Engagement letters are a critical element of your accounting firm, and for the most part, are a requirement of your professional body's membership. Far too many firms have outdated, or worse, unsigned engagement letters. This webinar covers what makes a good engagement letter and why you should have one for each client, for each engagement. You’ll also see how you can implement a robust engagement letter management system to keep track of your engagement letters, automate reminders to clients, enable digital signatures, and collect payment details in one platform.

Learning Objectives:

• Identify why engagement letters are critical in your practice


• List critical elements of every engagement letter, including payment terms


• Demonstrate how to automate reminders and enable digital signatures


• Recognize 5 tips for a smooth tax season through back-office automation