Re: Client Roni Hirsch

From
Ali Malik <ali.malik@thekey.com>
To
Dov Gandell <dgandell@gmail.com>
CC
Sumira Suthesan <sumira.suthesan@thekey.com>, Maria Licoudis <mlicoudis@thekey.com>, Tim Thomas <tthomas@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>
Date
2023-03-20 16:05:06
Folder
INBOX
Hi Dov,

Yes this is our official receipt in which we send to all of our clients
requesting statements. This should suffice for tax purposes as it has all
information needed. If the accountant requires any backup, for CRA, they
ask for specific invoices as they have a more detailed description.

Also I just checked our outlook mailbox and it looks like all invoices are
getting sent to you on a weekly basis. I know you brought up an issue where
invoices are getting to you, can you check your junk mail please?

Further more the issue in regards to the additional charge, this was an
accident on our end because we have a new client who has an identical name
as Roni Hirsh , the payments were added to one account. Rest assured this
will not happen again as I have informed the team to ensure every week to
separate the charges.We have a credit on your account due to the
overcharge, we will not charge until that credit is taken up.

We apologize, Dov for the inconvenience, I am more than happy to help out
on any issues and concerns you still may have. Please going forward you
have my email now, any issues arise or you need any assistance, please feel
free to contact me anytime.

Thank you.


On Mon, Mar 20, 2023 at 3:53 PM Dov Gandell <dgandell@gmail.com> wrote:

> thank you for this.  is this your official receipt?  does the entity have
> a hst number?  thanks
>
> On Mon, Mar 20, 2023 at 3:48 PM Sumira Suthesan <
> sumira.suthesan@thekey.com> wrote:
>
>> Hi Maria,
>>
>> Please see attached account statement for 2022.
>> Please let me know if you require the invoices as well.
>>
>> Thanks,
>> Sumira Suthesan
>> Accounts Receivable Specialist- TheKey
>>
>> On Mon, Mar 20, 2023 at 12:45 PM Maria Licoudis <mlicoudis@thekey.com>
>> wrote:
>>
>>> Hello Ali,
>>>
>>> Can we please send the tax summary as soon as possible, the client has
>>> an appointment to do their taxes this week. Thank you.
>>>
>>> Best,
>>> Maria
>>>
>>>
>>> *Maria Licoudis RN*
>>>
>>> *Client Success Manager*
>>>
>>> 514-907-5065
>>>
>>> TheKey.ca   <https://thekey.ca/>
>>>
>>> [image: TheKey]
>>>
>>>

-- 
*Ali Malik*
Manager - Financial Operations