Technical factsheet: Engagement letters for practitioners – accounts production

Engagement letters for practitioners – accounts production, issued in May 2020, provides engagement letters, guidance notes to the appendices, covering letter, privacy notice, schedules of services, standard terms and conditions of business and disengagement letter wording.

Engagement letters set out the terms under which a practitioner works with clients, and define the contractual responsibilities that each has to the other.

This factsheet has been prepared on the basis of applicable law in England and Wales. If a practitioner is based in Northern Ireland or Scotland, they will need to consider any amendments required to the templates.

You can hear more about the importance of engagement letters in client engagement in this webinar.