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.

Painless Drafting


Built-in Regulatory Compliance

Improved Client Relationships

Lower Engagement Risk

How it works:

The Engage workflow is straightforward and user-friendly.
Create a new engagement.

You Create a New Engagement in Seconds

  1. Add your client’s contact information.
  2. Choose a tax year.
  3. Select a fee structure and deposit.
  4. Click ‘Save’.

Learn more about Creating Engagements

Your client completes the engagement.

Your Client Completes the Engagement Letter

  1. Your client reads the engagement letter online.
  2. Your client sets up a credit card payment.
  3. Your client clicks ‘Agree & Pay’.

Learn more about Client Onboarding

Track your engagements.

You Track Your Engagements

  1. Active client engagements are listed in the client dashboard.
  2. A signed engagement letter is added to the client file.
  3. The fee deposit is transferred to your account.

Voila! The client engagement is active.

Learn more about the Engage Dashboard

Finish the engagement and get paid online.

You Finish the Engagement and Get Paid, Hassle-Free

  1. Your client gets a closing letter and a final invoice.
  2. 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

Get started with Engage by reviewing our Help Articles, or contact us if you need additional assistance:

(415) 891-2013

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:

Share This