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Engagement letter

An accountant, bookkeeper or other professional confirming what they will do for a client.

Use this templateOpens in Sealquill with the signature lines placed. Free plan, no card.

What you fill in

  • Client name
  • Firm name
  • Describe
  • Period
  • Amount or rates
  • When

Blanks are shown in [square brackets]. Edit the text in Sealquill before you send it; the PDF editor changes the real words.

Engagement Letter

This Engagement Letter is made between [Client name] (the "Client") and [Firm name] (the "Firm") as of the date of the last signature below.

1. What we will do

The Firm will provide these services: [describe], for the period [period].

2. What we need from you

The Client will provide complete and accurate information on time and is responsible for the decisions it makes based on the Firm’s work.

3. Fees

The fee is [amount or rates], invoiced [when] and due within [15] days.

4. Confidentiality

Each party will keep the other's non-public information confidential, use it only for this agreement, and return or destroy it on request. This duty continues for [three years] after this agreement ends.

5. Liability

Each party's total liability under this agreement is limited to the amounts paid or payable under it, and neither party is liable for indirect or consequential loss. Nothing here limits liability that cannot be limited by law.

6. Ending this agreement

Either party may end this agreement on [30] days' written notice, or immediately if the other materially breaches it and does not fix the breach within [10] days of notice. Amounts due for work done up to the end date remain payable.

7. General

This agreement is governed by the laws of [state]. It is the entire agreement between the parties on its subject and may be changed only in writing signed by both. It may be signed electronically and in counterparts.

Client
Signature, name and date
Firm
Signature, name and date

More services and freelance templates

This template is a general starting point and is not legal advice. Laws differ from place to place and every situation is different: have a lawyer review anything important before you rely on it.

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Use this templateSigners need no account and can sign on a phone.
Free engagement letter template · Sealquill