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Why firms choose Engager"In short, if you're an accountant and not using Engager, you're missing a trick. It's an invaluable tool that has significantly improved our operational efficiency and client service."Jason Holden, Founder, Holden Associates
Free tools / Engagement letter builder
Engagement letter builder
Pick a client type and services, and watch an example letter of engagement and fee build themselves, then see how the client signs it online.
Free to use, no sign-up. The letter is an illustration, not a legally reviewed template.
Try it
Build an example engagement letter
Pick a client, choose the services and watch the letter and fee build themselves. This is how letters work in Engager, using an example pricing formula.
- Letter sent to client
- Opened on mobile
- Signed online
- Client onboarded
Send letters like this to your own clients
Use your own templates and pricing, with eSignature built in. Every feature is included and no card details are needed.
Start your free 28-day trialSee it with your own services and fees
An Engager specialist will walk you through letters, proposals and onboarding, set up the way your practice works.
Book a demoQuestions
Engagement letter builder FAQs
Can I use this letter with my clients?
The builder shows how letters work in Engager. The text is an illustration, not a legally reviewed letter. In Engager you use your own templates and your professional body's guidance.
What should a letter of engagement include?
Read our guide to what to include in a letter of engagement.
How do clients sign letters in Engager?
Clients sign online with built-in eSignature, on any device, and the signed letter is saved to their record.
Send letters in minutes
Send engagement letters your clients can sign online
Engager builds letters of engagement from your own templates and fees, with eSignature built in. Every feature is included, from £9 +VAT a month.
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