Engagement letters are becoming a front-line risk, pricing and workflow issue for accountancy firms, not just a compliance formality.

As Making Tax Digital for income tax goes live for sole traders and landlords, firms need to be clearer with clients about a wide range of potential things, including scope, responsibilities, digital record-keeping, filing duties, technology and billing.

HMRC’s move to mandatory payrolling of most benefits in kind from April 2027 adds another compliance change that may also require firms to revisit service terms. At the same time, fresh professional guidance on the ethical use of AI in tax work is pushing firms to think harder about disclosure, oversight and client consent when technology touches regulated work.

This webinar looks at why engagement letters matter more than ever, what a modern letter should and should not contain, and how firms can use better processes and technology to reduce friction in onboarding, AML/KYC and ongoing client management. It also explores how MTD may reshape pricing and payment models, and why engagement letters should be treated as living documents that evolve with regulation, software and client risk.

What you will learn about:

- Why MTD makes re-engagement urgent
- What to include, and leave out, in engagement letters
- How AI use should be addressed with clients
- How better processes can cut admin and client friction
- Why pricing and payment terms may need to change

Watch the webinar on demand today to find out more.