Key policies & proceduresAdministrator2024-04-25T14:42:02+00:00

Popular items

Staff handbook

Document management email filing policy

Office manual

Tax compliance service – making a claim

Alphabetical list of items

Just click on name to open

RG Solicitors fit and proper, independence and confidentiality form – CCH ID 914442

Office Policies

Accounts working papers ready for review.pdf – CCH ID 1507

Anti money laundering policy – CCH ID 91748

Billing & accounts completion flowchart – CCH ID 3132

CCH DM email policy – CCH ID 211286

Client creation routine – adding assignments with job years.docx – CCH ID 4334

Clients’ money procedures.docx – CCH ID 2969

Clients’ property – safe custody – CCH ID 25821

Complaints Procedure – CCH ID 861654

Criminal Finances Act 2017 – CCH ID 949890

Email do’s and dont’s – CCH ID 211306

Ethical considerations and procedures – CCH ID 557007

Guidance notes for completion of standardised accounts working papers – CCH ID 1911

Guidance on calling accounts – CCH ID 936765

Guide to RG DPB status – CCH ID 166846

Health and safety policy – CCH ID 2171

How to make a claim under TCS – CCH ID 430028

ICAEW Code of Ethics – CCH ID 1095074

ICAEW DPB Manual – CCH ID 118582

Injury & travel insurance policy – CCH ID 3210

office manual (coming soon)

RG Acknowledgement of IT policies – CCH ID 211285

RG BYOD policy – CCH ID 211283

RG Policy Regulated Probate Activities – CCH ID 949892

Staff handbook.pdf – CCH ID 2177995

Training room systems and procedures – CCH ID 1009731

Practice Policies

Accounts working papers ready for review.pdf – CCH ID 1507

Anti money laundering policy – CCH ID 91748

Billing & accounts completion flowchart – CCH ID 3132

CCH DM email policy – CCH ID 211286

Client creation routine – adding assignments with job years.docx – CCH ID 4334

Clients’ money procedures.docx – CCH ID 2969

Clients’ property – safe custody – CCH ID 25821

Complaints Procedure – CCH ID 861654

Criminal Finances Act 2017 – CCH ID 949890

Email do’s and dont’s – CCH ID 211306

Ethical considerations and procedures – CCH ID 557007

Guidance notes for completion of standardised accounts working papers – CCH ID 1911

Guidance on calling accounts – CCH ID 936765

Guide to RG DPB status – CCH ID 166846

Health and safety policy – CCH ID 2171

How to make a claim under TCS – CCH ID 430028

ICAEW Code of Ethics – CCH ID 1095074

ICAEW DPB Manual – CCH ID 118582

Injury & travel insurance policy – CCH ID 3210

office manual (coming soon)

RG Acknowledgement of IT policies – CCH ID 211285

RG BYOD policy – CCH ID 211283

RG Policy Regulated Probate Activities – CCH ID 949892

Staff handbook.pdf – CCH ID 2177995

Training room systems and procedures – CCH ID 1009731

IT Policies

Polices to be added