Automated Client Engagement Letters

Engagement letters prepared in minutes.

Set the right expectation with automated engagement letters that outline your services, pricing, billing frequency, and engagement terms. All in one easy-to-sign online proposal.

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Average based on thousands of reviews

Average based on thousands of reviews

"With all the templates at the touch of a button, client engagement gets done within a day versus weeks. Ignition has been life-changing for our team."

Kristen Keats

Sherwood Accounting & Tax
"Last year, sending out new engagement letters for monthly clients was so time-consuming. It took me three months to get them all done. I sent out nearly 35 engagement renewals and price increases in an hour on Monday."

JO

Jonathan Godwin

Godwin & Associates
"Ignition eliminates the burdensome task of creating engagement letters and obtaining client signatures."

Adam Puckett

Delap LLP

Make engagement letters a breeze

With Ignition, your engagement letter or contract terms form part of your proposal to save you time. Get a head start using our legally vetted, industry standard terms, or upload your own. You can even access engagement letter templates from selected accounting industry bodies. Less errors, less admin, while keeping you compliant.

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Get confident on compliance

Once a client signs and accepts your proposal, we’ll automatically convert it to an engagement letter so you’re always covered. We keep a history of legally binding e-signatures for your records to help you stay compliant.

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More signatures, more peace of mind.

Allow multiple decision makers to review and sign your engagement letter. With Ignition, up to ten people can review and sign a single proposal outlining your engagement terms, safeguarding your business.

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More engagement letter features

: Make it easy for clients to digitally sign your proposal and engagement terms, wherever they are. Clients simply select the package, provide payment details, then sign online - it’s that easy.
: Collect payment details when clients review and sign your engagement letter to automate payment collection from day one. It’s never been easier to pay and get paid.

Frequently Asked Questions

: Ignition enables your business to automate and optimize client proposals, billing, payment collection and workflows - improving efficiency, cash flow and profitability.
: You can use Ignition for any type of billing set-up. Billing is flexible and can adjust based on your engagements or services. Ignition gives you the option of setting recurring, up-front, hourly and project based billing. Learn more here.
: You can view pricing here. Ignition offers a 14 day free trial, and after that, if you choose to continue using Ignition, it is one flat monthly fee that you can cancel at any time, or you can pay annually and receive a discount.
: Get peace of mind that help is always within easy reach when you sign up to Ignition. All plans include access to our world-class customer service and support team, live and on-demand training and education webinars, online learning resources, and product certification to help you make the most of Ignition
: Although Ignition was built with accounting firms in mind, we work with a variety of professional service providers and customers across several verticals. If you are in the business of providing services and charging for recurring services, or sending out proposals, quotes, projects, and engagements, Ignition can benefit your business.
: No, you don’t have to ask your clients to download another app. The client experience is seamless and all digital. All communications in Ignition are managed by emails or direct web links for proposals.