Built by CPAs for CPAs
Engage makes engagement tracking a breeze. It generates sophisticated engagement letters and client service documents to structure the transaction so you can easily track your engagements and get paid online.
Built-in Regulatory Compliance
Improved Client Relationships
Lower Engagement Risk
How it works:
The Engage workflow is straightforward and user-friendly.
You Finish the Engagement and Get Paid, Hassle-Free
- Your client gets a closing letter and a final invoice.
- Your client pays online.
Now you just have to figure out what to do with all the time you just saved.
Ready to get started? Sign up today
Insights from Our Users
Don’t take it from us. Listen to what some of our early adopters are saying:
“The Engage platform is incredibly user-friendly… adding a client and sending out an engagement takes only minutes. The tedious work is done for you, so I can actually concentrate on the client’s needs.”Diana T.
“Engage allows me to spend more time on billable, value-added services while giving me the peace of mind that comes with a carefully thought out engagement letter.”Shawn Greene
Top-Notch Security & Support
We built Engage to make your work easier, and that’s why it’s so important to us that we are always available for our customers. Contact our support team with any questions or concerns, and we’ll respond as fast as we can.
We also take security very seriously. Your data is fully encrypted and backed up daily. All transactions are fully PCI compliant and carried out by Stripe. You can read more about Stripe’s security practices here: https://stripe.com/docs/security/stripe.