Document template
Free engagement letter template for professional services
Set expectations for services, fees, client responsibilities, timing, and acceptance before work begins.
Last reviewed: June 17, 2026
Inkly workflow
Send, sign, track
- 1Download and customize the engagement letter sample
- 2Export the reviewed letter as a PDF
- 3Upload it to Inkly and add signature fields
- 4Send for signature, and get notified when it's signed
Who it's for: Accountants, bookkeepers, enrolled agents, financial advisors, attorneys, and consultants who require a signed engagement letter before beginning client work.
Engagement letters are common for accountants, bookkeepers, consultants, advisors, and other professional-service providers. They create a written understanding of what work is included, what is excluded, how fees work, and who needs to sign before the relationship begins.
Start from our downloadable engagement letter sample. Customize the scope, fee language, responsibilities, and signature blocks, export the final document as a PDF, then use Inkly to collect the signatures.
Sample template
Engagement letter starter template
A professional-services starter document with sections for scope, client responsibilities, fees, term, and acceptance.
Sample templates are starting points, not legal advice. Customize the language for your business and ask a qualified professional to review important documents.
engagement-letter-template
DOCX and PDF included
- Scope and fee placeholders
- Client responsibility and exclusion sections
- Client and provider signature blocks
What you'll send
- Accounting engagement letters
- Tax preparation engagement letters
- Bookkeeping service agreements
- Legal services engagement letters
- Financial advisory engagement letters
Common challenges
- Chasing clients for signed engagement letters before tax season or billing deadlines
- Starting work informally without a signed engagement letter and regretting it later
- Inconsistent engagement letter processes across different staff members
Best for
- Firms that onboard multiple new clients each year and need a fast, consistent process
- Professionals who are required to have a signed engagement letter before starting work
- Practices wanting a complete signed record for every client relationship
Not best for
- Firms needing to generate engagement letter content from client data fields automatically
- Organizations requiring multi-party internal sign-off before the client signature step
Security and compliance
Security built into
every signature.
Documents are encrypted, every signer is accounted for, and each step is recorded in a tamper-evident trail you can download anytime.
ESIGN & UETA compliant
Every signature carries intent, attribution, and a tamper-evident audit trail.
Encryption everywhere
AES-256 protects stored files. SHA-256 hashes make signed PDFs tamper-evident.
SOC 2 infrastructure
Runs on independently audited, SOC 2 Type II–compliant infrastructure.
Downloadable audit trail
View, signing, and completion events are captured in a Certificate of Completion.
Pricing
Plans that scale with
your signature volume.
Start free for your first 5 documents. Upgrade when your contracts pick up speed.
Free
Free forever for light, personal signing.
- 5 sent documents per 30 days
- Upload, prepare, and send PDFs
- Email signing links
- Completion notices
- Basic sender status
- Finalized PDF download
- Tamper-evident audit trail
- 14-day document retention
No credit card required
Pro
Unlimited signing for individuals.
- Everything in Free
- Unlimited sent documents
- Unlimited personal templates
- Unlimited document retention
- Open notifications
- Signing reminders
- Personal message in signing invites
Teams
For growing teams that close together.
- 5 team members included
- Everything in Pro
- Shared workspace documents
- Shared workspace templates
- Teammate invitations
- Admin and member roles
- Seat management
- Centralized billing
- Team-visible activity
FAQ
Common questions
Short, practical answers to what teams ask before they start sending.
Related pages
Keep exploring
Explore related industries, use cases, and document workflows without starting from scratch.
Send your first document
in under a minute.
Drag in a PDF, place your fields, and watch the signatures roll in.