Freelance engagement agreement
Terms between you and a client for services you provide: scope, fees, changes, confidentiality, ownership and ending the work.
You and your client sign.
Download (.docx)Terms between you and a client for services you provide: scope, fees, changes, confidentiality, ownership and ending the work.
You and your client sign.
Download (.docx)Terms between a firm or contractor and a subcontractor who does part of an engagement: services, fees, confidentiality, workpapers and independence.
The hiring party and the subcontractor sign.
Download (.docx)One engagement or project: scope, deliverables, dates, assumptions, acceptance and fees. Sits under an agreement.
Both parties sign.
Download (.docx)A record of work outside the agreed scope, with its effect on fee and timing, approved before the work starts.
Both parties sign.
Download (.docx)A one-page acknowledgement by the individual working on a file: what stays confidential and how the file is handled.
The individual signs.
Download (.docx)A starting point for two parties who will exchange confidential information while they discuss working together.
Both parties sign.
Download (.docx)A declaration the individual completes before each engagement, listing relationships and interests so the firm can assess independence.
The individual completes it; the firm assesses it.
Download (.docx)A plain invoice with line items, totals, payment terms and your payment details.
You send it to the client.
Download (.docx)A structured short and long bio with prompts, so your credentials and experience are stated accurately.
You fill it in.
Download (.docx)General information, not legal advice; have counsel adapt it to your engagement and jurisdiction. The subcontractor agreement is written for United States engagements. The other files name no jurisdiction; add yours.
CORAA prepares audit files for US CPA firms. Reviewers are independent contractors who clear what the software flags, with evidence and a note, paid per file under a contractor agreement.