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Client Disengagement Letter
"I need a Client Disengagement Letter for terminating accounting services with a small business client effective March 1, 2025, including standard terms and transition assistance for their new service provider."
1. Date and Address Block: Current date and client's complete contact information
2. Subject Line: Clear indication that this is a disengagement letter and reference to the relevant matter or service
3. Opening Paragraph: Reference to the professional relationship and clear statement of disengagement
4. Reason for Disengagement: Professional and objective explanation of why the relationship is being terminated
5. Effective Date: Clear statement of when the professional relationship will end
6. Status of Current Work: Summary of completed work and status of any ongoing matters
7. Final Billing Information: Details of final invoices, outstanding payments, or refunds if applicable
8. Return or Transfer of Documents: Information about how client documents and records will be handled
9. Data Protection Statement: Information about the handling and retention of client data in accordance with GDPR
10. Next Steps: Clear instructions for the client regarding any actions they need to take
11. Professional Courtesies: Offer to assist with transition to new service provider if applicable
12. Closing: Professional closing with contact information for any questions
1. Continuing Obligations: Include when there are ongoing confidentiality requirements or other obligations that survive the termination
2. Regulatory Notifications: Include when professional regulations require specific notifications or statements
3. Urgent Actions Required: Include when there are time-sensitive matters or deadlines the client needs to address
4. Conflict Statement: Include when there's a need to address potential future conflicts of interest
5. Insurance and Liability: Include when there are specific professional liability or insurance matters to address
6. File Retention Policy: Include when there are specific requirements or policies regarding long-term file retention
1. Schedule A - Outstanding Matters Summary: Detailed list of any unfinished work or matters requiring attention
2. Schedule B - Final Account Statement: Detailed breakdown of final billing and any outstanding amounts
3. Schedule C - Document Inventory: List of all documents being returned or transferred to the client
4. Appendix 1 - Transition Checklist: Checklist of actions required by both parties to ensure smooth transition
5. Appendix 2 - Data Protection Notice: Detailed information about data handling and retention policies
Authors
Legal Services
Financial Services
Accounting
Consulting
Insurance
Healthcare
Information Technology
Professional Services
Business Services
Real Estate
Investment Management
Tax Advisory
Wealth Management
Corporate Services
Legal
Compliance
Client Services
Operations
Risk Management
Quality Assurance
Professional Services
Client Relations
Business Development
Document Management
Data Protection
Administrative Support
Managing Partner
Chief Executive Officer
Legal Counsel
Compliance Officer
Account Manager
Client Services Director
Professional Services Manager
Relationship Manager
Business Development Manager
Operations Director
Practice Manager
Senior Partner
Department Head
Client Engagement Manager
Risk Manager
Data Protection Officer
Quality Assurance Manager
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