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Peerview Data Insights

Engagement Agreements: Obtaining Consent to Benchmark Client Data

As firms work with us to implement a benchmarking strategy, we are often asked for examples of how other CPA firms have obtained consent from their clients as required by the AICPA. Here are a couple of examples of the language that firms have inserted in their Engagement Agreements/Letters. 

Topics: Benchmarking CPAs AICPA engagement