Create tailored Engagement Letters in seconds. Engager makes it easy. Just choose your services, fee periods, and responsibilities, and you’re ready to go.
Engager makes it easy for accountants and bookkeepers to create professional engagement letters that cover every essential detail. From outlining services to clarifying responsibilities, our tool ensures your clients are always on the same page. Save time, ensure compliance, and boost efficiency with engagement letters that are simple to generate and fully customisable.
Create professional, compliant engagement letters in just a few clicks. No long setup or tedious formatting. Produce them within seconds so you can focus on what really matters.
No more guesswork. Easily customise and include fee structures with our built-in pricing calculator. It’s simple, accurate, and ensures clients know exactly what they’re getting.
Make a great first impression with fully branded letters of engagement. Personalise your documents with your logo, colours, and unique tone. Showcasing your practice in the best possible light.
Join over 1,000 accounting and bookkeeping practices that trust Engager to streamline client engagement.
Access 23 ready-made templates, tailored to meet all your engagement letter needs and streamline your documentation process.
With over 90 glowing Trustpilot reviews, Engager is highly rated by accountants and bookkeepers for transforming practice management.
Engager users have generated over 130,000 engagement letters, saving countless hours and improving client onboarding.
Create engagement letters that perfectly suit each client and service. Customise every aspect, from look and feel, to specific terms. Ensuring your engagement letters are as unique as your clients.
Access a rich library of pre-written services to standardise your offerings and pricing in each engagement letter. It keeps everything consistent and professional with minimal effort. Better yet, you can add your own services and define pricing drivers to ensure consistent pricing.
Send engagement letters for e-signature and get clients onboarded instantly. No more printing, scanning, or back-and-forth emails. Just a few clicks to get going.
Clients can access their documents anytime via a dedicated client portal, making it easy to reference agreements and stay aligned on expectations. They can even access the portal via our mobile app on both Android and iOS.
Add your firm’s branding to every engagement letter, including logos, colour schemes, and typography. Stand out with a consistent, professional look that enhances your brand’s credibility.
Collaborate in real-time with team members on engagement letter drafts. This feature ensures feedback is incorporated quickly, and no version is outdated. Perfect for remote working environments.
Clients can review and sign engagement letters from any device. Mobile-optimised design means they can sign off quickly, no matter where they are, making it convenient for busy clients.
Engager’s Engagement Letters are designed with accountants and bookkeepers in mind, offering easy customisation, seamless integration with your branding, and automation features that simplify your workload, saving you both time and effort.
Absolutely! With Engager, you can tailor every aspect of your Engagement Letters, including services, responsibilities, and fees, ensuring they fit the unique needs of your clients and brand.
With Engager, you can create a professional, fully-customised Engagement Letter in just a matter of minutes. Simply select your services, adjust any necessary details, and send—it’s that easy.
Yes, Engager supports e-signatures, making it easy for your clients to review, sign, and return documents electronically, streamlining the entire process and reducing turnaround time.
Not at all. Everything you need is included within Engager. Plus, our integration with other platforms like accounting software makes managing your practice easier and more connected.
All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration. Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.
Our pricing is set to change on 05/01/2025. To see how this affects you, click here.
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