The engagement letter and correspondence
Generate the compilation engagement letter and manage your reusable letter templates.
Generate the engagement letter
- 1Open Engagement letter with the right client selected.
- 2Check the details pulled automatically from the client sheet and your firm profile.
- 3Generate the document, then print it, export it to PDF or email it for signature.
Your letter templates
The Correspondence page keeps your reusable templates (letters to tax authorities, confirmations, follow-ups). Create a template once, reuse it for all your clients: the client's fields fill in automatically.
To send letters by email from your own address, connect your Gmail account in the firm profile. See The firm profile.