Client Engagement Letter Template Bundle

The Client Engagement Letter Template Bundle is your all-in-one solution for onboarding tax clients with clarity, professionalism, and compliance. This plug-and-play bundle includes ready-to-use, customizable templates that can be copied and dropped directly into your intake process, saving you time while protecting your firm.

Inside the bundle you’ll receive:
✨ Tax Preparation Engagement Letter – Clearly outlines the scope of services, client responsibilities, and fee expectations to set the tone for a smooth engagement.
✨ Consent to Use of Tax Return Information – IRS-compliant template to secure client authorization before using or sharing tax return information for marketing or service purposes.
✨ Consent for Payment – Ensures clients agree to your payment terms, whether fees are collected upfront, from their refund, or via alternate arrangements.

Each template is written in client-friendly, professional language for easy plug-in to your:

• Intake forms (Cognito, Jotform, TaxDome, Canopy, etc.)

• Client onboarding packets

• Digital signing platforms (DocuSign, Zoho Sign, Adobe Sign, etc.)

✅ Save time with ready-to-deploy templates
✅ Stay compliant with IRS and state requirements
✅ Protect your business with clear agreements
✅ Elevate professionalism and client trust

One bundle. Three essential templates. 100% peace of mind.