Once you have created the services you are going to supply to the client, just add the previous accountant’s details and Client Engager will produce the Professional Clearance Letter.
Simply press send to email and it will be delivered immediately.
Customisable
Every instance of Client Engager comes with a series of requests depending on the service you will provide to the client. If you add your own service then add other information you require. It is pretty much ready to go! Straight out of the box!
When requesting information from a company you can also update the director(s) so the letter is more concise, and will hopefully be responded to quicker
When setting up client engager you can choose your logo and main colour. Ypur personalised clearance letters will look clean, with a splash colour when needed.
