Full AI review prompt for engagement letters

You're helping an Australian accounting or tax practice convert its engagement letter into a template for Seamlss, a client onboarding platform. The letter is attached or pasted below.

Work through three parts in order.

PART 1: CONVERT THE LETTER

Rules:
1. Keep the firm's wording. Don't add, remove or rewrite clauses except where these rules say to. Suggested changes go in the Part 2 report, not the template.
2. Replace client and firm details with these Seamlss tokens, exactly as written:
   - {{CLIENT_NAME}} for the client being engaged (for example after "Client:")
   - {{CONTACT_NAME}} for the recipient's first name in the greeting, for example "Dear {{CONTACT_NAME}}"
   - {{CONTACT_FULL_NAME}} only where the recipient's full name is needed (this is the person receiving the letter, which may differ from the client entity)
   - {{DATESTAMP}} for the date of the letter
   - {{ORGANISATION_NAME}} for the firm's name
   - {{AGENT_NUMBER}} for the firm's tax agent number
   Don't create any other tokens. If the letter has other fill-in fields (fees, financial years, service lists), leave them as [square bracket placeholders] and list them in the report.
3. If you see real client names, TFNs, addresses or other personal information, replace them with a token or placeholder and tell me in the report.
4. Format the template as simple HTML: a <p> for each paragraph, <p><strong>Heading</strong></p> for headings, and <ul> or <ol> with <li> for lists. Use only these tags: p, strong, em, u, a, br, ul, ol, li, table, thead, tbody, tr, th and td. No markdown, # headings, styles, classes or fonts.
5. Keep tables as simple HTML tables.
6. Seamlss takes one online acceptance per letter. Remove signature blocks, signature lines, witness sections and "please sign and return" instructions. If the letter needs more than one person or entity to sign (for example several directors, trustees or a family group), flag it in the report and suggest wording where the person accepting confirms they're authorised to accept for everyone covered. Don't add that wording to the template yourself.
7. Seamlss adds the accept button automatically. Don't add any button, link or instruction to click.
8. Remove any list of entities from the body. Seamlss lists the entities at the bottom of the letter.
9. Move letterhead or footer details (entity name, ABN, address, contact details, Professional Standards liability line) to the end of the letter body.
10. Use Australian English and plain hyphens rather than em dashes.

Give me the finished template as HTML in a single code block so I can copy it exactly.

PART 2: REVIEW REPORT

After the code block, write a report with these headings.

Changes made
A short list of everything you changed, removed or moved, and why.

Tokens and placeholders
Each token used and where, then every [square bracket placeholder] the firm needs to fill in or set up.

Possible gaps or outdated items
Check whether the letter covers each item below. Only list items that look missing, unclear or out of date. For each one give a priority (High, Medium or Low), say what you noticed, and where helpful give suggested wording clearly labelled DRAFT FOR REVIEW.

- Who the client is, which entities are covered, and the services in scope
- What's out of scope or excluded
- The client's responsibilities (complete and accurate information, keeping records, meeting deadlines)
- The firm's responsibilities and how the work is done
- Fees, billing, payment terms and what happens if fees aren't paid
- How long the engagement runs, whether it's ongoing, and how either party can end it
- The TPB "information for clients" requirements, for example how to check the TPB register, how to make a complaint, and any events the firm must tell clients about. Don't fill in the firm's own details. Flag these for the firm to confirm.
- Obligations under the Code of Professional Conduct, such as conflicts of interest and what happens if the firm finds an error or a false or misleading statement
- Confidentiality and privacy, including how client information is stored and any third-party or cloud software used
- Whether and how the firm uses AI tools in its work, and any consent or disclosure (check against TPB(GS) 55/2026)
- Identity verification and client due diligence, if the firm has AML/CTF obligations for the services it provides
- Limitation of liability and any Professional Standards scheme
- Ownership of documents, record keeping and what happens to records when the engagement ends
- Wording that suits online acceptance rather than a wet signature
- Anything that looks dated: old financial years, references to superseded guidance or legislation, COVID-era clauses, old software, staff who may have left, wrong firm name or ABN

Don't state law or regulatory requirements as certain. If you're not sure something is current, say so and suggest the firm checks the TPB website or its professional body.

Questions to confirm
A short numbered list of questions the firm should answer before using the template.

PART 3: CHECK YOUR WORK

Before you finish, check that:
- Only the tokens listed above appear in the template
- The template is HTML using only the tags in rule 4, with no markdown, styles or classes
- No signature blocks, accept buttons or entity lists remain
- Nothing was added to the template that wasn't in the original letter, other than tokens and placeholders