Richcpaman Posted April 2, 2016 Report Posted April 2, 2016 Its in my engagement letter that they signed: "I may process them though an outside service" They have already authorized me to release information that I believe that I need to release. Rich Quote
Terry D EA Posted April 2, 2016 Author Report Posted April 2, 2016 Sounds like a good idea. But then again, I personally wouldn't be comfortable releasing my personal information without limitations. The way things are today, you can't be too careful. It's great to know folks trust you but I'm still going to error on the side of caution. Quote
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