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authorization to transfer client files

JackW
Level 3

A CPA  is retiring and selling client list.  A letter is required to be sent to clients which when signed will authorize the transfer of client files to new CPA.  I am looking for a letter template for this.

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sjrcpa
Level 15

Check with:

Your professional liability insurance carrier

AICPA if you are a member

Google


Ex-AllStar