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Third-party verification requests

When CPAs are asked to provide comfort letters,
they must be clear about facts they are affirming,
giving careful consideration to client confidentiality and other liabilities that could arise from a lender’s reliance on those facts.

Staying in Touch: A Year of Client Communications

Regular communication, via mailings, email, social media posts, blogs or token gifts, is the best way to strengthen long-term relationships with clients. This article features a timeline of events to use throughout the year to stay engaged with clients.