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New client forms HELP!

  • Member PM.Dip
  • Practice Licence
  • 1 post
  • # 122312

I have just found my first client and getting myself in a complete stew about creating the correct forms before I can act!

Admin is not my strong point so if anyone can help with templates or advice it would be very much appreciated.

I have my letter of engagement ready, the 64-8 and the client information request for the AMLR checks.

I'm having a poblem with the GDPR bit.

The client herself doesn't speak much english and her son currently does all the liaising with the accountant on her behalf, so I need some sort of third party consent form to be able to discuss the bookkeeping and VAT with him. I've googled for hours and can't find anything suitable. Please can anyone help!

Thank you in advance! 

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