Accountant Letter of Engagement

This Letter of Engagement can be used by an accountant to sign up a client.

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Last updated October 23, 2025

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Suitable for Australia

Accountant Letter of Engagement

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What is a accountant letter of engagement?

A accountant letter of engagement is a formal agreement between an accountant or accounting firm and their client, outlining the scope of services, responsibilities, fees, and terms of the professional relationship.
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When should you use a accountant letter of engagement?

You should use a accountant letter of engagement whenever an accountant or accounting firm is engaged to provide professional services to a client, to clearly define expectations and protect both parties.
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What should be in a accountant letter of engagement?

It should include the identification of both parties, scope of services, responsibilities, fee arrangements, payment terms, confidentiality clauses, and communication protocols.
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Frequently asked questions

What is a accountant letter of engagement?

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When should you use a accountant letter of engagement?

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What should be in a accountant letter of engagement?

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What protections does this document provide for both parties?

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Are there any limitations or risks for clients in this engagement?

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How does this document handle fees and payment terms?

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What steps should I take before signing?

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View Sample Accountant Letter of Engagement

Accountant Letter of Engagement
risk level indicator at Low level

The Legal Risk Score of a Accountant Letter of Engagement Template is Low

Our legal team have marked this document as low risk considering:

  • The document limits the accountant's liability for losses, damages, costs, and expenses to those resulting solely from their negligence or default, potentially leaving the client exposed to broader risks not covered by this scope.
  • The engagement can be terminated by the accountant with relatively short notice under several conditions including non-payment or perceived conflicts of interest, which may leave the client needing to find alternative services quickly.
  • The document specifies that oral, draft, or interim advice should not be relied upon, and only written advice or final reports are definitive, which could lead to misunderstandings or miscommunications during the engagement.

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