HMRC Targeting “Unethical” Tax Advisers
HMRC could soon hit dishonest tax advisers with penalties up to £50,000, public naming and stricter investigations. The UK government has launched […]
Form 64-8 Formal Authorisation to Act as a Tax Agent: An In-Depth Overview
If you act as a tax agent or adviser, obtaining formal authorisation from your clients is a mandatory first step before dealing […]
Supplementary Anti Money Laundering Guidance for Tax Advisers
The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (MLR 2017) uses the term ‘tax adviser’ […]
What Could Be Fair & Reasonable Exclusions When Defining Limitation of Liability?
In contractual agreements, parties seek to limit their liability in the event of a breach. One of the common ways to achieve that is through liability clauses.
How Tax Advisers Can Use Engagement Letters to Boost Client Trust
An engagement letter is a document that explains the working relationship between an adviser and their client.
Top 5 Features of Best LOE Software for Tax Consultants
Every client has unique needs. That is why a one-size-fits-all template won’t cut it. The best LOE software will provide ready-to-use templates.
FigsFlow vs Proposify: Smarter Choice for Modern Service Firms
For accounting and professional services firms, selecting the proper proposal and engagement management software helps drive process efficiencies, ensures compliance, and reinforces […]
FigsFlow vs PandaDoc: Choosing the Best Document Solution for Your Business
When it comes to managing client documents, engagement letters and proposals, professionals need more than basic templates to get the job done. […]
Transform Your Tax Planning Services with FigsFlow’s Easy-to-Use Templates
Whether it is VAT Returns, Annual Accounts, Corporation Tax or any other tax planning services, developing a comprehensive proposal or engagement letter […]
Automate Engagement Letters And Focus on Providing Tax Advice
Tax advisers are juggling between several tasks at any given time. From analysing complex financial data to ensuring client compliance with ever-changing […]
Stay Ahead By Choosing the Best Pricing Management Solution for Tax Preparers
In the fast-paced world of tax advisory, staying competitive means embracing the best tools available. One of the most critical tools is […]
5 Tips to Master Proposal Management
Managing proposals efficiently is essential for any accountant, tax advisor, or accountancy firm that is aiming to streamline their workflow and improve […]
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