Use case
Engagement letter software for accountants
Onboard new clients with a templated engagement letter and terms of business. Pre-place signature fields, send from the first meeting, and get the signed letter back before you leave the room.
Why templates matter here
Engagement letters follow a predictable structure. The signature positions, terms, and document layout are largely the same for every new client. This makes them ideal for templates.
With PractiSign, you create the template once: engagement letter, terms of business, and optionally a direct debit mandate. Save the field positions and recipient roles. For each new client, select the template, add the client’s details, and send.
Template once
Save your engagement letter with pre-placed signature and date fields
Send in seconds
Select the template, add the client, and send. No field placement needed
Signed quickly
Clients sign on their phone immediately, even during the meeting
A typical engagement workflow
Example pack
New client onboarding
- 01Engagement Letter
- 02Terms of Business
- 03Direct Debit Mandate
- 01
Set up your template
Upload your standard engagement letter and terms of business. Place signature, date and name fields. Save as a reusable template with a 'New client' signer role.
- 02
Start a new engagement
Select the template, add the new client's name and email. The fields are already in position, so just review and send.
- 03
Client signs immediately
The client receives a mobile-friendly signing link. They can review and sign the engagement letter on their phone right away, even while you're still in the meeting.
- 04
Onboarding complete
The signed engagement letter and terms are stored in PractiSign, linked to the client record. Download any time with the evidence record.