Templates

Create AAT-Compliant Engagement Letters

Design professional, customisable engagement letters meeting AAT standards in minutes.

engagement letter templates

Excellent Reviews by Financial Professionals

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Tailored for Professionals

Designed for AAT Professionals

Our engagement letter templates simplify client agreements for AAT bookkeepers, accounting technicians and finance professionals, safeguarding compliant and transparent working relationships.

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Accountants

Simplify agreements for tax preparation, audit services, and financial reporting.

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Bookkeepers

Clarify roles and responsibilities for ongoing or one-off bookkeeping services.

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Tax Advisers

Create transparent agreements for tax planning, filing, and advisory services.

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Small Practices

Streamline workflows without needing a large administrative team.

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Large Firms

Ensure consistency and compliance across teams and engagements.

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Enterprises

Tailor templates for complex services and large operations.

Get Started with AAT Engagement Letters

Craft professional, regulation-ready letters that perfectly match your AAT practice’s services, brand identity and client requirements – in minutes. Simply download our free AAT template or upgrade to FigsFlow for advanced features.

Use Our Pre-Written AAT Templates

Perfect for individual practitioners

Premium AAT Template Library

For growing practices needing more:

  • 50+ AAT-specific variations (bookkeeping, VAT, payroll)

  • Automated compliance updates

  • Team access & version control

  • Branding toolkit (logos, color schemes)

Why AAT Members Choose Us

Start creating ACCA engagement letters with confidence. Download our free templates or explore premium features tailored for accounting professionals.

  • Developed with AAT Experts

    Built alongside AAT pros and trusted by top ACCA firms worldwide.

  • Aligned with Ethical Codes

    Designed to fully reflect AAT and ACCA ethical standards with care.

  • Saves Time on Every Job

    Customisable templates to match your brand and speed up delivery.

  • Trusted by Firms

    Widely used by AAT practices to ensure polished, compliant work.

Explore Templates Tailored for Your Practice

Discover a range of customisable engagement letter templates designed to streamline your practice’s client agreements, saving time and ensuring compliance.

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Clear guidance on LLP accounts, tax return filing, and compliance, with well-defined roles and responsibilities.

Which Option Is Best for You?

See what FigsFlow’s pre-loaded engagement letter templates and advanced features offer. Compare and choose the solution that works best for you.

Features

Pre-built Template

Sign Up & Use Advanced Features

Professionally Written Clauses

  • Available

  • Available

Personalised Engagement Letter Editing

  • Manual editing required

  • Simple live editing available

Team Collaboration

  • Not available

  • Built-in collaboration tools available

Automated Updates & Notifications

  • Not available

  • Available for compliance tracking

Centralised Document Management

  • Manual offline management required

  • All-in-one intuitive platform

FigsFlow Rating

But there is so much more!

Let FigsFlow fulfil your engagement management needs!

Frequently Asked Questions

Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.

Are these templates fully compliant with AAT’s Code of Professional Ethics?

Yes, our templates are developed with AAT-qualified professionals and regularly updated to meet the latest AAT standards including ethics, scope of work and fee transparency requirements.

Can I edit the templates for niche services like VAT or payroll?

Absolutely. The free template includes core AAT clauses for general use while the Premium AAT Library offers 50+ specialised templates (VAT, payroll, bookkeeping) with customisable sections for your niche.

What’s the difference between the free download and the Premium AAT Library?

The free template is ideal for solo practitioners needing a one-time solution. The Premium Library adds:

  • AAT-specific variations (e.g., MTD for VAT, CIS payroll)
  • Automatic compliance updates for changing regulations
  • Team collaboration tools for multi-user practices

Do you offer support if I’m unsure how to adapt a template?

Yes, our support team includes AAT-qualified advisors to assist with customisation. Premium users get priority responses and access to live webinars on AAT best practices.

Still have questions?

Let our team of experts help you with your queries.

Don’t Waste Another Minute

Sign up for FigsFlow right now or schedule a one-on-one demo!

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