File Note Snippets

Post - Appointment Notes

Tax Return Appointment:

Strategy Appointment:

Tax Return:

Xero Implementation:

Snippet:

Snippet:

Accepted Proposal Notes

Snippet:

Snippet:

Accountant Letter Request Response

Snippet:

Hi CLIENT NAME,

Due to liability reasons, we are unable to provide the requested LETTER/DOCUMENT unfortunately, we suggest asking your BROKER/BANK for another way for you to provide this confirmation to them.

We are happy to send through copies of your most recent Tax Returns to assist with this process.

Let us know if that would help, or if there is any other way of assisting.

Thanks,

Example:

Example:

Example:

Hey Daisy,

Due to liability reasons, we are unable to provide the requested letter of confirmation unfortunately, we suggest asking your mortgage broker for another way for you to provide this confirmation to them.

However we are happy to send through copies of your recent Tax Returns to assist this process, if this would help.

Let us know if you need those sent through 🙂

Thanks,

Jacinda

Example:

Email Templates