Engagement Letters
Engagement Letter Software for Australian Accounting Firms
Send engagement letters and proposals with reusable templates and capture electronic signatures inside your firm-branded client portal.
Why firms choose TaxAgentPortal
Reusable template library
Build and version engagement letter templates for every service line.
Electronic signatures included
Typed or drawn signatures captured inside the portal, no separate e-sign fee.
Multiple signers
Send to individuals, spouses, partners and directors — with firm countersignature.
Full audit trail
Signature identifier, timestamp, IP and consent captured with every signed record.
Linked to the client and job
Signed letters live against the correct client, entity and job.
Reminders
Automatic reminders for outstanding signatures.
How firms use it
Annual engagement renewals
Roll a template forward to a new year and send in bulk.
New client onboarding
Combine engagement letter, checklist and document requests in one flow.
Advisory work
Scope proposals with structured deliverables and signed acceptance.
FAQ
Frequently asked questions
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