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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.

Engagement letters

An engagement letter protects the firm by provide a record of the contract between your firm and the client, and minimises the risk of any future misunderstandings between the parties.

Engagement letters

This helpsheet explains the importance of engagement letters and provides a series of sample wordings to help you draft engagement letters for a variety of typical engagements for both corporate and non-corporate clients.

On the record

From written communications with clients, to recording substantive tests and conducting audit completion reviews, the importance of adequate documentation simply cannot be over emphasised, as Michael Scott highlights.

Blog: Tomorrow's Practice

In the first of my blogs around Tomorrow’s Practice, I thought I’d introduce myself and the scope of the project. I was a business journalist from 1989 until 2012, writing about how organisations and businesses – sometimes in fairly specific industry segments – IT, television, telecommunications and more recently across the regions of England and Wales.

Complaints how to react

Firstly, don’t panic! Just because we notify you of a complaint about you, it doesn’t automatically mean you’ll be excluded from membership or have to pay a fine with the details published in the pages of economia.

MTD for agents

Making Tax Digital (MTD) will lead to very significant change for many ICAEW members in practice. MTD is a major HMRC driven change to the administration of the tax system but it should be seen in the context of the increasing digitalisation of business, including the business of providing accounting and tax services.

Advisory services

Help from ICAEW and other organisations

Technical helpsheets

Helpsheets prepared by ICAEW Technical Advisory Services to assist you in your day-to-day work. We offer practical advice, respond to frequently asked questions and highlight the issues you may need to consider.