Free Master Services Agreement Template for Accountants
A Master Services Agreement (MSA) is the umbrella contract for ongoing work — it sets the general terms once, then individual Statements of Work (SOWs) handle the per-project scope and pricing. This version is tailored for accountants — covering the specific clauses and considerations that matter most in the industry.
Master Services Agreement — Template Preview
For AccountantsMaster Services Agreement
For use in Accountants
1. Master Terms
This Master Services Agreement ('MSA') governs all services provided by [SERVICE PROVIDER] to [CLIENT] under one or more Statements of Work ('SOW') executed during the term of this MSA, applicable to projects in accountants.
2. Statements of Work
Each SOW will reference this MSA and specify: (a) scope of services, (b) deliverables and milestones, (c) timeline, (d) fees and invoicing schedule, and (e) any project-specific terms. In conflict, the SOW controls over this MSA only for project-specific matters.
3. Invoicing & Payment
Service Provider will invoice Client according to the SOW. All invoices are payable within thirty (30) days. Past-due amounts accrue interest at 1.5% per month or the maximum allowed by law, whichever is less.
4. Confidentiality
Each party will treat the other's non-public information as confidential and use it only to perform under this MSA. Obligations survive for three (3) years after termination.
5. IP Ownership
Upon full payment, Client owns the final deliverables. Service Provider retains its pre-existing IP and the right to use general know-how, techniques, and skills in other engagements.
6. Liability & Indemnification
Service Provider's total liability under this MSA is capped at fees paid in the twelve (12) months preceding the claim. Neither party is liable for indirect, consequential or punitive damages.
7. Term & Termination
Initial term: twelve (12) months, automatically renewing for successive one-year periods unless either party gives sixty (60) days written notice. Either party may terminate for material breach with thirty (30) days notice if uncured.
Industry-specific considerations for accountants
Beyond the standard master services agreement clauses, here are the specific items accountants typically need to address before signing:
- Engagement letter requirement (AICPA)
- Privileged communication (not as protected as attorney-client)
- Tax position disclosure
- Document retention (7+ years)
Typical pricing in accountants
$150–$500/hr or fixed-fee tax returns.
How to use this template — 3 steps
Customize
Use our eSign tool to drop in your real names, dates, scope and fees. The template handles the legal scaffolding; you fill in the specifics for your accountants engagement.
Add signature fields
Drag-drop signature, date, initials, and text fields onto the document. Assign each field to the correct signer (yourself, the client, or both).
Send for signature
Enter the other party's name and email, hit Send. They receive a signing link via email — no account required. You get notified the second they sign.
Customization tips before you send
- • Replace every [BRACKETED] placeholder with real values — names, dates, dollar amounts, percentages.
- • Set the governing law to your state — usually where you live or do business.
- • Confirm the 12 months, auto-renewing term length matches your project.
- • If this is a high-stakes contract (over ~$50K, or anything involving regulated activity), have a licensed attorney in your state spend 30 minutes on a review.
FAQ — Master Services Agreement for Accountants
Do accountants really need a Master Services Agreement?+
Yes — and especially in accountants, where client relationships are the core asset. A signed master services agreement protects both sides if something goes wrong — and most disputes can be solved by simply pointing at the signed contract.
What's different about a Master Services Agreement for accountants?+
Compared to a generic master services agreement, the accountants version typically adds clauses around: Engagement letter requirement (AICPA); Privileged communication (not as protected as attorney-client); Tax position disclosure.
Is this Master Services Agreement legally binding once signed?+
Yes. Under the federal ESIGN Act and state UETA laws, an electronic signature is just as legally binding as a wet-ink signature for almost all commercial contracts. Our eSign tool produces a SHA-256 audit trail proving who signed, when, and from where — so the contract is defensible in court.
Can I edit this template?+
Yes — and you should. The template covers the typical scope, but every accountants engagement has unique details (rates, scope, deadlines). Use our eSign tool to drop in your actual project details before sending the contract for signature.
How do I sign this online?+
Click "Edit & sign online — free" below. Our eSign tool opens with a blank document; upload your customized contract PDF, drag-drop signature/date fields, and email it to the other party. They sign from any device — no account needed for signers.
Are there specific regulatory requirements for accountants?+
Yes. Accountants are subject to industry-specific regulations that affect contract terms. Always confirm your version complies with applicable licensing rules, disclosure requirements, and consumer protection laws in your state. When in doubt, have a licensed attorney review.
Other contracts accountants commonly need
Ready to sign?
Open the Master Services Agreement in our free eSign tool, customize it for your accountants engagement, and send it for signature in under 2 minutes.
Open in eSign — free →