Practice Ignition now includes CPA Australia Engagement Letter templates.
*Please allow up to 1 business day to confirm your CPA Australia member number and pre-populate your trial account.
The engagement letter process is a critical process that accounting firms need to address to be in compliance with the standards of the APESB and by-laws of CPA Australia. Best practice would see you review engagement letters annually and with every change of scope/work. CPA Australia is working together with Practice Ignition to help members save time & stay compliant.
Practice Ignition has been a lifesaver for our firm. Since we started using it, the amount of time I spend doing monthly billing has declined from 8 hours to 1 hour. We have almost no accounts receivable, because the majority of our clients pay up front when they accept their proposal, or are on monthly recurring auto-draft."
Absolute game changer. The ease of setting up proposals, engagements and recurring billing make this an absolute essential in the All In Advisory cloud stack. It's integration with Xero to deliver automation is the icing on the cake and is a great way to provide a seamless professional first impression to potential clients."
Sound Tax & Accounting
All in Advisory
Save time and stay compliant
Practice Ignition automatically creates your proposal & engagement letter, raises invoices and reconciles payments all from your clients signed proposal.
It takes around 3-5 minutes to create a bespoke engagement letter using the CPA Australia Engagement Letter template.
Practice Ignition automatically amends your client engagement letters based on service templates and standardized terms. You’ll save time and Practice Ignition’s integration with Xero and QuickBooks Online means you’ll eliminate the need for copy and paste or ‘Find and Replace.’
Our onboarding team will help you set up your template library and standardized terms, including the CPA Australia template. Practice Ignition will then automatically update the following details for each new proposal:
Correct contact details of clients
A consistent description and scope of services across your clients
An outline of agreed fees and payment terms - retainer, on completion, or fixed recurring for example
Your client will then be able to:
Review and sign the engagement letter on any device. They’ll even get reminder emails if they’re slow to sign.
Enter their payment details - both direct debit and credit cards are accepted (fees apply)
CPA Australia is one of the world's largest accounting bodies with a global membership of 168,736 members in more than 100 countries around the world (as at December 2020). The integration allows for members to utilise the CPA Australia Engagement Letter template inside Practice Ignition's award-winning platform.