What can I share? How to manage third party requests for information
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Practical Ethics Advice Series
Discover our series of articles related to commonly asked member questions
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Showing results 1-8 of 8
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How to prevent scams from damaging your business reputation
Having good procedures – guided by professional scepticism – that establish expectations can help protect your business and clients against scams...
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How to handle a potential client with a criminal record
You want to take on a new client but there’s just one problem – they have a criminal record. Is it still okay to take them on board?...
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Better get a lawyer
There are times when accountants should seek legal advice for the sake of their clients – and themselves...
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What to do when your clients divorce
Clients who divorce can present some significant challenges for accounting professionals...
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How to solicit new clients without crossing ethical lines
Seeking new clients is critical to business success. Make sure your actions don’t land you in ethically muddy waters...
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How to help protect vulnerable clients (and yourself)
Protect older and vulnerable clients (and yourself) while upholding your professional ethics and integrity...
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Navigating difficult client handovers
Here is a quick guide on best practice to ensure your client handovers are as ethical and professional as possible...
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