Looking for what you keep if you leave an outsourced desk

The way out is part of the handover. A desk that will not say it has not finished the page.

What is yours

The books are yours. Exports of the file are yours. Logins for software you pay for are yours. Workpapers this desk created for your year are part of what you can take.

The engagement letter's exact clause is not quoted. It was not the document in front of the builder. The promise on this page is the list above, said before the work starts, and repeated on the call.

Who holds a subscription is a fact about who pays the vendor. If you pay it, you hold it. If a vendor account was opened in this practice's name, that is said before it is opened, not discovered on the way out.

See the handover a Tax CFO writes
Book a Tax CFO handover call

Ask for the exit in writing before you start

The call states the list. It does not invent a contract clause.

You will be talking to the Steven Palmieri practice.

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