Don’t sweat it, automate your Letters of Engagement

Onboarding process can be tedious at the best of times, but did you know you can utilise software to help you issue Letters of Engagement? With Bright’s practice management solution, AccountancyManager, you can generate personalised Letters of Engagement effortlessly, establishing a framework for the work you’ll perform and how fees will be charged.

With AccountancyManager’s CRO integration, client details (including their accounting deadlines) are pulled through at the click of a button, populating the software directly. This saves you the hassle of waiting for clients to send over any onboarding details you need. Then select the specific services you’re providing your client and AM will automatically compile the correct associated policies, terms and obligations and send them to your client. Added bonus: The compliance deadlines pulled from CRO become the foundation of your automated task list within AccountancyManager.

Proposals are automatically generated in the software for you, and you can edit the template to your liking. You can then send the proposal to the client through the system. Once they accept, they’ll receive a Letter of Engagement to sign online. This means no more writing up templates in Microsoft Word, no more unnecessary paperwork cluttering up your desk space, and no need for clients to download, print and scan documents to sign. As best practice, when creating a Letter of Engagement, we always recommend to check the latest requirements from regulatory bodies.

Why not automate your audit letters too?

Get compliant faster with Surf's Documentation package. You can create audit engagement, representation, and bank confirmation letters, in just a few clicks. You can easily navigate through our compliance module to select which letter you want to create, and make any changes quickly and easily with our direct editing features.

The key takeaway? Technology

As an accountant, investing in smart solutions can save you time, streamline your processes, and prevent hefty penalties. To find out more about how practice management software can streamline your processes, join a free demo below.

“AccountancyManager just makes life so much easier for firing out letters of engagement and the Client Portal.” - Caroline Hocking, Mona Accountancy

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Don’t sweat it, automate your Letters of Engagement