Matthew Sharp explains how to deal with a complaint or potential negligence claim as an accountant or tax specialist.
For most accountants and tax specialists, there are few moments in practice that are more stressful than receiving a client complaint or a notice of a potential negligence claim.
This unwelcome surprise is potentially existential and at first seems to threaten one’s reputation, client relationships, financial position and professional standing. But claims – or even the suggestion of them – are not uncommon in today’s environment of heightened regulatory scrutiny, increasingly complex tax rules and well-informed clients or stakeholders.
The good news is that, with the right approach, you can manage the process calmly, protect yourself and often resolve matters more effectively than you might initially have thought possible.
This article sets out a practical roadmap for accountants and tax specialists when confronted with a claim or ‘circumstance’.
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