Accounting Engagement Letters: What To Include & How to Send Them
Summary
Tell the client you require their cooperation in providing information in a timely manner and they’re responsible for any resulting penalties due to a lack of action on their end. Note: You may choose to create and reference a separate terms and conditions page for this legal rhetoric within your accounting engagement letter. Please sign below acknowledging your agreement with the above terms and your intention to pay [amount] on or before [date] to formally begin our engagement. “It makes my operations more efficient, and it covers my bases with clients.” Once you’ve crafted the perfect accounting engagement letter, how do you send it? • Simplify communication with clients and strengthen your working relationship • Gather information from clients in a timely manner and automatically chase overdue or missing items • Ensure information is acted on as it is received by replacing repetitive actions with a custom, automated workflow Glasscubes is also security-minded: All data is protected by SSL encryption, and distributed across multiple physical locations across the UK to ensure high availability.