Accountants E&O Insurance Resources

Accountants Professional Liability Resources

Case Studies & Claim Scenarios

Engagement Letters

As you know, engagement letters are an essential beginning to any client relationship. An engagement letter should precede any work done for a client.  At your fingertips, you now have access to sample engagement letters as well as articles and resources about engagement letters that can help your firm learn to avoid risk.

Choose from any or all of the 18 sample engagement letters and provisions.

Download all 18 letters     Download individual letters

  • Audit Engagement Sample Wording
  • Compilation Engagement Sample Wording
  • Review Engagement Sample Wording
  • Tax Engagement Sample Wording – personal, and corporate
  • Combined Services – Audit & Tax – Engagement Sample Wording
  • Bookkeeping Engagement Sample Wording
  • Many More

On-Demand Webinars

If you are unable to attend the webinar when it is hosted live, or if you simply want to review a past webinar, you can view our webinars just click the link above.

Loss Prevention Hotline

If you need more than just a policy, call the CPAOnePro Hotline. We’re here to discuss any of the following topics or whatever is on your mind regarding firm risk management:

  • Advice on early claim intervention
  • Suggestions for appropriate limitation language for engagement letters or client fee-for-service contracts
  • Best practice consultation for maintaining client relationships

The Hotline is led by the remarkable, attorney Ralph Picardi. Ralph has been a member of the risk management team for 15 years.

To reach the ProSecure Hotline call 1-866-262-7542 from 8am – 6pm EST.

All reported matters will be reviewed within 48 business hours.  E-mail acknowledgement of the matter will be sent within 24 business hours.