Action required — please email your Agreed Engagement Letter PDF
Please locate the PDF that was just downloaded to your device and email it to team@tenfoldwealthaccountants.com.au. We need a copy on file before your appointment can be confirmed.
What happens next (please read carefully)
- 1Email your signed Engagement Letter PDF Attach the engagement letter PDF to an email and send it to team@tenfoldwealthaccountants.com.au. Check your Downloads folder if you can't find it.
- 2Verify Your Identity We are required by the Australian Government to verify your identity under Anti-Money Laundering obligations. You will receive a separate link to complete this — it takes approximately two minutes.
- 3Make an Appointment Once we have received your signed PDF and completed ID verification, make an appointment online for tax accounting or advisory services.
- 4What To Expect From Your Advisory Session All appointments are conducted via Google Meet or phone — no office visit required. You'll receive a calendar invitation with a meeting link prior to your scheduled time. After the meeting you will receive comprehensive notes.
- 5 Access the Client Resource Hub Visit the Client Resource Hub to obtain the checklists and worksheets you must use as a condition of this engagement. Complete the relevant file and upload it to your assigned Google Drive folder before your appointment.