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Change Client Information: Please Initial When Complete

This document is a form for changing or deleting client information from a firm's systems. It requests details about the client such as name, address, phone numbers, billing staff, and services provided. For changes, it asks which systems need updating like time & billing, marketing database, tax docket sheet, etc. For deletions, it asks the reason for loss of the client and whether to keep sending certain mailings. It provides fields for initials to track completion of updates to different systems and includes instructions for administrative tasks like moving files to storage.

Uploaded by

Matt Tupper
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53 views2 pages

Change Client Information: Please Initial When Complete

This document is a form for changing or deleting client information from a firm's systems. It requests details about the client such as name, address, phone numbers, billing staff, and services provided. For changes, it asks which systems need updating like time & billing, marketing database, tax docket sheet, etc. For deletions, it asks the reason for loss of the client and whether to keep sending certain mailings. It provides fields for initials to track completion of updates to different systems and includes instructions for administrative tasks like moving files to storage.

Uploaded by

Matt Tupper
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Client # Name

Change Client Information


Client name
Address

City County State Zip


Business ph Fax #
Home ph
Billing staff E-Mail address
Contact Title
Year end Other (specify)
Add/change services (specify)
+/- Fees
Prepare new engagement letter? Prepare files?

Please initial when complete:


Change Time & Billing Change marketing database Change tax
docket sheet
Change due date list Change client data sheet Change
report control sheet
Change Lacerte (do not change status) ______ Change file labels Copy
to client file

Delete Client
Reason for loss:
Final return filed Preparing own return Fees too high Moved No show
Bad debt
Other
New accountant (if known) Annual fees
Keep sending:
Keeping Pace The Contractor Nonprofit Agendas Payroll mailings
Date termination letter sent If none, why?

For Admin use only - initial when complete:


Delete from:
Time & Billing Due date list Marketing database Lacerte
FS and ENG directories
Files to storage after (Destroy date )
(date)
Destroy bound F/S copies
File this sheet in billing file with client data sheet and termination letter

Signed Date
Rev 3/02

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