What about clients with different services?

Each letter reflects that client’s engagement: tax prep only, tax plus bookkeeping, the trust return you do for their mother.

How do I follow up on unsigned letters?

The outstanding list is one view, and resending takes one click. Follow-up stops depending on your memory.

Solo practitioners / Engagement Letters

Cranston drafts each engagement letter from your template and the client services. It tracks each letter until the client signs it.

One template, every client covered

Signatures tracked in one list

No unbilled scope creep

Cranston prepares and tracks the annual engagement letters.

Start from your letter
Your engagement template, your terms. Cranston fills in each client’s name, services, and fees.
Letters go out in a batch
Send the annual letters to all clients in one batch.
Signatures come back tracked
Who signed and who has not, in one list, with the signed letter and its evidence stored on the client.
Work starts covered
When documents arrive from a client, you already have the signed engagement on file.