Engagement letters assembled from a governed clause library
Select the services you are providing. The letter assembles itself, the fee comes from your pricing, and the client's signature starts the work.
The tour runs in your browser. No form until you want one.
Each service brings its own scope wording. Add a service and the letter is re-scoped from the same approved set.
Pick the services. Watch the letter build.
Nothing to install, nothing to fill in. The screen below is the real thing.
The tour above runs on the live product: FigsFlow is engagement letter software for CPAs, bookkeepers and tax advisors, and selecting a client and their services assembles a real letter clause by clause, with the fee attached and every version retained.
Every new client starts with the same search
A new client signs. Someone opens the folder, finds last year's closest letter, and starts cutting. Do that across a season, with every partner doing it their own way, and the letter stops being a document your firm controls.
Still doing it this way?
Five steps, every letter, every partner.
- 01Find last year's closest letter
- 02Save a copy, rename it
- 03Cut the clauses that do not apply
- 04The tour above runs on the live product: FigsFlow is engagement letter software for CPAs, bookkeepers and tax advisors, and selecting a client and their services assembles a real letter clause by clause, with the fee attached and every version retained.
- 05Reformat, then send
Then the scope changes in April, and nobody goes back to it.
Three steps between you and a signed letter
The searching, the cutting and the reformatting are already done.
- 01Select the services you are providing
- 02The fee calculates
- 03Send it to your client
The clauses, the schedules and the fee are already attached. Nothing to find, nothing to cut, and nothing to remember once it is sent.
What happens the moment the client signs?
Nothing on your side. Signing is an event in FigsFlow, not a status someone has to remember to change.
The work is created.
Jobs come off your service templates for the services on the letter, without anyone opening a second screen.
The chasing stops.
Reminders on that letter end on the signature rather than on someone noticing it came back.
The fee is fixed.
The figure the client accepted is frozen against the engagement, so it is still the figure three months later.
Nothing is marked by hand.
No "signed" checkbox, no status to update, no folder to file the copy into.
The signature is the last thing anyone in your firm has to wait for.
Whose wording goes in the letter?
Yours. FigsFlow ships pre-drafted CPA engagement letters and every clause is editable. Adopt the set as drafted, rewrite what you disagree with, or replace a clause with wording your firm already uses. Approval is what makes the set yours, not who drafted it first.
Does an S corporation get the same letter as a sole proprietor?
No. Clauses vary by entity type and by the services on the engagement, so the letter changes without anyone rewriting it. The S corporation set swaps in where it applies and the rest of the letter is untouched.
Swapped clauses are marked. Everything else in the letter is untouched.
Where does the fee in the letter come from?
From your pricing and the services selected on the engagement. Nobody retypes last year's number and nobody checks whether it was right. Override the figure on any letter where the engagement calls for something different.
Illustrative figures — US pricing is not published.
What happens when the scope changes in April?
The engagement is re-scoped and a new version of the letter is issued from the same approved clause set. The superseded version stays on the client record, so the letter that governed the work in March is still readable in three years.
Re-scoped from the approved clause set
The current letter. Superseded versions stay on the client record rather than in a folder, so what the letter contained, who changed it and when is all readable in three years.
What this looks like at your size
One approved set, no review step, letters out the same day the client says yes.
Running a solo practice → 2 to 10Everyone works from the same clauses, so the letter does not depend on who typed it.
Software for a small firm → 10 to 50Standardize the wording before you add people, and keep review gates on the clauses that matter.
Standardizing as you grow → 50+ and multi-officeNominated approvers, delegated permissions across offices, and documents in your own tenant.
Running inside your IT policy →Which plan includes engagement letters
Engagement letter software for CPAs works with the rest of the front office
Proposals
Send the proposal and the letter together, or the letter on its own.
Proposal software for accounting firms →Pricing and quoting
Where the fee in the letter is calculated from.
Pricing software for accountants → Fold 08 · AmendmentsJobs and workflow
Fold 08 · Amendments
Accounting workflow software →What CPAs ask before they switch
A CPA engagement letter is the written agreement between your firm and your client. It sets out the services you will perform, the fee, what each side is responsible for, and the terms that govern the work.
No. FigsFlow ships pre-drafted CPA engagement letters, and every clause is editable. You can adopt the set as drafted, rewrite any clause, or replace it with wording your firm already uses.
Yes. Edits made to one client's letter apply to that letter only. Your approved clause set stays as it is, so the next letter starts from your wording rather than the last edit.
Yes. Signature covers engagement letters, proposals, consents and firm documents, with as many signatories as the engagement needs. It is not e-file signature authorization, so it does not cover Form 8879 or Form 8878.
No. FigsFlow calculates the fee from the pricing your firm has set up and the services selected on the engagement. You can override the figure on any letter.
The engagement is re-scoped and a new version of the letter is issued from the same approved clause set. The superseded version stays on the client record.
Bring an engagement you are scoping this week
We will build the letter on screen: your services, your entity type, the fee from your pricing, and the clauses you would want to change.
Once the letter is signed, the scope it carries becomes the jobs your team works to. Jobs, tasks and deadlines
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