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 ...

Work Product Considerations When Returning a Client File The bigger question can be what to do with work product inside the client file. These attorney-generated documents like notes or memoranda ...

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.

A huge opportunity for Accountants is to use their knowledge of a Client’s businesses to identify new opportunities. However, this will not ‘just happen’. At the outset, Accountants should acknowledge ...