Professional Services

Accounting Engagement Letter

Accounting/bookkeeping engagement letter defining scope and responsibilities. Two signers (accountant and client).

📄 2 signers📅 30-day expiry🏷 Professional Services🔖 two-signers

About this template

The Accounting Engagement Letter is a ready-to-use professional services template you can send for signature in minutes. It is written for 2 signers (accountant and client) and, by default, expires 30 days after it is sent if left unsigned. It covers two signers. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.

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# Accounting Engagement Letter **Effective Date:** ___________ This Accounting Engagement Letter ("Agreement") is entered into by and between: **Accountant/Firm:** ___________ ("Accountant") **Firm Name:** ___________ **CPA License Number:** ___________ **Accountant Address:** ___________ **Client:** ___________ ("Client") **Business Name (if applicable):** ___________ **Client Address:** ___________ **Tax ID / EIN:** ___________ ## 1. Entity Type ___________ ## 2. Scope of Services The Accountant agrees to provide the following services: **Primary Engagement:** ___________ ### Tax Services (if applicable) ___________ ___________ ___________

Fields (38)

effective date
date · required
accountant name
text · required
firm name
text · required
cpa license
text
accountant address
textarea · required
client name
text · required
business name
text
client address
textarea · required
tax id
text · required
entity type
select · required
primary service
select · required
tax federal
select · required
tax state
select · required
tax quarterly
select · required
tax sales
select · required
tax years
text · required
bookkeeping scope
select · required
accounting software
select · required
additional services
textarea
retention period
select · required
document deadline
select · required
fee structure
select · required
fee amount
text · required
fee period
select · required
additional rate
text · required
approval threshold
text · required
payment terms
select · required
late fee
select · required
accountant retention
select · required
communication
select · required
response time
select · required
term
select · required
termination notice
select · required
dispute resolution
select · required
governing state
select · required
accountant signer name
text · required
accountant signer title
text · required
client signer name
text · required

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Send this template with cryptographic proof

Every signed document gets PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package sealed in WORM storage.

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