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| Author: | Rosario, R. |
| Title: | Making documentation pay off |
| Journal: | Journal of Accountancy
1995 : FEB, p. 70-74 |
| Index terms: | ACCOUNTING FINANCE DOCUMENTATION |
| Language: | eng |
| Abstract: | Documenting client interaction not only provides good practice protection, it's a good client service. Clients often ask their CPAs for casual advice on potential investment, business transactions and taxes, to name a few. Sometimes clients consider casual advice an endorsement for an investment. If the investment fails, the CPA could be sued. Documenting client interaction can protect CPAs from liability in client malpractice claims, preventing thousands of dollars in settlement costs. |
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