A complete template pack to help accountants, bookkeepers, and tax agents prepare for business continuity and leadership handover in the event of incapacity or disruption. Includes a structured Contingency Plan with defined triggers, security protocols, caretaker roles, and compliance measures-alongside a ready-to-use Caretaker Engagement Letter for formal appointments. Customisable for solo practitioners, growing teams or firms with local and offshore teams, and aligned with the TPB Code of Conduct, ISO 9001:2015, and best-practice succession planning standards.

• Supports business continuity, risk management, and regulatory compliance

• Covers caretaker appointment, access protocols, and client communications

• Designed for full or partial incapacity, remote teams, or emergency events

• Includes dynamic placeholders and guidance for quick personalisation

Format: Editable Word (.docx)