JoA: The Importance of Engagement Letters

Sarah Ference, the risk control director at CNA, writes in the Journal of Accountancy that engagement letters serve many purposes: they strengthen the CPA-client relationship by clearly communicating the terms of service and defining the division of responsibilities...

Customer Driven Innovation

Now That’s What I Call Customer-Driven Innovation By Matthew Rhodes San Francisco-based CPA and tax lawyer Jim Hastings is no stranger to software that makes lofty promises of saving him time and money. Over the years, he’s used numerous services and tools to help run...

About Us

Pine Street Cloudware was founded by professionals with specific expertise in law, accounting and technology.  Our focus is improving the current transition from paper processes to an electronic workflow in the accounting industry.  We launched Engage in 2017, a...
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