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J
JackW
Level 3
July 21, 2021
Question

authorization to transfer client files

  • July 21, 2021
  • 1 reply
  • 8 views

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
July 21, 2021

Check with:

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