Compliance

Engagement letters, drafted and signed in minutes

A library of engagement letter templates for ICAEW, ACCA and AAT firms, plus terms of business, a data processing agreement and the 64-8 authority letter. Finn drafts from your practice's own details and the client's, ready to send for e-signature.

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Every signed engagement letter files itself into your practice vault automatically.

Contracts on AccountsOS: Engagement letters and terms of business, drafted and signed here.

The practice's Client contracts view on /my-contracts, showing clients each with their contracts and status chips

How it works

Pick a client, pick a template

Engagement letter, terms of business, DPA or 64-8 authority, matched to your professional body.

Send for signature

The same click-to-sign link the rest of AccountsOS uses. No separate e-signature tool.

Filed automatically

A signed letter drops into the client's file in your practice vault the moment it is signed.

Renewals flagged for you

An engagement expiring within 30 days, or a client with no signed 64-8, shows up on your desk.

Engagement letter templates for ICAEW, ACCA and AAT firms, plus a general version for everyone else.
Terms of business, a data processing agreement and the 64-8 agent authorisation letter, ready to send.
Every client's contracts grouped in one view: draft, sent, signed, expiring.
A signed engagement letter files itself into the practice vault, no manual upload.
Finn flags an expiring engagement or a missing 64-8 before it becomes a problem.

A new engagement letter drafted for a client, prefilled with the practice's name, the client's name, services and fee, ready to send for signature

FAQ

The questions accountants ask first

Does Finn sign the engagement letter?

No. Finn drafts it from your template and the client's details. You send it, and the client signs it themselves through the link.

Is the 64-8 filed with HMRC automatically?

No. The 64-8 letter here records the client's consent to be represented; you still file the actual 64-8 authorisation with HMRC in the normal way.

What if my professional body isn't ICAEW, ACCA or AAT?

Use the general engagement letter template. It covers the same ground in plain English without body-specific wording.

Can I write my own wording?

The templates give you a starting point with the standard clauses in place. Edit any section before sending.

Where do signed contracts end up?

In your practice's document vault, filed against the client automatically, alongside their ID documents and AML evidence.

Related features

Practice CRM

Your practice's own prospecting board, built in.

Practice vault

AML evidence, signed letters and IDs, filed and tracked automatically.

Put Contracts to work

30-day free trial, then priced per live client. No minimum.

Add Finn to your practice

See every feature on the features page.