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Template · Client
Terms of Business Template (UK, Free Download)
The legal foundation of your client relationships.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
Your Terms of Business set out the general legal rules for how you work with clients, covering fees, liability, and dispute resolution across all services.
Who is this sent to, and when?
- Sent to
- All Clients
- When to send it
- At the start of the engagement
What are the essential clauses?
Terms should be broad enough to cover all work but specific on liabilities.
- Payment terms and interest on late fees
- Limitation of liability
- Intellectual property rights
- Termination and notice periods
- Governing law
Preview the template
Template only. Review with a solicitor or your professional body before use.
Terms of Business Template
Terms of Business
These terms apply to all services provided by [Firm Name].
1. Professional Obligations
We will observe the ethical guidelines of our professional body.
2. Fees
Fees are based on time spent or a fixed quote. Payment is due within [Number] days of invoice.
3. Liability
Our total liability to you for any breach shall be limited to £[Amount] or [X] times the annual
Preview shows the opening and key sections. The full editable file is free to download below.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering. For engagement letters and proposals, use proposals and letters of engagement with e-signatures.
What are the common mistakes?
- Unreasonable liability limits
- Vague payment terms
- Failing to state governing law
- Not updating for consumer rights
“Companies House integration onboards clients in minutes; AML scoring keeps us compliant.”
Frequently asked questions
How is this different from an engagement letter?
Terms of Business are the 'fine print'; the Engagement Letter is the specific scope and fee.
Should I include it in the same document?
Yes, usually as an appendix or a separate linked document.
Can I change them later?
Yes, but you must usually notify clients of the changes.
Is a verbal agreement enough?
No, always get them signed for legal certainty.
What is a 'reasonable' liability limit?
Discuss this with your PII insurer.
Does this cover GDPR?
It should include or reference your DPA and Privacy Notice.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
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.”
