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JackW
Level 3
Jul 21, 2021 7:30 PM UTC
Question

authorization to transfer client files

A CPA  is retiring and selling client list.  A letter is required to be sent to clients which when signed will authorize the transfer of client files to new CPA.  I am looking for a letter template for this.

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1 reply

sjrcpa
sjrcpa
Level 15
Jul 21, 2021 8:27 PM UTC

Check with:

Your professional liability insurance carrier

AICPA if you are a member

Google

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