Form preview

Get the free Engagement Letter

Get Form
This document outlines the agreement between Rushton, LLC and the City of Dallas, Georgia for the provision of audit services for the fiscal year ending June 30, 2024. It details the scope, objectives,
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign engagement letter

Edit
Edit your engagement letter form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your engagement letter form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing engagement letter online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the steps below to use a professional PDF editor:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit engagement letter. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out engagement letter

Illustration

How to fill out engagement letter

01
Start with your firm's letterhead including name, address, and contact details.
02
Address the letter to the client with their name and address.
03
Include the date of the letter at the top.
04
Clearly state the purpose of the engagement letter.
05
Describe the scope of services to be provided.
06
Outline the responsibilities of both the firm and the client.
07
Specify the fees and payment terms.
08
Mention deadlines or timelines for the services.
09
Include a confidentiality clause.
10
Provide space for signatures from both parties.

Who needs engagement letter?

01
Businesses seeking professional services such as accounting, legal, or consulting.
02
Companies entering into a contractual agreement with service providers.
03
Clients wanting to formalize the terms of engagement with their service providers.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.4
Satisfied
33 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The pdfFiller Gmail add-on lets you create, modify, fill out, and sign engagement letter and other documents directly in your email. Click here to get pdfFiller for Gmail. Eliminate tedious procedures and handle papers and eSignatures easily.
Install the pdfFiller Chrome Extension to modify, fill out, and eSign your engagement letter, which you can access right from a Google search page. Fillable documents without leaving Chrome on any internet-connected device.
Use the pdfFiller app for iOS to make, edit, and share engagement letter from your phone. Apple's store will have it up and running in no time. It's possible to get a free trial and choose a subscription plan that fits your needs.
An engagement letter is a formal agreement between a client and a service provider outlining the scope of the work, responsibilities, and expectations from both parties.
Typically, professionals such as accountants, auditors, and consultants are required to file engagement letters to define their role and responsibilities in the client relationship.
To fill out an engagement letter, include details such as the client's name, description of the services to be provided, timeline, fees, and terms of engagement. Both parties should review and sign the document.
The purpose of an engagement letter is to clarify the terms of the engagement, manage expectations, protect both parties legally, and serve as a reference point throughout the engagement.
An engagement letter must report information including the parties involved, the nature of the services to be provided, responsibilities of each party, payment terms, and any confidentiality or ethical considerations.
Fill out your engagement letter online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.