---
title: "How to: Use CountingWorks PRO to Create Custom Engagement Letters"
description: "How to: Use CountingWorks PRO to Create Custom Engagement Letters"
---

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# How to: Use CountingWorks PRO to Create Custom Engagement Letters

## Watch the tutorial and then try it out with the instructions below

<iframe src="https://player.vimeo.com/video/1056578091?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="engagmentletters"></iframe>

To view the video larger, click the ![](https://help.countingworkspro.com/hs-fs/hubfs/image-png-Feb-14-2025-10-54-21-7253-PM.png?width=18&height=20&name=image-png-Feb-14-2025-10-54-21-7253-PM.png) icon at the bottom right of the video.

Every tax and accounting professional should be using **engagement letters** for every client interaction—whether for new or existing clients. Not only do many insurance policies require them, but they also help set clear expectations and define responsibilities.

With **Max AI** in CountingWorks PRO, you can quickly generate **customized** engagement letters tailored to each client’s specific needs. Below, we’ll walk through how to create a **client-specific engagement letter** using Max AI.

---

#### **Step 1: Define the Engagement Scope**

Instead of using a generic template for all clients, use **Max AI** to generate a personalized engagement letter by providing detailed instructions.

### **Example Scenario:**

You need an engagement letter for a **tax planning and virtual CFO** engagement with an **auto dealership** that sells used cars in **California and nationwide**.

### **AI Prompt Example:**

*"Create a client engagement letter for my tax and accounting client. The engagement includes tax planning and virtual CFO services for a used car dealership operating in California and nationwide. Customize the letter to include client responsibilities, my responsibilities, scope of services, fees, payment terms, and termination clauses."*

---

#### **Step 2: Let Max AI Generate the Engagement Letter**

After processing the request, Max AI will generate a **detailed, structured** engagement letter, including:

- **Client’s Name & Business Information** *(if provided)*
- **Scope of Services** (e.g., Tax Planning, Virtual CFO, Compliance Advisory)
- **Client Responsibilities** (e.g., Providing accurate financial records, compliance with tax deadlines)
- **Your Firm’s Responsibilities** (e.g., Providing advisory services, ensuring compliance with tax regulations)
- **Fees & Payment Terms** *(can be customized with specific pricing details)*
- **Term & Termination Policy** *(contract duration, early termination clauses, renewal terms)*
- **Governing Law & Dispute Resolution** *(state-specific legal guidelines, mediation/arbitration clauses)*

> **Tip:** If you have stored client data in **Max’s memory**, the AI can **auto-fill details** like client names, contact information, and engagement details for even faster customization.

---

#### **Step 3: Fine-Tune & Personalize**

After generating the draft, review and edit the engagement letter as needed:

- Add **specific service fees** for the engagement
- Modify the **payment schedule** if necessary
- Include any **special terms** based on the client’s business structure
- Adjust **legal clauses** to align with state regulations

If needed, you can also ask Max AI to refine or expand certain sections.

**Example Refinement Prompt:**  
*"Expand the section on client responsibilities to include their obligation to provide accurate quarterly financials and maintain proper tax documentation."*

---

#### **Step 4: Finalizing & Sending the Engagement Letter**

Once the engagement letter is finalized:

1. **Review & Edit** – Ensure all details are accurate and client-specific.
2. **Format & Export** – Convert it into a professional document (PDF or Word).
3. **Send for Signature** – Use an e-signature tool to have the client sign electronically.

---

#### **Key Takeaways**

- **Personalized Engagement Letters** – Easily customize engagement letters for each client rather than using generic templates.
- **Quick & Efficient** – Use **Max AI’s voice-to-text** or manual prompts to generate engagement letters in seconds.
- **Greater Accuracy** – The more details you provide, the better the customization.
- **Seamless Client Experience** – Clear engagement letters help manage expectations and legal compliance.

By leveraging **CountingWorks PRO**, you can **streamline client onboarding**, enhance professionalism, and reduce the time spent drafting engagement letters manually.

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