Engagement Agreements, What, Why and How?
Traditionally, accountants and tax advisers send 20 to 100 pages of long legally worded paper engagement agreements for clients to read and sign.
We think that is outdated and an inefficient way of doing things.
So, we decided to completely re-think this process and have an online interactive engagement process.
All our engagement agreements are:
In plain simple English,
Take you through the agreement step-by-step,
Designed to be useful, explain and inform,
Take a matter of minutes to complete.
You can read, agree, and sign all our engagement agreements online.
Simplicity and ease for our clients.
STEP 1 – Complete our “General Terms” (All clients).
STEP 2 – Then add the individual service agreement(s) for each service below that is required.
General Terms Agreement
Our General Terms and Conditions agreement is required from all clients, and covers issues such as data, privacy, communication, fees, and other general issues.
REQUIRED FOR: ALL CLENTS
Accounts - Limited Companies
Accounts for Limited Companies Agreement
This is our client engagement agreement for our limited company year-end accounts preparation service.
REQUIREMENT: ALL Limited Company Clients
Personal Tax Return
Tax Returns – Individuals
This is our client engagement agreement for our personal tax return preparation service.
REQUIREMENT: ALL client that we assist with personal tax returns, e.g., directors, sole traders, partners, landlords and other individuals.
Accounts - Sole Traders
Accounts Agreement – Sole Traders
This is our client engagement agreement for our sole trader year-end accounts preparation service.
REQUIREMENT: All clients running a non-limited company business.
Quickbooks Online Bookkeeping
Bookkeeping Agreement
Coming Soon
Bookkeeping - VAT
Bookkeeping Agreement
Coming Soon
CIS Returns & Admin
CIS Agreement
Construction Industry Scheme contractors.
Coming Soon
Payroll
Payroll Agreement
Coming Soon
Consultancy Services
Consultancy Services Agreement
Coming Soon
HMRC Tax Enquiry
Formal HMRC Tax Enquiry and Investigations
Coming Soon