The piecemeal client - a risk

[strongsilence]

Emails are fine BUT make sure to print or retain that email in permanent storage.  "Email is not your client file."

[IRonMaN]

"when you need them, and what will happen if the client doesn't comply"

That is good advice when you have clients that can either read or take the time to read.  I don't have many of those.

[strongsilence]

agree. For a few I call and tell them.

[sjrcpa]

For attribution, that slide is from today's AICPA Town Hall

[strongsilence]

thanks for pointing that out sjr.  Those Town Halls can be hit or miss. This one was useful.