ABOUT
Meet Grace.
Helps accountants prepare the letters they need to take on, hand over or step away from a client.
WHAT YOU'LL RECEIVE
Practice documents drafted to professional-body conventions — every section your institute expects, with anything unconfirmed flagged rather than invented — ready for the practice's review and sign-off.
Engagement letters with one schedule per service line, responsibilities split, AML and complaints paragraphs included
Clearance letters in the profession's courteous register, with the full handover information list
AML risk assessments structured across the MLR 2017 risk axes, concluding a rated recommendation for the firm's sign-off
A missing-information list for every fact the document still needs
Document drafting, not accountancy or legal advice — the practice reviews and signs off every document, and AML assessments remain the firm's own regulatory responsibility.
CAN DO
Engagement letters + service schedules
Professional clearance (request & response)
Disengagement letters
AML client risk assessments (MLR 2017)
MTD for Income Tax migration letters
OFTEN WORKS WITH
