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Proposals, engagement letters, and consents for accounting, tax, and bookkeeping firms

Proposals your clients actually sign. One client or your whole book.

Build a proposal from your own services and prices, send one link, and your client chooses their options and signs on their phone. Do it for one new client today, or for every client at renewal time.

Start free with 10 creditsTry it yourselfSee pricing

No card needed for the trial. No per-seat fees. Unlimited staff and clients on every plan.

  • One link, no client login
  • Signed on a phone in a couple of minutes
  • A signed PDF with an audit certificate
  • Sends to your practice software (basic integrations)

Three ways to use it

Everything you need to get it signed

One-offs for a new client, a full renewal season, or an offer on your website.

No client login

One link by email or text. Clients review, choose, and sign on their phone. No portal, no password.

Know where every client stands

Opened, signed, or declined with a reason, and you're notified.

Know why they said no

Clients can decline and pick a reason, so you can follow up instead of guessing.

Priced the way you bill

Flat, per form, per hour, monthly or quarterly, or billed as used (for example, $20 per 1099 they bring).

Engagement letters and consents

Send them with a proposal or on their own, months later if you like.

Your catalog, your look

Build each proposal from your own services, packages, and add-ons, and change a price once. Arrange blocks on the page, pick your fonts and colors, and preview with a real client.

Rules, not spreadsheets

Say which clients get which services, and prices still come from your catalog. Preview exactly what each client will get, with their own options and prices, before anything sends.

Signed PDF and certificate

Every signature records who, when, and a fingerprint of the exact document.

Hands off to your tools

Signed proposals go to your practice software through basic integrations (webhooks) with n8n or Zapier.

Renewal season in four steps

Set it up once. Each season after that is a few minutes of review.

  1. Import your clients

    Upload a CSV from your current software. Last season's prices and counts come with them.

  2. Build the campaign

    Pick who gets one, set rules for some clients, and choose how prices change.

  3. Review and preview

    See every client's proposal and its total before anything sends. Adjust anyone by hand.

  4. Send and get signed

    Batches go out on your schedule. Clients choose, sign, and you're notified.

Already have engagement letters in your portal?

Here is what sending proposals with EngageCycle adds.

  • The proposal and the letter are separate

    Send the proposal now and the engagement letter months later, when it's needed.

  • Options for each client

    Add-ons and rules give each client their own options, not three fixed tiers.

  • Clients can say no, and why

    A client can decline and tell you why, so you know what to change.

New clients, too

Put a price on your website

An offer asks a few questions, shows a live price, confirms the prospect's email, and lets them sign, all from your site.

  • Put it on your website, share a link, or print a QR code
  • Answers shape the proposal with the same rules as your campaigns
  • A credit is used only once a prospect has confirmed their email
  1. 1A prospect answers a few questions
  2. 2Sees their price, live
  3. 3Confirms their email with a code
  4. 4Chooses, signs, and becomes a client

Any service you sell, any business you run

Accounting firms use EngageCycle for engagements and renewals. The same catalog, rules, and signing work for any service business with clients who come back.

  • An accounting firm

  • An IT provider

  • A landscaper

  • A cleaning company

Start with 10 free credits.

Import a few clients, build a proposal, and sign one yourself in about ten minutes.

Start free with 10 creditsBook a 15-minute walkthroughRead the guide