[Firm Name]
CORRESPONDENCE
CONTROL SHEET
CLIENT
INFORMATION
Client: ____________________________________________________________Date
Promised:__________
Client #:________ (to be charged
& billed) Engagement #:_________Service Code:________Year End:______
(*) File Location: ________________________________________________________________________
(*) Document file name: ______________________________________________________________________
(*) Where to save & link
document: ____________________________________________________________
Scanned by (initials): __________ Date scanned: _______________
PROCESSING
INSTRUCTIONS
______ Mail to client
Fax to client (attach cover
sheet)
______ Client to pick up
E-mail to: ______________________________________________________________
Mail to 3rd party: _________________________________________________________
Copies: _________________________________________________________
cc: _
Name:
Address:
Date Time
Initials Completed Expended
Prepared by:
Reviewed by:
Processed by:
SPECIAL OR ADDITIONAL
PROCESSING INSTRUCTIONS:
(*) Please complete prior to turning in to
Administrative Department.
