A comprehensive, accountant-specific engagement letter template tailored for firms that need to formalise client relationships while meeting the obligations of the Tax Agent Services Act 2009 (TASA), the TPB Code of Professional Conduct (2024), and APES standards.

This editable document provides a complete legal and professional framework for onboarding clients -covering services, responsibilities, payment terms, compliance statements, privacy, dispute resolution, and more. Whether you're operating as a sole trader, growing team, or multi-entity practice, this resource ensures you engage with clarity, professionalism, and legal confidence.

Covers service scope, client obligations, fees, refund policies, and termination
Includes a fully structured Service Scope & Fee Schedule
Compliant with TASA, TPB, and APES professional obligations
Ideal for remote, hybrid, or on-premise firms
Includes editing guidance, colour-coded fields, and template tips for quick customisation

All templates come with editing support fields and built-in prompts to streamline setup. Just insert your practice name, engagement details, and selected services, and you're ready to go.

Format: Editable Word (.docx)

Client Engagement