Free Templates for US Accounting Firms
Eleven free templates for US accounting firms, each with the full text on the page and a plain-text download: five engagement letters, a disengagement letter, a tax season workflow, onboarding and close checklists, a capacity planner and client welcome emails.
Eleven free templates for US accounting firms, each with the full text on the page and a plain-text download: five engagement letters, a disengagement letter, a tax season workflow, onboarding and close checklists, a capacity planner and client welcome emails.
Last updated: September 2026
Describe your workflow and we'll pick the template
Write how the work actually runs in your firm today, in your own words. You'll get the closest Remindoo template or workflow, why it fits and the first steps to set it up.
Why are these templates free?
Because they are not the hard part. Every firm owner knows they should have a signed engagement letter for every client and a written workflow for tax season. The difficulty is never finding the document. It is getting it sent, signed, followed up and actually used by twelve people in March.
So take the documents. They are written for US firms, they use US terminology and US filing dates, and the full text sits on each page rather than behind a wall. Each one also explains what each section is for and what goes wrong when it is written badly.
Every engagement and disengagement letter carries the same caution: have your own attorney and your insurance carrier review it before you use it. Templates are a starting point, and your state, your services and your carrier all affect the final wording.
Engagement letters
CPA engagement letter
The general-purpose letter: scope, fees, responsibilities, limitations, termination.
Bookkeeping engagement letter
Monthly scope, cut-off dates, volume assumptions and handover.
Tax preparation engagement letter
Returns in scope, the information deadline, extensions and e-file authorization.
Payroll engagement letter
Cycles, Forms 941 and W-2, funding and penalty responsibility.
Advisory engagement letter
Deliverables, cadence, decision responsibility and scope boundaries.
Disengagement letter
Effective date, what was not completed, upcoming deadlines and records.
Workflow and checklists
Tax season workflow
Twelve stages with owners, internal due dates and an extension branch.
Client onboarding checklist
Acceptance, engagement, information, system setup and the day 30 review.
Capacity planning template
Available hours, required hours, the FTE gap and utilization worksheets.
Month-end close checklist
Business-day-by-business-day close from cut-off to client reporting.
Client welcome emails
Six emails covering the first month of a new client relationship.
Templates run themselves once they are in a system
Remindoo turns these documents into recurring work with owners, internal due dates and automatic client follow-up, priced per client with unlimited users.
Frequently asked questions
Are these templates free to use?
Yes. Read the full text on each page and download the plain-text file with your work email. Edit them for your firm, your state and your services, and have counsel review any engagement or disengagement letter before use.
Are the engagement letters state-specific?
No. They are written for US firms generally and include governing-law and dispute-resolution placeholders you complete. State board requirements and carrier expectations vary, so confirm the final wording locally.
Can we put these on our own letterhead and send them?
That is what they are for. Replace everything in square brackets, delete the clauses that do not apply, and have an attorney review the result once. After that first review, reuse is straightforward.
Do you email the templates?
The download starts immediately in your browser when you submit the form, so you have the file whether or not you ever hear from us again.
Put these templates to work
See how a signed engagement letter, an onboarding checklist and a tax season workflow run as one connected process rather than three documents.