New Workpapers - Access and Retention
I have been told (Support ref CX0017912960) that when we create and use WP attached to an organisation, if the client removes our access to the Organisation, we will lose our access to the Workpapers for that client.
Workpapers are a Practice Tool and an important record of work done that we need to retain FOR OUR OWN RECORDS for regulatory and professional reasons. They do not belong to the client.
The practice needs to have full control of access and retention of these records. Legally Workpapers are the property of the practice.
While there is an option to export the workpapers prepared to a pdf file, I think most practices are likely to perform that export only on completion of a job or year.
I am concerned that where a dispute arises, the client can effectively restrict (knowingly or not) access to these records which are not their property.
If access to the Xero Blue organisation is changed, the effect on Workpapers should just be to break the link at that point, leaving the balances as they had last been extracted. The practice should still be able to open and read the existing workpaper files and attachments as they were.
This could become important if the practice became involved in legal proceedings or a professional complaint.
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Susan Napper
commented
Absolutely agree with the above comments