Effortlessly streamline your engagement letter process from creation to signature with our user-friendly and efficient solution.

Engagement Letters From Creation To Signature

The engagement letter is the guiding document that details the scope of work, deadlines, internal and external support requirements and fee arrangement. It is the foundation document in the firm/client relationship.

Good CPA firms know how important engagement letters are. They understand that it’s crucial for outlining the scope of work, cost expectations and completion time-to do the job right! Unfortunately the actual engagement letter generation process of creating and executing the letter has become a burden for many CPA firms.

History has taught us that tracking engagement letter content and approval can become complicated and complications usually don’t arise in a predictable way! 

The complications of engagement letters can come at any time, in any job, but they often arise in places you’d least expect them to. For example, in straightforward engagements with long-term clients—the kind you’re comfortable with because they repeat year after year. Or the kind of engagements where your firm’s Partners and Managers are so focused on helping the client they jump right in, get to work, and postpone the drudgery of “administrative stuff” until the last minute.

What types of complications can arise if you’re not vigilant?

  • Expectation gaps
  • Missing required returns
  • Lack of necessary information to do the full scope of work
  • Delayed or missing payment
  • Liability lawsuits

Clearly, no one wants any of these complications to arise. While losing a liability lawsuit might be a worst case scenario, you could more easily lose money or a client if you don’t have a clear, client-approved engagement letter to guide your work.

Fortunately the next advancement to allow your firm to simply your Engagement Letter Generation Process has arrived and can help you with many of your key concerns, including:

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