Letter Of Engagement For Accountants Template

Download our free Letter of Engagement template for independent accountants and small practices. No membership required.

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What’s Included

Engagement Letter Template for Accountants

Professional covering letter template
Comprehensive terms of business
Scope of services
Fee structure guidelines

Professional liability clauses
Data protection terms
Client responsibility frameworks

Set Clear Expectations With Clients

These ready-to-use sample Letters of Engagement establish professional boundaries from day one, protecting your practice from misunderstandings and disputes. They establish clear expectations around service delivery, fees, and responsibilities while demonstrating your professional approach to client relationships. Download the Letter of Engagement documentation to:

Save time with a professional, pre-structured format
Ensure your engagement terms are clear, compliant, and client-friendly
Protect your practice with properly defined responsibilities
Adapt the templates quickly to fit your firm’s needs
Set the tone for a successful client relationship

About ICPA

ICPA is the UK’s leading membership organisation for independent accountants, bookkeepers, and small firms. We provide expert support, essential resources, exclusive discounts, and tailored protection to help you run your practice.