Engagement Letters & Proposals
For many accounting firms, the process of issuing and maintaining annual Engagement Letters is an administrative headache. To solve this problem, FeeSynergy has created FeeSynergy Engage.
Choose a better way to work
FeeSynergy Engage ticks all the boxes...
This unique application enables accounting firms to systemise the end-to-end Engagement process.
FeeSynergy Collect’s advanced work flow engine provides complete transparency over which clients have received, signed and returned their engagement letters. The letters are saved within Collect or can be easily saved into the firm’s practice management or document management system. As a module of FeeSynergy Collect, there are no limits to the numbers of engagement letters that can by generated from the system – thereby encouraging firms to issue letters to all clients in accordance with APES and TPB industry requirements.
- Fully integrated with all leading practice management systems
- Customised engagement letters and proposal templates
- Fully encrypted multi digital signatures
- Bank approved recurring Direct Debit option – perfect for managing fixed fee arrangements (only $0.30 cents each)
- Rich tracking and reporting
- Unlimited Engagement Letters
- Unlimited Users
Engagement Letters and Proposal dashboard reports …
- Engagements by partner/manager
- Engagements sent and awaiting digital signature
- Engagements received
- Engagements ending soon
- and others …
FeeSynergy Engage Questions
The FeeSynergy Collect platform manages all aspects of debtor management. FeeSynergy’s view is that debtor management best practice starts from the moment a firm engages with a client to do work. It makes perfect sense that the Collect platform not only manages Engagement Letters but also the Proposal process.
Yes. FeeSynergy Collect Engage has an inbuilt recurring Direct Debit option which is perfect for managing fixed fee arrangements.
Yes. During the design phase our clients made it clear that they wanted to be able to use their own approved templates. These templates are set up in Engage and customised to suit the firm’s requirements by our experienced team.
No. You can have as many templates as you need for each of your business divisions.
Yes. Engage is extremely flexible and can be set up with a range of documents that will benefit from digital completion, work flow tracking and reporting.
FeeSynergy Collect is fully integrated with MYOB AE/AO, Reckon APS, Xero, CCH iFirm and GreatSoft. Engage is the perfect solution for all accounting firms irrespective of which PM system they use.
