CPAs receive third-party verification requests from the likes of clients, lenders, loan brokers, health insurance providers, regulators, and various other agencies to confirm client information. Whether or not to provide third-party verification letters is up to the individual CPA--or firm--however the AICPA’s Third-Party Verification Toolkit can help you make appropriate decisions and inform clients of the responses you can supply and/or the related services you are able to perform on their behalf.
The following toolkit resources are available for your