Engagement Letter Builder
Flynn Accounting & Tax Services Ltd — TaxAssist Accountants Wicklow
Engagement Type
Select the type of engagement — determines letter wording and services
Client Details
Personal and address information
Include Eircode on last line
Services & Pricing
Ticked services appear in the quote and engagement letter
Engagement Letter Clauses
Untick optional clauses to exclude them from the letter
Fee Arrangement & Quote Options
Payment method, collection period, financial year and multi-year options
First direct debit date — feeds into SEPA mandate
Total ÷ months = monthly DD amount
Appears on quote and engagement letter
Live Fee Summary
€0.00
Total incl. VAT
Select services & enter prices to see your fee breakdown
Irish Compliance Coverage
Automatically included in all documents
✓
AML — Criminal Justice Acts 2010–2021Identity verification & reporting obligations
✓
GDPR / Data ProtectionPersonal data processing & marketing consent
✓
Section 1079 TCA 1997Material tax evasion reporting duty
✓
Companies Act 2014Audit exemption & CRO filing obligations
✓
Applicable LawRepublic of Ireland — Irish courts jurisdiction
✓
Client MoniesSegregated client account — TaxAssist Direct IE
✓
Quality & ComplaintsTaxAssist head office escalation procedure
✓
eIDAS / E-SignaturesElectronic signatures legally recognised
Generate Documents
Produces Engagement Letter, Quote, Agent Link & SEPA Mandate
Every generated quote is automatically saved to the CRM Dashboard