Templates
Create Professional Engagement Letters
Create compliant, customisable, and client-approved engagement letters in minutes.
- Define roles and responsibilities with clarity.
- Save time with editable, ready-to-use templates.
- Ensure compliance with tax filing requirements.
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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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Get Started with FigsFlow's Engagement Letter Template
Effortlessly create professional and compliant engagement letters customised as per your services and brand values and tailored to your clients’ needs. Either download our pre-built template or sign up to FigsFlow for additional benefits.
Use Our Pre-Built Template
Ideal for immediate use. Simply download our comprehensive pre-loaded engagement letter template and begin customising for your services and your clients.
- Pre-written clauses for a hassle-free start.
- Editable in Word or PDF for personalisation.
- Clearly defined roles and responsibilities.
- Time-saving format for quick implementation.
Sign Up & Experience FigsFlow's Benefits
Take your engagement letters to the next level with FigsFlow. Access advanced features like dynamic previewing, real-time collaboration and centralised dashboard for your convenience.
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Live editing for quick customisation
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Centralised communication & approvals
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Automated updates & reminders
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Role-based access management for security
Tailored for Professionals
Designed for Every Professional in Financial Services
Engagement letter templates simplify agreements for accountants, bookkeepers, tax advisers, and firms, ensuring clear and efficient client relationships.
Accountants
Simplify agreements for tax preparation, audit services, and financial reporting.
- Learn More
Bookkeepers
Clarify roles and responsibilities for ongoing or one-off bookkeeping services.
Tax Advisers
Create transparent agreements for tax planning, filing, and advisory services.
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
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Available
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Available
Personalised Engagement Letter Editing
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Manual editing required
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Simple live editing available
Team Collaboration
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Not available
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Built-in collaboration tools available
Automated Updates & Notifications
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Not available
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Available for compliance tracking
Centralised Document Management
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Manual offline management required
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All-in-one intuitive platform
But there is so much more!
Let FigsFlow fulfil your engagement management needs!
- 30-day free trial
- No credit card required
- Cancel anytime
Frequently Asked Questions
Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.
What is the purpose of this engagement letter template?
The engagement letter template helps define the scope of work, responsibilities, and terms of agreement between you and your client. It ensures both parties have clear expectations and a mutual understanding of the service arrangement.
Who can use this template?
This template is ideal for:
- Accountants
- Bookkeepers
- Tax Advisers
What sections are included in the template?
The template includes:
Scope of Services: Outlining the tasks related to the service
Client Responsibilities: Clearly defining what the client needs to provide.
Other Key arrangements: Covering other key agreements related to the service.
Can I customise the template to suit my business needs?
Yes, the template is fully customisable. You can modify sections to align with your business practices, legal requirements, and client preferences.
Don’t Waste Another Minute
Sign up for FigsFlow right now or schedule a one-on-one demo!
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