Free Engagement Letter Generator for Accounting Firms
Create professional engagement letters for tax preparation, bookkeeping, audit, and advisory services. Preview instantly and download as PDF.
Why start here?
Service-specific language
Automatically generates appropriate scope-of-service language for tax prep, bookkeeping, audit, advisory, and payroll engagements.
Live preview
See your engagement letter formatted in real-time as you fill in the details, so you know exactly what your client will receive.
Professional PDF export
Download a clean, print-ready PDF with your firm letterhead, engagement terms, and signature lines for both parties.
Make it yours
Use this as a starting template to build a complete client onboarding system with e-signatures and CRM integration using Floot.
How it works
Enter firm & client details
Fill in your firm name, address, and contact info along with your client's details.
Select service type & terms
Choose the type of engagement, set your fee structure, and specify payment terms.
Preview & download
Review the fully formatted letter in the live preview, then download it as a professional PDF.
Want more?
Hit 'Use this template' to build your own version with client databases, e-signatures, and automated follow-ups. It's free to get started!
Want to customize this tool?
Take this tool to the next level. Build your own version with user accounts, custom databases, and more in just a few minutes using Floot. It's completely free to start with our generous free credits.
Frequently Asked Questions
Find answers to common questions about Floot.
Got more questions? or email hello@floot.com