Forms, Letters & Tools is a comprehensive collection of useful forms, letters and tools and is an essential product for every accountancy firm. This product compiles many of the forms and letters that you need for the day to day running of your practice. All the items are located on one readily accessible CD and have been updated for 2010.

What’s New in this version?
There are TWO interactive checklists included, called CheckQ, covering Accounts Quality Control and New Clients. These interactive tools guide you through a series of questions about the accounts and new client procedures and areas to consider. These review checklists are truly outstanding and worth the purchase price alone!

Over 90 tools have been upgraded including all the client letters with the latest year ends and 5 April 2010 tax return related letters and checklists.

There are now over 250 tools on the CD covering the essential elements of your practice: Accounts, Administration, Audit, Corporate Finance, Financial Services, Marketing, Paperless Office, Practice Assurance, Taxation and other related areas.

Download a pdf brochure with further details.
View an online brochure with further details.

Listen to this FREE one hour webinar on "Using Forms, Letters & Tools"

“Forms, Letter & Tools is an essential product in the running of our practice. It’s jammed packed with lots of useful letters and templates. It not only saves us writing them from scratch but saves us time! For the price, this product has paid for itself many times over!”
Jonathan Wall, Elman Wall Chartered Accountants (3 Partners)

“We find this product such a useful addition, not only does it save us reinventing the wheel, it also provides us with useful thoughts and reminders when looking for inspiration and under pressure to produce work for clients. It’s very useful in providing our team with a starting point and is most useful in helping advancing their letter writing skills. This product in particular and the other 2020 products are in regular use in this office. Long may it continue!”
Tony Collinson, Collinsons Chartered Accountants (Sole Practitioner)

“Forms, Letters & Tools is a great product and one we use all the time, we take the standard 2020 templates and import them into our document management system to ensure we all carry out standard procedures/tasks in the same way every time! A great time saver for a very small investment!”
Elinor Perry, Pentlands Business and Tax Advisors (2 Directors)

“Over the years we have found Forms, Letters and Tools to be an extremely valuable resourse, providing us with easy solutions and saving us loads of time. What's really amazing is that it gets better and better each year.”
Steve Humphries, Clarke Nicklin (5 Partners)