How to Use Engage to Collect Advance Fees

A merchant selling on credit has a security interest in the goods that they are selling and can repossess the goods if the buyer fails to pay. Service providers, however, have no security interest in what they are selling. Once they perform the service, there is no...

5 Tips for Writing Invoices that Get Paid

Accountants sell their time and expertise by sending invoices to their clients. First, make sure to capture all time, both billable and non-billable, using a reliable system; second, write persuasive invoices that communicate the value of your services; and third,...

Engage is changing domains!

The Engage Team is continuously working to improve the platform, and as part of this effort, we will be changing our default domain structure to better reflect the relationship of our app and support site. The changes will not result in any downtime, but you should...

How an Engagement Letter Saved Manafort’s Accountant

Philip Ayliff testified at Paul Manafort’s trial about unreported offshore accounts and foreign financial interests.  Without his engagement letter, Ayliff might have been in a lot of trouble. Last August, Paul Manafort was convicted of five counts of tax fraud, one...

Why I Started Engage: Part II, The Solution

The question of why I started Engage is really three questions: what is the problem; why Engage solves the problem; and why I decided to start the company and build the app. Part I explains how engagement letters can improve a CPA’s practice and protect his or...

Using Engagement Letters in my Practice

The question of why I started Engage is really three questions: what is the problem; why Engage solves the problem; and why I decided to start the company and build the app. Below, I talk about the problems I was having in my practice and how I approached finding a...

Why I Started Engage: Part I, The Problem

The question of why I started Engage is really three questions: what is the problem; why Engage solves the problem; and why I decided to start the company and build the app. Part I, below, talks about why accountants should use engagement letters and why failing to...
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