About the Training Event
Engagement letters are more than a compliance requirement — they are one of the most powerful tools in your firm. Great engagement letters frame your value, set clear expectations, and strengthen client relationships from the very start.
As firms prepare for 2026, engagement letters must evolve. New IRS and FTC rules require stronger cybersecurity language, AICPA guidance demands clarity around AI use, and the expanding scope of CAS means firms need to define what’s included — and what isn’t. At the same time, leading firms are using engagement letters strategically to build trust, reduce admin, and create growth opportunities.
In this webinar, you’ll learn how to transform your engagement letters into future-ready agreements that both protect your firm and move your client relationships forward. We’ll also share insights and best practices from The Engagement Toolkit (by Canopy), a resource designed to help firms win more business through better engagements.
By the end of this webinar, participants will be able to:
- Identify IRS, FTC, and AICPA requirements that impact how engagement letters should be written in 2026.
- Draft clauses that address AI disclosures, cybersecurity obligations, and client responsibilities in plain, client-friendly language.
- Apply updated scope language that reflects the five natures of CAS and builds in flexibility through scope-refresh and change-order provisions
