A free tool that turns a few notes about an engagement into a clean letter — scope, exclusions, fees, client responsibilities, and professional-standards language built in. One command in Claude, or one paste into any AI.
The one job, done
/engagement-letter does exactly that.
Give Claude the engagement details and it writes the whole letter — scope, what's excluded, fees, and the professional-standards language. No blank page, no template to re-open every time.
Turn a few notes about an engagement into a clean engagement letter — scope, exclusions, fees, client responsibilities, and the professional-standards language a letter needs. No blank page, no template to re-open every time.
Two ways to run it:
• On a paid Claude plan? Install the free Accountant plugin and type /engagement-letter. One command, done.
• Any other AI — free Claude, ChatGPT, Gemini? Copy the built-in prompt (a sample engagement is prefilled), paste it in, swap your client.
Inside: the full prompt with a sample engagement, the one-command Claude path, built-in accuracy rails, and a two-minute setup walkthrough. Opens in your browser.
AI writes a fresh letter every time — read it before it goes out, and have counsel review your firm-standard template. The rails keep it on track, not replace your review.
Want the rest of your client work handled — tax-planning memos, IRS notice responses, return summaries? The Accountant AI Prompts pack is the full system: 60 ready-to-run skills. This free tool is a real slice of it.