement letter
Learn how you can utilise technology to get your engagements prepared, sent out, and signed as quickly and efficiently as possible as part of the overall workflow management process.
Learning outcomes:
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Who governs engagement letter requirements?
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Who should you engage and how often?
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How to approach your clients to renew their engagements if you haven't done it a while (or ever)
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What should you include in your engagement letters
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How can tech help you do this quickly and efficiently
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How can engagements become a seamless step in your workflow and practice management process