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Is there a form for us to give our clients to acknowledge that we have access to their servers, work stations, etc.?

Is there a form for us to give our clients to acknowledge that we have access to their servers, work stations, etc.?

Q: What are the three primary services provided by CPA firms?

The three primary services provided by CPA firms are auditing, tax services, and consulting. Auditing involves examining financial statements for accuracy, tax services include preparing and filing tax returns, and consulting encompasses advising clients on financial strategies and compliance issues.

Q: What are the three types of services performed by CPAs?

CPAs typically perform three types of services: auditing, tax services, and advisory services. Auditing verifies the accuracy of financial statements, tax services assist with tax compliance and planning, and advisory services provide strategic guidance to improve business operations and financial health.

Full question:

We are a CPA firm that frequently takes remote control of client computers to perform accounting services. For many clients we also have remote access to servers and workstations at any time to perform requested services. We need to find out if there is a legal form we can have clients sign acknowledging that they are aware that we have access and that they are ok with it.

Category: Contracts
Date: 04/07/2025
State: Utah

Answer:

We cannot give legal advice. The following is not a substitute for the advice of a local attorney. But we hope the information will be useful.

Do you have written contracts for services with these clients? If so, does the contract mention the remote access? It is hard to believe that they don't know you're doing this. But regardless, you certainly need to have a written contract, and it needs to describe the remote access and their consent thereto.

It would also be wise to include a provision stating that they agree not to sue you for harm caused to their computer systems/servers/etc by anything short of intentional wrongdoing by your firm.

That would protect your company in the event that through some accident or even negligence (which is the unintended failure to use reasonable care) something bad happens to their server or computers for which they'd be inclined to sue you.

This content is for informational purposes only and is not legal advice. Legal statutes mentioned reflect the law at the time the content was written and may no longer be current. Always verify the latest version of the law before relying on it.

FAQs

Can CPAs work remotely?

Yes, CPAs can work remotely. Many CPA firms have adopted remote work practices, allowing accountants to provide services from various locations. This flexibility can enhance productivity and client service. However, it is crucial for CPAs to ensure that they comply with all legal and ethical standards, including maintaining client confidentiality and security when accessing sensitive financial information remotely.

Which of the following are typical services provided by CPA firms?

Typical services provided by CPA firms include auditing, tax preparation, consulting, and financial planning. They may also offer bookkeeping, payroll services, and advisory services related to business operations. Each firm may specialize in different areas, so it's essential to inquire about specific services when selecting a CPA.

What do CPA firms provide?

CPA firms provide a range of financial services, including tax preparation, auditing, and consulting. They help individuals and businesses manage their finances, ensure compliance with tax laws, and improve financial performance. Additionally, they may offer specialized services such as forensic accounting and business valuation.