Engagement Letter Writer
Draft professional engagement letters for accountancy services including audit, tax, and bookkeeping.
This is an AI tool. The text you enter is sent to our AI service to generate your result. Our own server doesn't store it or use it for training; if it's down, a backup AI provider may handle it. How we handle your input
How to Use Engagement Letter Writer
- 1Pick the service: Annual Accounts & Corporation Tax, Statutory Audit, Bookkeeping & VAT, Payroll, Management Accounts, Financial Advisory, or Personal Tax.
- 2Enter the client name, your firm name and the fee — '£1,800 + VAT per annum'.
- 3Add any additional services: 'R&D tax credits, PAYE advice'.
- 4Click 'Write Engagement Letter'.
- 5You get eleven sections including responsibilities on both sides, limitation of liability, data protection, money laundering and complaints. Check it against your professional body's requirements before issue.
Frequently Asked Questions
Does this meet my professional body's requirements?
Check it. ICAEW, ACCA, AICPA, CPA Australia and others each have their own engagement letter requirements and many publish model schedules. A generated letter is a structural draft, not a compliant one, and using a non-compliant letter is a regulatory matter as well as a commercial one.
Why does it include a money laundering section?
Because AML obligations apply to most accountancy engagements, and the letter is where client due diligence expectations are usually set out. The specific wording depends on your jurisdiction's regulations and your firm's procedures.
Is the limitation of liability clause enforceable?
That depends entirely on jurisdiction, on your professional body's rules about liability caps, and sometimes on whether the client received specific notice of it. This is the clause most worth having reviewed — an unenforceable cap gives you the comfort of a cap without the protection.
Does it separate client and firm responsibilities?
Yes, into two sections. That split matters more than most of the letter: it is what you point at when a client says you should have spotted something that depended on records they never provided.
Can I reuse one letter for all clients?
The structure, yes. The content should reflect the actual scope for each client — an engagement letter describing services you are not providing, or omitting ones you are, is worse than a short specific one.
About Engagement Letter Writer
The Engagement Letter Writer produces a full letter of engagement for seven common accountancy services, covering services, responsibilities on both sides, fees, limitation of liability, confidentiality, data protection, money laundering, complaints, applicable law and agreement.
The responsibilities split is the section that earns its place. Most disputes between accountants and clients come down to who was supposed to supply what, and a letter that states plainly that the client is responsible for the completeness of records is the document you point at when that argument happens.
The limitation of liability clause is the one to have reviewed rather than accepted. Its enforceability depends on jurisdiction and on your professional body's rules about caps, and a clause that reads reassuringly but does not hold gives you false comfort at exactly the wrong moment.
Professional bodies have their own engagement letter requirements and many publish model schedules — check the output against yours before issue, since a non-compliant letter is a regulatory issue as well as a commercial one. Keep client identities out of the drafting input. Your input goes to our own AI server over HTTPS, is used once, and is never stored or used for training. If our server is down, a backup AI provider may handle the request under its own data policy.