All-Member Community

Hi Everyone, Does anyone have a document on client acceptance and onboarding policies? We are looking to revamp our current process. Would appreciate any insight. Thank you, Karen ------------------------------ Karen DeBora Manager of Tax ...

I know that I am late to your request Nita, but sounds like you have found some resources. Attached, please find our policy and procedure document. It has gone to the Executive Committee and been approved. As with technology, this will need to be updated ...

Our firm has been a member of DFK International for over 40 years. Wonderful network of firms to share technical resources as well as firm management best practices. Definitely worth connecting with DFK's USA Executive Director Will Eckerson @ WEckerson@dfk.com. ...

Thank you for the comments. It is helpful to hear the experience of others. ------------------------------ Annie Phillips, PAFM DSJ Advisory Group Westbury NY 516-541-6549 ------------------------------

Hi David, We just signed on with TaxDome, we start our migration next week. We are very excited but extremely nervous. We are also replacing TR Practice, we left FC years ago and moved to MS OneDrive - and we will be moving all that data to TD, we ...