Terms of engagement

Last updated: [date]

1. Use of this website

Content on this website is general information and does not constitute accounting, tax, legal or investment advice. [Add your disclaimer wording.]

2. Engagements

Services are provided under a written engagement letter that sets out scope, fees, responsibilities and term. Where this page and an engagement letter differ, the engagement letter applies.

3. Fees and payment

[Describe billing cycle, payment terms, and how scope changes are agreed and priced.]

4. Term and termination

[Describe the initial period, notice period and what happens to records on termination.]

5. Client responsibilities

[Describe timely provision of information, accuracy of records provided, and approval of filings.]

6. Confidentiality and data

See our privacy policy. [Add confidentiality wording and reference your security policy.]

7. Liability

[Add limitation of liability wording appropriate to your jurisdiction and professional requirements.]

8. Governing law

[State the governing law and jurisdiction.]