Download your Engagement Letter Template Pack from CAMICO's Loss Prevention Department.

New engagement letter templates to get your firm started in 2013!

  • Includes Clarity Standards' requirements in relevant letters
  • Includes updated letters for the 2012/13 tax year
Note: This is just a small sampling of what CAMICO's Loss Prevention Department provides to our policyholders every year.

Some of CAMICO's EXCLUSIVE policyholder benefits:

Get invaluable insight into risk management by having access to CAMICO's Loss Prevention experts and their years of experience. Receive access to CAMICO's vast knowledge base and library through the exclusive members-only site. Unlimited use of hotlines for advice on a wide variety of practice and risk management areas, including:
    • Client screening
    • Engagement/disengagement letter review
    • Billing
    • Documentation
    • Internal controls
    • Early intervention, evaluation and resolution of potential liability risks
Consider this: The average firm uses CAMICO's exclusive resources 12 times per year. Estimating 12 hours of resources at $220/hour, this can result in $2,400 in saving for your firm.

Download your engagement letter template pack by completing the form to the right and receive a no-obligation premium estimate. It's that simple.

Download Your Engagement Letters, Receive More Information and a Non-Binding Premium Estimate

 Please do not use commas for any field that asks for a dollar amount

First Name:
Last Name:
Firm Name:
Annual Billings:      $

Scope of Practice:
Tax Preparation/Planning: %
Audit: %
Review/Compilation: %
Bookkeeping/Write-Up: %
Consulting: %
Special Services: %
Other: %

Staff Size:
a) Number of full-time proprietors, partners & owners:
b) Number of CPAs (excluding those listed above):
c) Number of all other staff (including administrative support and clerical staff):
d) Number of part-time equivalent employees (total part-time hours during past 12 months divided by 2080):
Total Staff: 

Does your firm currently have professional liability insurance coverage?*
Has your firm carried professional liability insurance during the past 5 years?
a) Current professional liability insurance coverage details:
Current Insurance Provider: 
Limits of Liability: $
Deductible: $
Annual Premium: $
b) Date Current Policy Expires:  mm/dd/yyyy
c) Retroactive/Prior Acts Date:  mm/dd/yyyy

Has your firm had a professional liability claim in the last 5 years?
Does your firm currently have employment practices liability insurance coverage?

CAMICO has been proudly supporting CPAs since 1986