Engagement letters
The letter writes itself. The client signs from their phone.
Services, fees and terms carry forward from the accepted proposal. Your client signs digitally, and the jobs create themselves from the agreed scope. No rekeying, no chasing, no paper.
How it works
From accepted proposal to signed letter in three steps.
Each step feeds the next. Nothing is retyped, nothing is chased, and the audit trail records exactly when.
Letter populates automatically
Services, fees, payment terms and scope all carry forward from the accepted proposal. Canadian clause sets align to CPA Canada guidance.
Client signs digitally
The client receives the letter on their phone or laptop. One tap to sign. The audit trail records the IP, the time, and the document hash.
Jobs create themselves
The agreed services auto-create recurring and one-off jobs with deadlines. The fee carries to the invoice automatically.
Clause library
Governed clauses, not a blank Word document.
Every engagement letter draws from a governed clause library. Clauses are version-controlled, dated, and aligned to CPA Canada and provincial body guidance.
The gate
The letter only releases once the checks clear.
When FINTRAC compliance is enabled, the engagement letter is gated behind identity verification and screening. The client cannot sign until the checks pass.
Connected modules
The letter is one stage of the lifecycle.
The same client record carries through every stage.
See engagement letters in action.
We walk through clause sets, the digital signature flow, and how the signed letter creates the jobs — in a 25-minute demo.