Automated Client Engagement Letters
Set the right expectation with automated engagement letters that outline your services, pricing, billing frequency, and engagement terms. All in one easy-to-sign online proposal.
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With Ignition, your engagement letter or contract terms form part of your proposal to save you time. Get a head start using our legally vetted, industry standard terms, or upload your own. You can even access engagement letter templates from selected accounting industry bodies. Less errors, less admin, while keeping you compliant.
Once a client signs and accepts your proposal, we’ll automatically convert it to an engagement letter so you’re always covered. We keep a history of legally binding e-signatures for your records to help you stay compliant.
Allow multiple decision makers to review and sign your engagement letter. With Ignition, up to ten people can review and sign a single proposal outlining your engagement terms, safeguarding your business.
Make it easy for clients to digitally sign your proposal and engagement terms, wherever they are. Clients simply select the package, provide payment details, then sign online - it’s that easy.
Collect payment details when clients review and sign your engagement letter to automate payment collection from day one. It’s never been easier to pay and get paid.
View other features that can help grow your accounting or professional services business