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Send a short message about the file you need prepared, the system you use, and where you are in the review process. I’ll get back to you so we can discuss the best starting point.

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Enquiry

Tell me what you need prepared.

A few details will help make the first conversation more useful.

Helpful details to include

✓
Whether the file is in Caseware, Excel, or another format.
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What needs preparing, mapping, linking, or cleaning up.
✓
Whether supporting documents are already available.
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Any important deadlines or review dates.
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Who will be reviewing or finalizing the file.

Quick enquiry form

Use this form to send a short enquiry. Please do not include sensitive financial documents or confidential client files in the first message.

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