Client Intake and Document Request SOP
Version records
Version history protects repeatable practice work from undocumented process changes.
v1.2
Approved2026-05-01 · Approved by Owner CPA
v1.1
Superseded2026-04-12 · Approved by Manager
SOP Library / Version History
Track approved, superseded, and draft versions so operating standards remain reviewable.
Client Intake and Document Request SOP
Version history protects repeatable practice work from undocumented process changes.
v1.2
Approved2026-05-01 · Approved by Owner CPA
v1.1
Superseded2026-04-12 · Approved by Manager