Engagement Letters

Engagement letters prepared in minutes.

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.

Average based on thousands of reviews

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Engagement letter layout
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Stay compliant from day one

  • "With all the templates at the touch of a button, client engagement gets done within a day versus weeks. Ignition has been life-changing for our team."

    Kristen Keats
    Sherwood Accounting & Tax
  • "Last year, sending out new engagement letters for monthly clients was so time-consuming. It took me three months to get them all done. I sent out nearly 35 engagement renewals and price increases in an hour on Monday."

    Jonathan Godwin
    Godwin & Associates
  • "Ignition eliminates the burdensome task of creating engagement letters and obtaining client signatures."

    Adam Puckett
    Delap LLP

Make engagement letters a breeze

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.

Happy client

Get confident on compliance

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.

Male client accepting engagement letter
Accepting proposals

More signatures, more peace of mind.

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.

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More engagement letter features

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.

Engagement letter paid

Plans & Pricing

Starter

All the essentials to engage clients seamlessly and get paid effortlessly

$65 /month

up to 25
Active clients that have a current signed engagement with you
+$2.25
Additional cost per active client
Branded online proposals
1
E-signatures per proposal
Ready-made proposal templates
Custom proposal templates
Proposal options (up to 3)
Personalized videos (Loom, YouTube or Vimeo)
Single template
Email templates to send proposals
Pre-loaded services library
Automated engagement letters or contract terms
Industry standard engagement terms template
Customized engagement terms
Automated payment collection
Online payment link to pay manually
2.5% + $0.30
Standard cards
3.6% + $0.30
Premium cards
1% + $0.30 ($5.00 max)
ACH Payments
Automated invoice creation and reconciliation via ledger integration
Flexible billing options (deposits, one-off, recurring, hourly, weekly, quarterly, annual & more)
Manual or automated billing
Invoice tracking categories
Invoice line item descriptions
Xero
QuickBooks
Zapier
Gusto
Xero Practice Manager (XPM)
Intuit Practice Management
Karbon
Business insights dashboard
Proposal export
Service revenue performance export
Custom brochure design
Engagement letter terms formatting
Import clients
Bulk proposal creation
Custom services import and formatting (100 max)
Workflow process mapping
Dedicated Account Manager
Dedicated Customer Success Manager
1:1 onboarding training
Onboarding training webinars
Same day response
Email and in-app support
Facebook customer community
Unlimited team logins
Professional

Upsell services to grow revenue and run your business on autopilot

$129 /month

up to 250
Active clients that have a current signed engagement with you
+$1.50
Additional cost per active client
Branded online proposals
Up to 2
E-signatures per proposal
Ready-made proposal templates
Custom proposal templates
Proposal options (up to 3)
Personalized videos (Loom, YouTube or Vimeo)
Multiple templates
Email templates to send proposals
Pre-loaded services library
Automated engagement letters or contract terms
Industry standard engagement terms template
Customized engagement terms
Automated payment collection
Online payment link to pay manually
2.5% + $0.30
Standard cards
3.6% + $0.30
Premium cards
1% + $0.30 ($5.00 max)
ACH Payments
Automated invoice creation and reconciliation via ledger integration
Flexible billing options (deposits, one-off, recurring, hourly, weekly, quarterly, annual & more)
Manual or automated billing
Invoice tracking categories
Invoice line item descriptions
Xero
QuickBooks
Zapier
Gusto
Xero Practice Manager (XPM)
Intuit Practice Management
Karbon
Business insights dashboard
Proposal export
Service revenue performance export
Custom brochure design
Engagement letter terms formatting
Import clients
Bulk proposal creation
Custom services import and formatting (100 max)
Workflow process mapping
Dedicated Account Manager
Dedicated Customer Success Manager
1:1 onboarding training
Onboarding training webinars
4 hr average response
Email and in-app support
Facebook customer community
Unlimited team logins
Scale

Standardize client engagements as you scale your large business

$315 /month

up to 1000
Active clients that have a current signed engagement with you
+$0.75
Additional cost per active client
Branded online proposals
Up to 10
E-signatures per proposal
Ready-made proposal templates
Custom proposal templates
Proposal options (up to 3)
Personalized videos (Loom, YouTube or Vimeo)
Multiple templates
Email templates to send proposals
Pre-loaded services library
Automated engagement letters or contract terms
Industry standard engagement terms template
Customized engagement terms
Automated payment collection
Online payment link to pay manually
2.5% + $0.30
Standard cards
3.6% + $0.30
Premium cards
1% + $0.30 ($5.00 max)
ACH Payments
Automated invoice creation and reconciliation via ledger integration
Flexible billing options (deposits, one-off, recurring, hourly, weekly, quarterly, annual & more)
Manual or automated billing
Invoice tracking categories
Invoice line item descriptions
Xero
QuickBooks
Zapier
Gusto
Xero Practice Manager (XPM)
Intuit Practice Management
Karbon
Business insights dashboard
Proposal export
Service revenue performance export
Custom brochure design
Engagement letter terms formatting
Import clients
Bulk proposal creation
Custom services import and formatting (100 max)
Workflow process mapping
Dedicated Account Manager
Dedicated Customer Success Manager
1:1 onboarding training
Onboarding training webinars
1 hr average response
Email and in-app support
Facebook customer community
Unlimited team logins
All prices are in USD and exclude tax. Payment rates effective 11 April 2022 for new Ignition customers.
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