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FigsFlow

Templates

Create ATT-Compliant Engagement Letters

Professional, customisable templates built for tax advisers and firms under the Association of Taxation Technicians (ATT).

  • Clearly define tax advisory services and client responsibilities.
  • Save time with pre-written, editable documents.
  • Maintain compliance with ATT standards and UK tax regulations.
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engagement letter templates

Tailored for Professionals

Designed for ATT Members and Tax Professionals

Whether you’re a self-employed tax adviser or part of a larger practice, our templates help formalise client relationships with clarity and legal precision—backed by ATT-aligned language and structure.

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Accountants

Simplify agreements for tax preparation, audit services, and financial reporting.

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Bookkeepers

Clarify roles and responsibilities for ongoing or one-off bookkeeping services.

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Tax Advisers

Create transparent agreements for tax planning, filing, and advisory services.

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Small Practices

Streamline workflows without needing a large administrative team.

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Large Firms

Ensure consistency and compliance across teams and engagements.

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engagement letter management for accountant, tax advisors, bookeepers

Enterprises

Tailor templates for complex services and large operations.

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Get Started with FigsFlow’s ATT Engagement Letter Templates

Quickly create compliant, professional engagement letters fitted to your ATT practice.

Use Our Free ATT Engagement Letter Template

Quickly generate client-ready letters meeting your ATT practice, brand and services.

  • Ideal for immediate use—just download, customise and send.
  • Includes ATT-specific clauses for compliance and scope.
  • Editable in Word/PDF—add your branding and firm terms.
  • Clear structure for tax compliance, planning, and advisory services.
  • Reduces drafting time while maintaining professional standards.

Unlock Full Access to ATT-Specific Templates

Upgrade for more robust tools and customisation options:

  • 25+ templates for personal tax, corporate tax, HMRC enquiries, and more.
  • Auto-updated templates with regulatory changes.
  • Modular clause library for niche tax services.
  • Team collaboration tools for growing practices.

Why ATT Professionals Choose FigsFlow

Start creating ATT-compliant engagement letters. Designed for clarity and professionalism, our templates are built to meet ethical and assurance standards.

  • Trusted by ATT Firms

    Built by UK tax and legal experts, aligned with ATT standards.

  • Compliant by Design

    Follows ATT guidance on ethical and professional engagement.

  • Professional & Brand-Ready

    Flexible layouts to suit solo or multi-staff practices.

  • Transparent by Intention

    Created to build trust and ensure clear client services.

Which Option Is Best for You?

See what FigsFlow’s pre-loaded engagement letter templates and advanced features offer. Compare and choose the solution that works best for you.

FeaturesPre-built TemplateSign Up & Use Advanced Features
Professionally Written ClausesAvailableAvailable
Personalised Engagement Letter EditingManual editing requiredSimple live editing available
Team CollaborationNot availableBuilt-in collaboration tools available
Automated Updates & NotificationsNot availableAvailable for compliance tracking
Centralised Document ManagementManual offline management requiredAll-in-one intuitive platform
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But there is so much more!

Let FigsFlow fulfil your engagement management needs!

  • 30-day free trial
  • No credit card required
  • Cancel anytime

Engagement Letters for Other Professional Bodies

FigsFlow offers regulatory-compliant engagement letter templates for every major UK accountancy and tax body. Explore the rest of the range:

Are these templates compliant with ATT regulations?

Yes, our templates are reviewed by UK-based tax professionals to fall in line with ATT guidelines, HMRC requirements and industry best practices.

Can I customise the template for my firm’s needs?

Absolutely, the templates are fully editable—add your firm’s logo, terms of service and adjust language while retaining compliance.

What’s the difference between the free and premium templates?

The free template covers core tax engagement needs. With premium access, you get:

  • 25+ specialised templates (e.g., VAT, R&D tax credits, international tax)
  • Regulatory updates applied automatically
  • Clause options for greater flexibility
  • Multi-user access and team features

Do you provide support for template customisation?

Yes, our team consists of tax professionals experienced in ATT and UK compliance, available to assist with edits and ensure make sure our engagement letters meet best-practice standards. Premium users receive priority support.

No question matches that.

Don’t Waste Another Minute

Sign up for FigsFlow right now or schedule a one-on-one demo!

figsflow demo & trial

See it run on your own practice.

Screen-shared, using your services, your client mix and your deadlines. You will see where FigsFlow fits, and where it does not.

Design previews, not a shipped build — we will tell you on the call what is live today.

9:41
SignatureEngagement letter
Ready to sign
Engagement letter 20263 signatories · you are firstSign
Audit trailIP, device and timestamp recordedOn
Also waiting
Letter of representationDue 30/09Due
HomeDocsTasksChatProfile
9:41
Tasks3 open
Upload bank statementsVAT Q3 · due todayDue
Sign engagement letterOnboarding · due 05/09Sign
Approve VAT returnQ2 · due 07/09Review
Confirm payroll changesAugust · doneClosed
HomeDocsTasksChatProfile
9:41
Client portalRidgeline Foods Ltd
Upload Sign Pay Ask
Your services
Annual accountsYear end 31/03/2026Live
VAT returnsQuarterly · next 07/10Filed
PayrollMonthly · 14 employeesCurrent
Your team
Amara · ManagerUsually replies within a day
HomeDocsTasksChatProfile
9:41
DocumentsStored in your SharePoint
Recent
Bank statement — AugUploaded by camera · 2 MBSynced
Sales ledger Q3Shared by AmaraNew
Accounts 2025Signed 14/06/2025Final
Add a document
Scan with the cameraEdges cropped automatically
HomeDocsTasksChatProfile
9:41
MessagesAmara · Manager
This job
Re: VAT Q3Amara · 2 hours agoNew
Statement attachedYou · yesterday
Next deadline
VAT Q3 filing07/10/2026 · 15 daysSoon
HomeDocsTasksChatProfile