Engagement Letters
Engagement letter software for accountants: sent, signed, filed.
Paloma's engagement letter software for accountants closes the gap between 'welcome aboard' and 'signed engagement' - the letter rides the client's first link, gets signed on a phone, and files automatically.
The season can't start until the letter comes back.
Print, sign, scan, repeat
Paper letters turn a five-minute agreement into a two-week loop of printers, scanners, and 'did you get my fax?'
Work before signatures
When letters lag, work starts on unsigned engagements - a liability every managing partner knows and hates.
Signed... somewhere
The letter came back by email, someone saved it - where? Retrieval time is measured in archaeology.
What it does
From template to signed, without leaving the flow.
Firm templates
Your engagement language, standardized once - every letter goes out consistent, current, and reviewed.
Rides the first link
The letter is part of client onboarding, not a separate errand - clients sign in the same flow where they start their organizer.
Signs on any device
Phone, tablet, laptop - the signature takes a minute wherever the client happens to be.
Spouse and co-client signing
Joint returns need two signatures; both signers get their own request against the same letter.
Files automatically
The executed letter lands in the client's folder automatically - findable in seconds, this year and five years from now.
How it works
- 1
You pick the letter for this client.
- 2
The letter goes out with the client's first link.
- 3
The client signs on their phone.
- 4
The signed letter is filed automatically in their folder.
The engagement letter is the first gate of the tax workflow , signed before the tax organizer begins, with automated reminders following up on any signature that stalls.
Common Questions
Book time with Abby
15 minutes. Watch an engagement letter go out with onboarding and come back signed.
Pick a timePrefer to write first? Contact us about E-sign.