Engagement Letter Rollover
Roll last year's letters forward in one batch with per-client fee and scope changes highlighted, collect click-to-sign acceptance, and flag any client whose work has started without a signed letter.
- Target market
- Owner-led CPA, enrolled-agent and bookkeeping firms with 50-600 recurring clients.
Problem snapshot
What this solves
Small accounting and bookkeeping firms re-sign every client's engagement letter each tax season, then start work for clients whose new scope or fee was never countersigned.
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