Engagement letter generator
Fill in the parts that change from client to client and we will assemble the letter. Written for United States, and yours to edit afterwards.
No signup and no email. Nothing you type here is stored — the letter is built, handed to you, and the request ends. Client names never reach our database because there is no row to put them in.
Before you use this
Supplied as-is, with no guarantee. These templates are general information, not legal advice, and not a substitute for it. Have your own legal adviser review and adapt one to your practice and your jurisdiction before you put it in front of a client. FirmHello accepts no responsibility or liability for any use made of them.
What the generator writes
One complete engagement letter, addressed from your firm to the client entity, dated today and set out under these headings. Any field you leave blank stays in the letter as a visible [placeholder], so an unfinished letter looks unfinished rather than quietly missing a clause.
- 1. Purpose of this letter
- 2. Scope of the engagement
- 3. What is not included
- 4. Your responsibilities
- 5. Our responsibilities
- 6. Fees
- 7. Ending the engagement
- 8. Confidentiality and your information
- 9. Agreement
The letter opens in your browser. Print it, or save it as a PDF from the print dialog. For a letter to keep editing, start from a template instead: each one downloads as a Word document.
Which engagements it covers
You can choose any of the six types below. Whichever you choose, the generator writes the core clauses every engagement letter needs: scope, exclusions, responsibilities, fees, ending the engagement and confidentiality. The clauses one kind of work needs on top of those are in its template, which you can download in Word and PDF:
- General professional services Engagement letter template
- Bookkeeping Bookkeeping engagement letter template
- Accounting and year-end Accounting engagement letter template
- Audit Audit engagement letter template
- Tax preparation Tax preparation engagement letter template
- Legal services Attorney engagement letter template
Written for each country
The generator writes the letter for the edition of the site you use it from. The structure is the same in all four; the standard the work is done to, the privacy law, the tax authority named in the exclusions and the fee currency change with the country.
| Edition | Work done in accordance with | Privacy law | Fees in |
|---|---|---|---|
| United States | The AICPA's engagement letter guidance | Applicable state privacy law | US dollars |
| Canada | The CPA Canada Handbook | PIPEDA or its provincial equivalent | Canadian dollars |
| United Kingdom | The ICAEW's engagement letter helpsheets | The UK GDPR | Pounds sterling |
| Australia | APES 305 Terms of Engagement | The Privacy Act 1988 | Australian dollars |
Generator or template?
Use the generator when you want a finished letter for one client in a minute: it fills in the names, the scope, the fee and the dates for you. Start from a template when the engagement needs more than the core clauses, or when you want a Word file to keep as your firm's standard letter. The engagement letter template is the general one, with a worked sample.
Not sure what the letter has to settle? Read what an engagement letter is and what it must contain first.