Engagement letters
Scope agreed, signed, and findable a year later.
Included in: Professional plans
Send, sign and store the engagement letter against the client it belongs to.
Scope, agreed in writing
The letter that prevents the argument in March.
Signed in the same place
Built-in e-signature, so there is no second tool in the chain.
Filed against the client
Findable a year later without searching an inbox.
How it works
- 1
Start from a template
Your standard terms, reused per engagement type.
- 2
Send for signature
The client signs without printing anything.
- 3
It files itself
The executed letter is stored with the client it belongs to.
Engagement letters questions
Yes — templates are yours to write and reuse.
Yes. A letter can be sent to someone who is not yet an account holder.
Works with
Try engagement letters free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.