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Engagement letters

They sign the engagement letter. Verification starts itself.

Admiin drafts the engagement letter from your own template, prices the scope, and sends it for signing. The moment it comes back signed, AML and KYC verification fires automatically. No second tool, no separate request, nobody remembering to kick it off.

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Your templates· Signed on a phone· Verification without a trigger

app.admiin.com / clients / M Harcourt / engagement

Engagement letter · FY26

Drafted from your template, priced from your services

Drafting

Individual Trust Company SMSF

Individual tax return preparation$770.00

Rental property schedule$220.00

ATO correspondence and liaisonIncluded

Engagement letter signed10:47 am · Marcus Harcourt Signed

AML and KYC verification startedTriggered by the signature, not by a person Automatic

Client onboardedCDD report on file, AUSTRAC-ready Verified

Why it matters

The gap between engaged and verified is where firms get caught.

Under tranche 2, taking on a client and verifying them are two separate obligations. In most firms they are also two separate tools, done days apart, by whoever remembers.

Engagement and verification apart

Two systems, one memory

The letter is signed in one tool and verification is started in another.
Someone has to notice the signature came back and act on it.
The client gets a second, unfamiliar email asking for their ID.
Work starts before verification is finished, because the deadline will not wait.
Nobody can tell you which clients are engaged but not yet verified.

The gap is invisible until an audit finds it.

Engagement and verification joined

One event, both obligations

The signature is the trigger. Verification starts the same second.
Nobody has to remember, because nobody has to do anything.
The client continues in the same flow, in your firm's branding.
Engaged and verified happen together, not a fortnight apart.
You can see the status of every client in the book at once.

The evidence builds itself as you onboard.

How it works

Pick the template. Everything after that runs on its own.

Choose the client type

Individual, trust, company or fund. Each has its own template with the right scope, the right terms and the right signatories already set.

Admiin drafts it

The letter is written from your template with the client's details and scope filled in, and priced from the services you already have on file. Edit anything before it goes.

They sign

Sent from your own inbox, signed on a phone, filed against the client and the year without anyone dragging a PDF anywhere.

Verification fires

The signature triggers AML and KYC. Individuals verify by ID, entities resolve through ASIC and the ABR, and the CDD report builds itself.

Onboard your next client in one flow.Engagement letter out, signed, verified, and on file before you have opened another tab.

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Templates

Your wording, not ours.

Admiin does not hand you a generic letter. Your existing engagement terms go in as templates, one per client type, and the platform drafts from those. The result reads like the letters your firm already sends, because it is.

A template per client type, with its own scope and terms
Client details, entity names and signatories filled in automatically
Scope and fees priced from the services you already have on file
Edit any letter before it goes, or change the template for everyone
The same drafting engine behind your tax pack cover letters

Tax pack preparation →

Templates · Hartley & Co

Engagement templates · 4 in use

INIndividualReturn, schedules, ATO liaisonIn use

TRDiscretionary trustReturn, distribution minutes, trustee resolutionsIn use

COCompanyReturn, financials, ASIC and corporate secretarialIn use

SMSMSFReturn, financials, audit coordinationIn use

What the letter does

More than a formality you file and forget.

The engagement letter is the first thing a new client sees and the document an auditor asks for first. It should do some work.

Scope, in writing

What you are doing and what you are not, set out per client type, so the conversation about extra work starts from an agreed baseline.

Fees agreed up front

Priced from your service list, so the number in the letter is the number on the invoice and nobody is negotiating after the work is done.

Verification, without asking

The signature starts AML and KYC. The client does not receive a second request from a tool they have never heard of.

The right signatories

Two directors, a trustee and an appointor, or both partners. The template knows who has to sign, so you are not sending it three times.

Annual re-engagement

Send updated letters across the book when your terms or fees change, rather than treating each renewal as a fresh piece of admin.

A record you can produce

Signed copy, audit trail and CDD report against the client and the year, so the file is ready before anyone asks to see it.

Onboarding is where the compliance obligation actually starts. Customer due diligence belongs at the point you take the client on, not weeks later when someone works through a backlog. Joining the engagement letter to verification means the timing takes care of itself.

The flow

Engaged and verified in one sitting.

Step 1

Template picked

Client type sets the scope and the signatories.

Step 2

Letter drafted

Your wording, their details, your fees.

Step 3

Sent from you

Your inbox, your branding, one link.

Step 4

Signed

Filed against the client and the year.

Step 5

Verified

AML and KYC fire on the signature.

Questions

What firms ask about engagement letters.

Can we use our own engagement terms?

Yes, and you should. Your existing terms go in as templates, one per client type, and Admiin drafts from those rather than from a generic letter. Change a template and every letter drafted after that picks up the change.

Does verification really start on its own?

Yes. The signature is the trigger. Nobody opens another tool, nobody sends a second request, and nobody has to notice that the letter came back. Individuals verify by ID document, entities resolve through ASIC and the ABR, and the customer due diligence report builds as it goes.

What does the client experience look like?

One link from your inbox in your firm's branding. They read the letter, sign it, and continue straight into verification in the same session and the same portal. They are not bounced to a third-party site or asked to create a second account.

Can we still verify a client without an engagement letter?

Yes. Verification can be started on its own for existing clients, or run in bulk across your whole book. The automatic trigger is there so new onboarding does not depend on someone remembering, not to remove the manual option.

How do we handle annual re-engagement?

Update the template and send refreshed letters across the affected clients rather than rewriting each one. Signed copies file themselves against the new year, so the current terms are always the ones on the record.

What about a group with several entities?

Each entity gets the letter its type calls for, with the right signatories, and the verification that follows covers the individuals and entities behind it. For a discretionary trust that includes the trustee, appointor, settlor and beneficiaries extracted from the deed.