Guides
Proposal and Engagement Letter Guides for UK Accountants
Clear pricing and a signed engagement letter protect both the firm and the client. They set the scope, the fee and the responsibilities before work starts. These guides cover how UK accountants build consistent proposals from a service list, use packages and price ranges, and send engagement letters for secure electronic signature. They also cover keeping letters up to date when services change. Professional bodies such as ICAEW and ACCA publish guidance on engagement letters, and we point to it where relevant. Remindoo's proposals, document builder, service templates and e-signature bring these steps together.
What this topic covers
- Pricing and packages
- Proposal templates
- Engagement letters
- Electronic signature
- Keeping scope current
Proposals and engagement letters guides
Proposals and engagement letters: common questions
Do accountants need an engagement letter?
Professional bodies expect members to agree the terms of engagement in writing before work starts. An engagement letter records the scope, responsibilities and fees.
What should a proposal include?
The services offered, what is included and excluded, the fee and how it is billed, and the next steps to accept.
How often should engagement letters be updated?
Whenever the scope, fee or regulations change materially, and many firms review them each year.
Are electronic signatures valid for engagement letters?
Electronic signatures are generally accepted in England and Wales for this type of document. Check your professional body's guidance for any specific requirements.
Can Remindoo send proposals for signature?
Yes. Proposals and engagement documents can be created and sent for secure electronic signature from Remindoo.
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
