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, BrightManager, you can generate personalised Letters of Engagement effortlessly, establishing a framework for the work you’ll perform and how fees will be charged.

With BrightManager’s Companies House 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 BrightManager will automatically compile the correct associated policies, terms and obligations and send them to your client. Added bonus: The compliance deadlines pulled from Companies House become the foundation of your automated task list within BrightManager.

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.

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.

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This content may have been developed with the assistance of AI tools. Content is reviewed by a member of the Bright team before publication. Guidance on legislation can be obtained from your industry body.