Guide · Accountants and advisers
How to get an engagement letter signed.
New clients should not wait a week for a printer. Send the letter the day they say yes.
- 1. Prepare the letter as a PDFYour standard engagement letter with the client's details filled in and the fee schedule attached.
- 2. Apply the engagement-letter templateSignature, printed name and date fields already placed on the acceptance page.
- 3. Add directors or partners as signersEach signer gets their own link. A one-time email code confirms who opened it.
- 4. Send and trackYou see the moment the letter is viewed and signed. Resend the link if it is lost.
- 5. File the sealed copyDownload the sealed PDF and audit certificate, or export everything from settings when you need it.