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The why, when & how of compliant client engagements
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.

Are you clear on your obligations when it comes to client engagements? Or, are these an afterthought in your business.

In this webinar, we will outline your obligations per the Australian Professional & Ethical Standards Board and the Tax Practitioners Board, including:
- When you should engage your clients
- Which clients/entities need to be engaged
- What you should include in your engagement letter

For those that have not updated client engagements in a while (or ever), get practical guidance and tools to help you approach your clients about renewing their engagements and communicating why it is time for an update. We will also help you identify opportunities during the year that are ideal to re-engage your clients.

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:
- Who governs engagement letter requirements?
- Who should you engage and how often?
- How to approach your clients to renew their engagements if you haven't done it a while (or ever)
- What should you include in your engagement letters
- How can tech help you do this quickly and efficiently
- How can engagements become a seamless step in your workflow and practice management process

Mar 25, 2021 12:00 PM in Canberra, Melbourne, Sydney

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Accounting Business Expo.