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Did you know?  As a plan insured of our AICPA Professional Liability Program you have access to exclusive engagement letter boilerplates?  Just go to this link:  https://forms.cpai.com/members/access.jsp to access the Policyholder Resource Center by inputting your Professional Liability policy number.  The engagement letters are in either PDF format or Word format, your choice.  The importance of using engagement letters cannot be overemphasized as any accountant defense attorney will tell you that you are wide open to any claims having to do with your client's financial situation, even if all you do is a tax return.  Using an engagement letter will narrow the scope of your services solely to what the client is paying you for, so all you are doing is memorializing your agreement in writing.  Since these letters are available online, there is no reason not to put them to good use!

Have any questions or want a quote for Professional Liability insurance? Contact our office today at 888-512-8878.
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