Engagement letter pack for UK accountants
A covering letter, standard terms of business and a schedule for each service you offer. Written in plain English, ready to put on your letterhead.
UK practicesFree
- Files
- 12, Word
- Last checked
- October 2026
Get the pack by email
What a client letter has to coverDocument in the pack
Who the client is and what you've agreed to do
✓Covering letterSends the terms and asks the client to sign and return them
Fees, how they're worked out and when they're paid
✓Terms of businessSection 3
The firm's details the law requires you to give clients
✓Terms of businessSection 1, including your insurer
Limits on your liability
✓Terms of businessSection 7, mentioned in the covering letter too
How either side can end the engagement
✓Terms of businessSection 9
How a client can complain
✓Terms of businessSection 10
Exactly what each service includes
✓Eight service schedulesAccounts, bookkeeping, payroll, VAT, self assessment, MTD for Income Tax, corporation tax, company secretarial
Individual clients' right to cancel
✓Cancellation appendixWith the official cancellation form
How client data is used
✓Privacy noticeIncluding the new duty to handle complaints
Whether you use AI tools on client work
✓AI use clauseOptional
Who it's for
Sole practitioners and small firms who want one consistent set of letters for every client, including MTD for Income Tax clients joining from April 2027.
Last checked
Checked against the professional bodies' rules in October 2026.
