Engagement letters signed before tax season.
Send engagement letters, authorizations and year-end packages to hundreds of clients without chasing a single one by hand.
What accounting teams send
The documents, ready as templates.
Engagement letters
CRA authorization forms (T1013, RC59)
Year-end review packages
Payroll and bookkeeping agreements
Client onboarding forms
Fee changes and renewals
Why it fits
Three things accounting teams use most.
01
Bulk send for tax season
Upload your client list and every client gets their own engagement letter, filled in.
02
Reminders that respect clients
First nudge after a few days, then on your schedule, never on weekends.
03
Records for seven years
Retention rules keep signed letters as long as your professional body requires.
Usual planTeams
Most accounting teams start here. You can change at any time.
Can I send the same letter to 300 clients?
Yes. Save it as a template, then use Bulk send with a spreadsheet of names and emails.
Do signers pay?
No. The people you send to never pay, never sign up and never install anything.
Where is our data stored?
In Canada by default. Enterprise plans can choose another region.