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Tips and tricks for onboarding new clients

Members of the AICPA Tax Practice Management Committee discuss their processes for determining whether prospective clients are a good fit for their firm and, if so, establishing that relationship.

Risk mitigation best practices

CPAs can limit liability risks by carefully drafting engagement letters, avoiding giving informal advice, fully vetting new clients, assessing the firm’s
competence to handle clients’ issues, and maintaining appropriate data security practices.