CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

How, what and why of engagement letters for this tax season

  • CPA (CA)
  • CPA (US)
How, what and why of engagement letters for this tax season

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Engagement letters are a critical element of your accounting firm, and for the most part, are a requirement of your professional body's membership. Far too many firms have outdated, or worse, unsigned engagement letters. This webinar covers what makes a good engagement letter and why you should have one for each client, for each engagement. You’ll also see how you can implement a robust engagement letter management system to keep track of your engagement letters, automate reminders to clients, enable digital signatures and collect payment details in one platform.

 Key topics: 

  • Why engagement letters are critical in accounting firms’ practice
  • Critical elements of every engagement letter, including payment terms
  • How to automate reminders and enable digital signatures
  • 5 tips for a smooth tax season through back-office automation
  • Develop best practices surrounding client acceptance and monitoring

Learning Objectives

  • To recognize the importance of engagement letters in an engagement
  • To identify the primary benefits of client engagement letters
  • To construct engagement letters using best practices
  • To automate the process of getting client engagement letters
  • To recognize the key components of data security and privacy plans for your firm

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Testimonial

4.2

(138)
42%
41%
16%
0%
1%

NG

good CPE topics

MB

great

LL

Informative, insightful, helpful details

AG

Important topic!

CG

Good and informative session

AS

Great experience