New Client Acquisition
Created by Parable
Ensure that every step is checked off when you gain a new client; signing papers, scheduling meetings, filing data, and more.
Accounting Engagement Letter Template
Download your free Accounting Engagement Letter template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template is designed to provide a foundation for your accounting firm’s client engagement letter. It provides the basic structure and elements, ready for customization.
The following sections are included:
- Identification
- Scope of services
- Period of engagement
- Fee structure and terms
- Responsibility and commitments
- Professional standards
- Dispute resolution and arbitration
- Terms and conditions
Discover how to write an accounting engagement letter.
You can also use this Accounting Engagement Letter template as a Google Doc.
Please consult your lawyer to ensure that your completed engagement letter is compliant.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
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