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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Excellent Reviews by Financial Professionals

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.

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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 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.
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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.

  • Live editing for quick customisation

  • Centralised communication & approvals

  • Automated updates & reminders

  • Role-based access management for security

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Explore Templates Tailored for Your Practice

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

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engagement letter template dormant accounts corporation tax return image

Engagement Letter Template for Dormant Accounts and Corporation Tax Return

Preparation of dormant accounts, corporation tax return, compliance, and responsibilities outlined.
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engagement letter template llp annual accounts tax return image

Engagement Letter Template for LLP Annual Accounts and Tax Return

Non-audited LLP accounts, tax return preparation, compliance, and responsibilities clarified.
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Engagement Letter Template for Service Charge Accounts (With Certification)

Covers preparation and certification of service charge accounts, outlining clear responsibilities and processes.
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engagement letter template partnership accounts tax return image

Engagement Letter Template for Partnership Accounts and Tax Return

Covers non-audited accounts, partnership/LLP tax returns, and respective roles.
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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

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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

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But there is so much more!

Let FigsFlow fulfil your engagement management needs!

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  • No credit card required
  • Cancel anytime
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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.

Still have questions?

Let our team of experts help you with your queries.

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