Engagement letters
AICPA-format engagement-letter templates with scope, fee structure, deliverables, and e-signature. Signed letter files itself in the engagement record.
For accounting firms
Run the engagement, not the engagement software
Engagement letters, PBC request lists, client organizers, and per-engagement timelines — without three subscriptions to keep them in sync.
What's included
Built around the workflow your firm already uses
PBC request lists
Standard provided-by-client request templates per service line (audit / review / 1040 / 1120-S / etc.). Client portal for upload + status tracking.
Client organizers
Pre-season questionnaire flow: client receives, completes, and returns digitally. Answers populate engagement records — no re-keying.
Per-engagement timeline
Every PBC item received, every staff hour logged, every deliverable shipped — in one chronological view per engagement.
Time + WIP tracking
Per-engagement time entry rolls into WIP reports + invoices. See realization + write-down patterns across staff in seconds.
Capacity planning
Skills + availability matrix shows who can take a 1041 next week vs who is stretched. Stop manually balancing capacity in spreadsheets.
Stop chasing PBC items via email
Email threads scatter. Status meetings rehash who-owes-what. Items get lost between manager and senior. Multiply by 200 1040s and you have a January problem.
Start with the engagement record as the source of truth
PBC list, organizer, deliverables, time, billing — all linked. Manager opens the engagement, sees status. Client opens the portal, sees what's outstanding.
See: tax season without the chaos
Organizers go out in December, PBC items track themselves through the portal, time + WIP roll up daily, billing happens at substantial completion. The math + the operations finally match.
Try it before next busy season — 14-day free trial
Spin up a sample engagement, send a PBC list, watch the timeline build. See if it actually fits how your firm operates.
Start free trial