Engagement letters · Canada
Engagement letter software for accountants, released only when it is ready to sign
FigsFlow drafts each engagement letter from the accepted proposal and your firm’s governed clauses, holds it until the identity checks clear, and records exactly which version your client signed, from any phone or laptop.
✓Launch offer to February 28, 2027 · free, no card · see the plans ↓Made for Canadian CPA practices, from one partner signing every letter to multi-office firms.
Sample client and figures, shown for illustration. Fees are set on the proposal and shown here before GST/HST.
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What your client signs
A letter your client can read, and sign from a phone.
Your firm’s clauses and the services and fee from the accepted proposal, released once the checks clear. Try it below: read through the letter, then sign it as the client.
- Your firm’s clauses
- Fee from the accepted proposal
- Released after the checks
- Signed on any device
Letter of engagement · Birchline Contracting Ltd
The terms of our appointment for the year ending December 31, 2026.
Please read each section. When you are ready, sign at the end. Your copy is saved to your client portal as soon as you sign.
Scope of services From the proposal
We will prepare the T2 corporation income tax return and the year-end financial statements of Birchline Contracting Ltd for the fiscal year ending December 31, 2026, and file the return with the CRA.
- T2 return and supporting schedules
- Year-end financial statements, compiled from your records
- Correspondence with the CRA about the filed return
Work not listed here is outside this engagement and is agreed separately.
Your responsibilities and ours Governed clause
You are responsible for the completeness and accuracy of the records you give us, and for keeping them for as long as the CRA requires. We will carry out the work with professional care and tell you promptly if we need anything further.
- Records for the year by March 31, 2027
- We track your CRA filing dates and ask well ahead of them
Fees and billing From the proposal
The fee is the one in the proposal you accepted on October 24, 2026, stated here exactly as agreed.
We bill monthly. Work outside §1 is quoted before it starts.
Limitation of liability Clause v3.2
Our liability to you is limited as set out in the firm’s standard terms of business, which form part of this letter and are attached to it.
Client identification Release gate
Before this letter was released to you, we verified the identity of the company’s director and recorded the result on your file.
✓ Identity check cleared · October 27, 2026Term and changes Governed clause
This letter continues for later years until either of us ends it in writing. A change to the services or the fee is agreed in a separate signed variation, linked to this letter.
Signatures
Signed for Birchline Contracting Ltd, and countersigned for Harbourview CPA.
Sample wording, shown for illustration. Your firm writes and approves its own clauses.
Sign this engagement letter
Birchline Contracting Ltd · version 3 · C$3,400 a year, plus GST/HST.
Where engagement letters go wrong
Nobody decides to send an unsigned letter. It happens when letters live in Word.
Six ways a letter lets a firm down, and what changes when the letter is a record rather than a file.
Open any card to see its fix, or switch them all at once.
Typed from last year’s Word file.
Each partner keeps their own copy. By tax season there are five versions of your terms.
The fix. Clauses live once, in a library your firm controls. Every letter draws from it.
The fee was retyped from the proposal.
Copied by hand from one document into the other. One digit slips, and the client signs it.
The fix. The letter states the accepted fee as it stands on the record. How that fee is set →
Sent in June. Still unsigned in October.
The work started anyway, on terms nobody agreed to in writing.
The fix. Every letter out for signature shows on the client record with how long it has waited, so nobody relies on memory to chase it.
Issued before the identity check was done.
The letter went out on day one. The ID check was still waiting in someone’s inbox.
The fix. Where FINTRAC checks are switched on, the letter is held until they clear.
Signed on a clause you retired last year.
The old limitation wording survived in one partner’s template, and went out again.
The fix. Retire a clause once and no new letter can use it. Letters already signed keep the version they were signed on.
Nobody can say exactly what was signed.
A question about scope, and three PDFs with the same file name.
The fix. The signed version, who signed it and when are pinned to the client record, with the full trail behind it.
How engagement letter software should work
From yes to signed in three days, and the work opens itself.
One contracting company, one letter, released only when it was ready to sign.
- Day one
The accepted services and fee are already on the client record. Nothing needs copying.
- Day one
Scope and fee from the record, terms from your governed clause set, version stamped and held.
- Day two
Identity verified and screened. Release happens when the checks clear, not when someone remembers.
- Day three
Typed name, consent and signature, with the time and the version recorded.
- Same record
The signed letter creates the work it describes, against its CRA dates.
Sample client. The fee is set on the proposal; the letter only states it.
Where FINTRAC checks are switched on.
Governed, gated, recorded
Your firm decides what gets signed. The checks decide when it is released.
Five controls sit behind every letter, and each one leaves a record. None of them depends on someone remembering to look.
A governed clause library
Each clause is written once by your firm, owned by a named partner and versioned. Retire one and no new letter can use it; letters already signed keep the version they were signed on.
Wording your firm aligns, on the record
Your firm sets each clause against CPA Canada and provincial-body guidance and notes who reviewed it and when. FigsFlow keeps that review on the clause; the judgement on the wording stays with you.
FINTRAC checks gate the release
Where FINTRAC checks are switched on, identity, screening and the risk assessment come first, and the letter releases when they clear.
Versioned and pinned
Every letter sent is a version. The one the client signed is pinned to the record and cannot be edited afterwards.
A partner sees it first
Route letters to a partner before release and countersign where your approvals require it. Approvals and countersigning are on the Team and Practice plans.
An audit trail you can hand over
Drafted, approved, released, signed, countersigned. Every event has a time and a name, and the trail exports when someone asks for it.
88 reviews
Not a drafting problem. A signed letter nobody can find when it matters.
From the proposal
The letter writes itself from the proposal.
Accept the proposal and the letter is drafted: the services and the fee come across from the client record, and the terms come from your firm’s clauses.
- Nothing is copied by hand, so there is no second document to check against the first.
- The letter states the fee; the proposal sets it. How it is priced lives on the proposals page.
Clause library
Clauses governed once, used on every letter.
Your terms are written by your firm, approved by a partner and versioned. Every letter, from every office, draws on the same set.
- Retire a clause and it leaves new letters at once, while signed letters keep the wording they were signed on.
- Each clause shows its owner and its last review, so outdated wording is visible before it goes out.
Signing
Signed from a phone.
The client reads the letter, types their name, confirms and signs on whatever device they opened it on. No printing, scanning or chasing an attachment.
- The signer, the time and the version are recorded with the signature.
- E-signatures are unlimited on every plan, with no separate e-sign subscription.
Solo practitioner · you sign every letter
One partner, every letter, every year. The letters draft from your clauses, so renewal season becomes a review rather than a rewrite.
- Letters drafted, not typed
- Free for up to 20 letters a year
Small firm · several people sending letters
The risk is five people with five templates. One clause library means every letter is the firm’s letter.
- One governed clause library
- Partner approval before release
Growing firm · someone owns risk
They need to show which terms each client signed, and when. That sits on the record, not in a shared drive.
- Signed versions pinned per client
- An exportable letter trail
Larger firm · several offices
One set of terms across offices, changed in one place and in use on the next letter.
- One standard across offices
- Retired clauses stop everywhere at once
Variations
A change is a new signed document.
When the scope or the fee changes mid-year, the original letter is not edited. A variation is drafted, signed and linked to it.
- The full position is the original plus each signed variation, in order, on one record.
- Nothing that was signed is ever overwritten.
Connections
Five connections, one signed letter.
Signing the letter is what sets the rest moving, on the same client record and inside the Microsoft 365 your firm already runs.
E-signature
Built in and unlimited on every plan. No separate e-sign subscription to manage.
E-signature →Client portal
The client opens the letter, signs it and keeps their copy in the portal.
Client portal →SharePoint
The signed PDF files to your own SharePoint, under your own retention rules.
Documents →Invoicing
The fee stated in the signed letter is the fee the first invoice bills.
Time and billing →Jobs
The signed letter opens the jobs it describes, against their CRA dates.
Jobs and workflow →Why this one
Not engagement letter software built for accountants. Engagement letter software built by them.
Built inside a working accounting practice, by people who have drafted, chased and filed engagement letters themselves. Every gate in it is there because a letter once went out without it.
Engagement letter software, compared
Others get a document signed. FigsFlow governs what is signed.
How the three usual approaches differ in practice. Generic tools vary, so check what yours does.
Based on how these tools typically work. Capabilities and pricing of other products vary by vendor and plan.
Engagement letter software pricing
Start free. Letters are free for one person.
Engagement letters are part of the Onboarding module, with proposals, the pricing engine, documents, e-signature and payment set-up. Priced per firm, by the people who use it.
Only need engagement letters?
Letters is free for one person, up to 20 letters a year.
Documents and e-signature included. Move to a paid plan when you need more letters or more people.
Everything is free until February 28, 2027, with no card needed.
Launch offerOne person
Solo
C$59 billed monthly.
- Proposals, pricing and letters
- Governed clause library
- Unlimited e-signatures
Fair use: 150 engagements a year
Up to 3 people, then C$25 each
Team
C$155 billed monthly, then C$32 each.
- Everything in Solo
- Approvals and firm countersigning
- Compliance Program included
Fair use: 450 engagements a year
Most chosen · up to 15 people, then C$15 each
Practice
C$305 billed monthly, then C$19 each.
- Everything in Team
- Advanced Pricing: formula pricing builder, website pricing embed and client value calculator
- Additional workspaces available
Unlimited engagements
Advanced Pricing is included in Practice. Add it to Solo, Team or a Practice Suite of up to 10 people for C$49 a month; from 11 people it comes with the Suite.
The whole platform: Practice Suite, C$79 per person a month, for your first 10 people, then C$105 for each person after that. No minimum. Plus GST/HST.
Related modules
Next in the platform
The letter records what was agreed. These four set it up, get it signed and start the work, on the same record.
More of the platform
Proposals
Where the scope and the fee are agreed, before the letter drafts from them.
See the proposals modulePricing and quoting
Where the number in §3 comes from: your own rates, resolved as you build.
See the pricing moduleOnboarding suite
The whole path from yes to engaged: proposal, checks, letter and jobs.
See the onboarding suiteE-signature and approvals
How the letter gets signed, approved by a partner and countersigned.
See the signature moduleQuestions
Engagement letter software: what practices ask first.
If yours isn’t here, bring it to the demo and you will get a straight answer.