Are you delivering documents to your clients electronically?

Prior to engaging in electronic correspondence with your clients, it is important you have them sign an electronic delivery authorization. We recently created a free sample Electronic Delivery Authorization form you may find helpful. The one page document outlines the following:

  • What types of documents you may deliver electronically to your clients.
  • To where the electronic correspondence will be sent.
  • How long the authorization form is valid for.

 

 

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