Draft engagement letters from reusable templates, drop in client and engagement details with merge fields, and send a secure link for the client to review and sign — all tracked from draft to signed without printing, scanning, or chasing.
From the moment you send a letter to the moment it is signed, you always know exactly where it stands.
Build a library of engagement letter templates organized by service type. Drop in merge fields and let CPA Buddy fill in the real client, engagement, and fee details for every letter you generate.
Start from built-in templates, customize them for your firm, or write your own. A Source badge marks each one.
Set an optional country on a template, or leave it blank to apply everywhere your firm works.
Send a secure link and the client reviews and signs online. They draw or type their signature, agree to the terms, and you both get a confirmation — no printing, scanning, or PDF email attachments. The signed letter is filed alongside your other client documents.
Clients sign the way they prefer, on any device, with an explicit agreement to the terms before accepting.
Resend a reminder with one click if a letter goes unsigned, or cancel it if plans change.
The signed letter is stored with the engagement and a confirmation copy is emailed to the client automatically.
A simple, repeatable flow for every engagement letter your firm sends.
Start from a system or firm template by service type — or from blank.
Insert {{variables}} and CPA Buddy substitutes the real client and fee details.
Email a secure link. The client reviews and e-signs — no account needed.
The signed letter is saved with the engagement and emailed to the client.
You send a secure link by email. The client opens it without needing an account, reviews the letter, and signs by drawing or typing their signature after agreeing to the terms. A confirmation copy is emailed to them automatically, and the signed PDF is stored with the engagement.
Merge fields are variables like {{client_name}}, {{engagement_title}}, {{fee_amount}}, and {{letter_date}} that you insert into a template. When you generate a letter, CPA Buddy replaces them with the real values for that client and engagement, so letters are accurate and personalized without manual editing.
Yes. Each letter has a status — Draft, Sent, Viewed, Signed, Declined, Expired, or Cancelled — so you can see whether the client has viewed it and whether it has been signed. You can resend reminders or cancel a letter at any time.
No. You can start from built-in system templates, customize them for your firm, or create your own. Templates are organized by service type, so you reuse consistent language across tax, bookkeeping, audit, advisory, and other engagements.
Engagement letters connect to the rest of your client work in CPA Buddy.
Stop printing, scanning, and chasing signatures. Start your 30-day free trial and send your first engagement letter for e-signature today.
30-day free trial. No credit card required. Cancel anytime.
