Smart Books Partner Offer
Get your terms of engagement set up with our exclusive partner offer with Smart Books
for just $495 + GST
We have partnered with Smart Books to support bookkeepers, tax agents and small accounting firms to access legally-sound, robust terms of engagement packs to protect your business.
Key Benefits of Using Our Terms of Engagement Pack
Terms of Engagement contain your essential legal rights - they list your client’s obligations, include disclaimers about what your practice will not undertake, provide you late payment remedies, debt collection rights and include privacy terms, dispute resolution provisions and key contract rights.
Letter of Engagement includes your service inclusions and your pricing - this cornerstone document is your key onboarding document, our template includes pre-populated tables to select the services you will offer from bookkeeping to compliance activities.
Two Letter of Engagement Templates - one for individuals and one for non-individuals (company, charity, incorporated society, trusts) in editable Word format - ready to add your scope, your payment rates, your package inclusions, includes compliance declarations and more
Sample Client Authority Letter ready to customise as required - in a format developed with tax agents and accountants.
Email Templates tried and tested by bookkeepers, tax agents, accounting firm to use for key client interactions such as onboarding new clients, updating existing clients of new T&Cs, reminders about key filing dates, changes to fees and more.
Your Letter of Engagement + Terms of Engagement are your Contract for Services
Combined the two documents form the contract for services between you and your client.
PARTNER OFFER
$495 +GST
Tradie Terms® is NZ’s premier provider of terms and conditions to ensure your business can protect your rights to get paid.
We have teamed up with Smart Books to design a SIMPLE, AFFORDABLE, READY-TO-USE
Terms of Engagement template kit
Legally Sound Terms of Engagement Protect Your Business Every Client for Every Engagement
Every template kit includes:
Terms of Engagement Letter Template for individuals and non-individuals
Terms of Engagement to embed on back pages of letter of engagement
Sample Client Authority Letter ready for you to customise
Sample Email Templates for onboarding, in-year check ins and more
Invoice Footer text to link your terms of engagement to invoices
User Set Up Guide (for bookkeepers who use Xero, 2Shakes, Better Proposals and more) & FAQs
TRADIE TERMS® IS TRUSTED BY
GOT QUESTIONS?
Check out our FAQs below
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$495+ GST special SMART BOOKS offer - for a pack valued at over $2000
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Yes. All our documents have been written by Sian Wingate, a qualified solicitor and barrister with 25 years of expertise in commercial law
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Free downloaded terms from a software provider or other source may provide some basic rights. The key difference with our Terms of Engagement is they cover all the scenarios we know businesses like yours experience.
From terms to permit you to charge overage for addition hours over and above a fixed fee service, to rights to charge for a full annual compliance fee when a client offboards mid-year, our terms are tailored to protect bookkeeping, accounting and tax agent firms. -
Yes! The documents are word templates ready to add your logo and change any colours to suit your brand
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Of course, once you receive a download link , these editable Word documents are yours to customise.
We don’t recommend you change the terms of engagement without a consultation, but the rest of the pack is yours to develop.
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To keep the price point as affordable as possible, there’s no one-to-one time included.
However, you will receive a User Guide that covers the FAQs we know you’ll have. There is also a tutorial video with Sian Wingate, founder of Tradie Terms and Leaine Jones from Smart Books to guide you on how to populate and use your documents.
If you ever want a one-to-one session, get in touch with Sian and she can provide the price for a consult.
