In this article:
Ethical Clearances handles the professional clearance process when a client moves between accounting firms, and keeps the record of it.
What it covers #
- Requesting clearance when your firm is taking on a client from another firm.
- Responding when another firm asks your firm for clearance.
- Offboarding a client to another firm, including a secure document handover.
Why it is in Seamlss #
The clearance process normally runs on email and attachments, which leaves the evidence scattered across inboxes. Doing it inside Seamlss keeps the correspondence, the documents and the outcome together on the client record, so the audit trail builds itself.
Both firms work in the same place, and the other firm does not need a Seamlss account.
Getting to it #
Ethical Clearances is in the left hand menu. Step by step guidance is built into the app. Open Ethical Clearances and use the help icon on the screen you are on.
Ethical clearances are included in the 14 day trial. See plans and pricing.
