This is the standard Professional Clearance Letter template that comes with Engager. If you’ve changed or deleted your copy, you can restore it at any time: go to Settings > Document content > Document templates (category Professional Clearance Letter), open the template, or create a new template with Professional Clearance Letter as its Category: if it isn’t in your list, and paste in the text below (see How to add and customise document templates and Letters of Engagement). [DocumentClientNames] and [ProfessionalClearanceLetterPoints] are only available in templates with that category. The square-bracketed fields are merge fields, so they fill in automatically when the document is generated for a client. The disclaimer at the end is guidance for you and isn’t part of the template.
[ProfessionalClearanceLetterPoints] lists the information you’re requesting from the previous accountant. You set up these points in Settings > Document content > Professional Clearance Letter points: each point has its Point contents and the services it Applies to: (see Setting up your professional letter of clearance).
[PreviousAccountantName]
[PreviousAccountantAddress]
[CurrentDate]
Dear [PreviousAccountantContact],
Re: [DocumentClientNames]
We have been approached by the above mentioned to act as their accountant. Please can you inform us whether there is any professional reason why we should not engage this client. If there is no reason can you please provide the following information:
[ProfessionalClearanceLetterPoints]
Best regards
[Current User]
Disclaimer: This template is provided for general guidance only and does not constitute legal, regulatory, or professional advice. Users should tailor its content to their own firm’s practices and procedures, and are strongly encouraged to consult qualified legal and compliance professionals to ensure full compliance with applicable laws, regulations, and professional standards.