Engagement letters
Send the yearly engagement letter to every client from one template.
ACCOUNTANTS & BOOKKEEPERS
Approvals in days,
not weeks.
Every year the same chase: engagement letters, authorisations, sign-off on the annual accounts. Send them in one go and let reminders do the chasing.
THE DOCUMENTS YOU SEND
Authorisations
Permission to file on the client’s behalf, signed and dated.
Annual accounts sign-off
The client approves the final figures with a signature you can prove.
A TYPICAL DAY
How it works for accountants & bookkeepers
- Save your engagement letter as a template.
- Send it to each client; add the second director as an extra signer.
- Automatic reminders follow up for you.
- File the sealed PDFs with the client record.
WHY IT FITS
- Automatic reminders
- Audit trail for your file
- Team of 3 on Business, 10 on Scale
- API access to connect your practice software (Business and up)
Most accountants & bookkeepers teams choose Business. Start on Free and upgrade when you need more.
ACCOUNTANTS & BOOKKEEPERS QUESTIONS
Good to know.
Does this replace a qualified signature for tax filings?
No. Esyned provides electronic signatures with an audit trail. Where a qualified signature or official login is required, use that.
Can colleagues share the work?
Yes. Business includes 3 team members sharing 150 documents a month.
Try it with your next engagement letters.
Free plan: 3 signature requests a month, no card needed.