What is an engagement letter, and why is it important?

An engagement letter is a formal agreement or contract between your business and a client that outlines the services you'll provide, the terms of the engagement, and payment details. It ensures clarity, sets expectations, and helps protect your business from disputes or misunderstandings.

Why should I use Ignition for engagement letters?

Unlike with a Word document or PDF, Ignition helps you stay compliant with our automated engagement letters that outline your services, pricing, billing frequency, and engagement terms. All in one easy-to-sign online proposal. Get a head start using our legally vetted, industry standard terms, or upload your own. You can even access engagement letter templates from selected accounting industry bodies, meaning less errors, less admin and greater confidence around compliance.

Can I edit this engagement letter template?

Yes, absolutely! Our engagement letter templates have been designed to use as they are, but they can easily be edited to suit your specific needs. Replace the sample content in the template by simply editing it in our easy-to-use terms editor. You can also create your own custom engagement letter template from scratch in Ignition. Just add your text or copy and paste from your existing terms, then save it as a custom template to use again and again.

Do I need an Ignition account to use this engagement letter template?

You'll need to create an Ignition account to use our engagement letter templates. You can access our example templates or create your own custom templates for free as part of your 14 day trial. After your trial expires, you'll need to sign up to any one of our subscription plans to continue using engagement letter templates.

Do I need to be a member of this industry body to access this template?

Yes, to access this template, you must have a valid and active membership with the industry body that created this template.

Proposal Templates / Accounting / Proposal Templates

NAEA Engagement Letter

National Association of Enrolled Agents

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Get a head start using our legally vetted, industry-standard terms and conditions created in partnership with the National Association of Enrolled Agents (NAEA). Less errors and less admin – all while keeping you compliant.

Preview an example Ignition proposal below to see how these industry engagement letter terms would look within your proposal.

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How to use this template in Ignition

With Ignition, your engagement letter or contract terms form part of your proposal to save you time. Access engagement letter templates from selected accounting industry bodies and stay compliant from day one.

Add this terms template as your default in your terms library, then create your Ignition proposal and send it to your client in minutes. Your terms are automatically added, so the scope of the engagement is clearly outlined in your online proposal and professionally presented to your client.

It’s easy to edit this terms template too. Simply make any changes directly in our rich text editor like you would on a Word document. Or, you can even create your own custom terms template.

Once your client accepts your proposal, payments are automatically collected and invoices are created and marked as paid in your ledger. Using Ignition’s world-class integrations you can reduce admin time and automate your accounts receivable.

*NAEA Engagement Letter template only available to active members of NAEA

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It takes Ignition customers half the time they used to spend to create and send a proposal using our templates. This means you’ll have more time to focus on your clients. So start your 14-day free trial today, and test drive this template.

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Frequently Asked Questions

: An engagement letter is a formal agreement or contract between your business and a client that outlines the services you'll provide, the terms of the engagement, and payment details. It ensures clarity, sets expectations, and helps protect your business from disputes or misunderstandings.
: Unlike with a Word document or PDF, Ignition helps you stay compliant with our automated engagement letters that outline your services, pricing, billing frequency, and engagement terms. All in one easy-to-sign online proposal. Get a head start using our legally vetted, industry standard terms, or upload your own. You can even access engagement letter templates from selected accounting industry bodies, meaning less errors, less admin and greater confidence around compliance.
: Yes, absolutely! Our engagement letter templates have been designed to use as they are, but they can easily be edited to suit your specific needs. Replace the sample content in the template by simply editing it in our easy-to-use terms editor. You can also create your own custom engagement letter template from scratch in Ignition. Just add your text or copy and paste from your existing terms, then save it as a custom template to use again and again.
: You'll need to create an Ignition account to use our engagement letter templates. You can access our example templates or create your own custom templates for free as part of your 14 day trial. After your trial expires, you'll need to sign up to any one of our subscription plans to continue using engagement letter templates.
: Yes, to access this template, you must have a valid and active membership with the industry body that created this template.