by James Hastings | Nov 11, 2020 | Company, Engage News & Updates
Engage for CPAs was built by CPAs specifically for CPA practices. It’s most popular features are (1) automation of basic administrative tasks; (2) the ability to collect advance fees from your clients; and (3) top notch engagement letters and CRM letters. All of...
by James Hastings | Feb 4, 2020 | Engage News & Updates
I closed my law office after 8 years to found a startup. This six-part series explains how I evaluated the opportunity; the steps we took to build the app; and how we brought the app to market. Why I Started Engage Part I, the problem Using engagement letters in my...
by the Engage Support Team | Jan 30, 2020 | Engage News & Updates
Why I Started Engage: Part III, Market Analysis This is the third part of a six-part series answering the question of why I stated Engage for CPAs. Part I explains why using engagement letters is important for accountants. Next, Using Engagement Letters in my Practice...
by the Engage Support Team | Sep 12, 2019 | Engage News & Updates
In the AICPA’s latest Tax Adviser column, Steven Kurinsky explains how to evaluate new technology, demo software and foster commitment among colleagues and employees when implementing new software. Kurinisky describes the different processes that make up the...
by the Engage Support Team | Dec 20, 2018 | Engage News & Updates
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...