# Templates for various service /Engagement letters
**URL:** https://www.protaxcommunity.com/t/templates-for-various-service-engagement-letters/7327
**Category:** Accounting and Bookkeeping
**Created:** [September 11, 2023, 11:43pm UTC](https://www.protaxcommunity.com/t/templates-for-various-service-engagement-letters/7327 "2023-09-11T23:43:17Z")
**Posts on this page:** 4
**Page:** 1
### Author:  [@indiramajorm](https://www.protaxcommunity.com/u/indiramajorm)
#### Post date: [September 11, 2023, 11:43pm UTC](https://www.protaxcommunity.com/t/templates-for-various-service-engagement-letters/7327/1 "2023-09-11T23:43:17Z")
Where can I find templates for various services such as, bookkeeping, tax advices, amalgamation, etc.? Do you know of any company that have various templates I can tailor to my firm? Does CPA have a template package?
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### Author:  [@Nezzer](https://www.protaxcommunity.com/u/Nezzer)
#### Post date: [September 12, 2023, 3:07am UTC](https://www.protaxcommunity.com/t/templates-for-various-service-engagement-letters/7327/2 "2023-09-12T03:07:33Z")
Yes - for bookkeeping, advisory, and tax engagements, anyway. You have to license the PACT package from the CA Store (see below). This relates to CSRS 4200 (compilations and other non-assurance engagements).
> **[Practice management, advisory, compilations and tax guide (PACT) | CPA Canada...](https://www.cpacanada.ca/en/business-and-accounting-resources/audit-and-assurance/standards-other-than-cas/publications/pact)**
>
> Take advantage of this effective resource which provides guidance, templates, and useful links for practitioners in the areas of practice management, advisory, compilations, and tax.
There are alternatives, of course, such as Veriguide (which is still being developed by the PBA Society). Or you might find something suitable from one of these:
> **[LawDepot | Easy Legal Forms in Minutes](https://www.lawdepot.ca/)**
>
> Print or download free personalized documents in minutes. Choose from hundreds of real estate, estate, business, family, and finance legal forms and contracts.
> **[Accounting Engagement Letter: Templates, Samples & How to Create One](https://futurefirm.co/accounting-engagement-letter/)**
>
> Find out why you need an accounting engagement letter plus get templates, samples, critical services terms and clauses to help protect you.
> **[Give Your Accounting and Tax Clients Effective Engagement Letters |...](https://quickbooks.intuit.com/ca/resources/taxes/accounting-engagement-letters/)**
>
> Learn the importance of engagement letters for accountants and get tips on writing effective, useful engagement letters to your accounting firm's clients.
> **[How to write an accounting engagement letter (template included)](https://contentsnare.com/accounting-engagement-letter/)**
>
> An engagement letter is a formal agreement between you and your clients. Find out what you should include in yours to prevent a headache in the future.
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### Author:  [@indiramajorm](https://www.protaxcommunity.com/u/indiramajorm)
#### Post date: [September 12, 2023, 11:58am UTC](https://www.protaxcommunity.com/t/templates-for-various-service-engagement-letters/7327/3 "2023-09-12T11:58:29Z")
Nezzer, most helpful. Thank you very much!
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### Author:  [@johanus](https://www.protaxcommunity.com/u/johanus)
#### Post date: [September 12, 2023, 3:06pm UTC](https://www.protaxcommunity.com/t/templates-for-various-service-engagement-letters/7327/4 "2023-09-12T15:06:14Z")
VeriGuide is developed. However, you have be licensed with one of the member organizations to use it. ([Home - PBA | Society of Canada](https://www.pba-canada.org/index.html))