An agreement for an accountancy practice to outsource bookkeeping, accounts, tax or payroll work to another firm or freelancer, protecting client confidentiality, quality, data and AML compliance.
Accountancy practice – compliance & management
Outsourcing and Subcontracting Agreement for Accounting Work
About this document
An agreement between an accountancy or bookkeeping practice (the “Firm”) and a provider – another practice, a freelance accountant or an outsourcing company, in the UK or overseas – that will carry out accounting work for the Firm’s clients. The Firm keeps the client relationship and professional responsibility; the provider does the work to agreed standards, keeps everything confidential, protects personal data and reports any money laundering concerns to the Firm’s MLRO.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – compliance & management
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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