HMRC Targeting “Unethical” Tax Advisers
HMRC’s new proposals aim to give harsher consequences to unethical tax advisers — including stronger penalties and public shaming.
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 clients is a must before managing their tax affairs with HMRC. Form 64-8 remains a key paper-based method for securing this authorisation.
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 client relationships.
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
Tax advisers and accountants often lack the time and effort to craft proposal and engagement letter. That's where FigsFlow comes into play.
Automate Engagement Letters And Focus on Providing Tax Advice
Tax advisers often juggle between several tasks and have very little free time. That's where FigsFlow come into play.
Stay Ahead By Choosing the Best Pricing Management Solution for Tax Preparers
The right pricing software enables you to streamline your processes, improve accuracy and ultimately provide better services to your clients.
5 Tips to Master Proposal Management
Proposal management enhances your workflow, ensures consistency and improve client relations. These 5 tips can help you master your proposal with FigsFlow.
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