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Drafts engagement letters for accounting and professional services firms. Covers audit engagements, tax advisory, bookkeeping services, and consultancy agreements. Ensures compliance with ICAEW, ACCA, and local professional body requirements for terms of engagement.
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基于 SOC 职业分类
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| name | engagement-letter-generator |
| description | Drafts engagement letters for accounting and professional services firms. Covers audit engagements, tax advisory, bookkeeping services, and consultancy agreements. Ensures compliance with ICAEW, ACCA, and local professional body requirements for terms of engagement. |
| version | 1.0.0 |
| author | agentops |
| license | MIT |
| x-agent | {"industries":["accounting"],"risk_level":"elevated","requires_approval":false,"memory_blocks":[],"mcp_dependencies":[],"tools":["file-read"],"trigger_keywords":["engagement letter","terms of engagement","audit engagement","professional services","ICAEW","ACCA"],"run_after":[],"compatibility":"Agent Platform >= 1.0"} |
This skill drafts engagement letters for accounting firms, audit practices, and professional services providers. It produces letters that set out the scope of work, responsibilities of both parties, fee arrangements, and applicable terms and conditions in accordance with ICAEW, ACCA, and other UK professional body requirements for terms of engagement.
Identify the engagement type and scope. Determine the specific services to be provided: statutory audit, accounts preparation, corporation tax, personal tax (self-assessment), VAT returns, payroll bureau, bookkeeping, management accounts, advisory, or a combination. For each service, note the applicable reporting framework and statutory deadlines.
Establish the parties and entity details. Record the full legal name of the client entity, company registration number (if applicable), registered office address, principal contact, and the accounting reference date or tax year-end. Record the firm's details including its registered name, professional body membership (ICAEW, ACCA, AAT), and relevant regulatory authorisations.
Define the respective responsibilities. Draft clauses setting out the firm's responsibilities (to perform the engagement with reasonable skill and care, to report to the appropriate parties) and the client's responsibilities (to provide complete and accurate information on a timely basis, to maintain adequate accounting records, to disclose all relevant matters). For audit engagements, include the directors' responsibilities statement as required by ISA (UK) 210.
Set out the fee basis and payment terms. Specify whether fees are fixed, time-based, or a combination. Include the hourly or day rates for different staff grades where applicable. State the billing frequency (monthly, quarterly, on completion), payment terms (e.g., 30 days from invoice date), and the consequences of late payment including the right to charge interest under the Late Payment of Commercial Debts (Interest) Act 1998.
Include professional and regulatory clauses. Add clauses covering: professional indemnity insurance and its limitations; the firm's complaints procedure; the client's right to refer unresolved complaints to the relevant professional body; anti-money laundering obligations under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017; and the requirement for client identification and verification.
Draft data protection provisions. Include a data processing clause that identifies the firm as a data controller (or joint controller/processor as appropriate), states the lawful basis for processing, describes the categories of personal data processed, specifies the retention period, and references the firm's privacy notice. Ensure compliance with UK GDPR and the Data Protection Act 2018.
Add limitation of liability and termination clauses. Include a clause limiting the firm's aggregate liability to a specified multiple of fees or a fixed monetary cap, subject to the restriction that liability for death, personal injury, or fraud cannot be excluded. Draft termination provisions allowing either party to terminate with a specified notice period, and set out the obligations on termination including the return of client records and the payment of outstanding fees.
The output is a formal letter in structured markdown with the following components:
Format the letter and prepare for signature. Structure the letter with the firm's letterhead details, date, client address, a clear subject line, the body clauses with numbered paragraphs, and a signature block with space for both parties to sign and date. Include a tear-off or separate confirmation slip for the client to return.
