Solutions

Engagement Letters & Proposals

Kickstart every client relationship on the right foot with FeeSynergy Engage—a seamless, end-to-end solution for issuing, tracking, and storing engagement letters and proposals, so your firm stays compliant, efficient, and client-focused.

Benefits

Stay compliant, efficient and client-focused with a seamless, end-to-end solution for issuing tracking and storing engagement letters and proposals.

Workflow Transparency

Leverage FeeSynergy’s advanced workflow to see exactly which clients have been sent, signed and returned their engagement letters. All documents securely stored within FeeSynergy for easy retrieval.

Customization & Scale

Unlimited templates, unlimited free signatures, unlimited sending of engagement letters and full reporting capabilities, available with or without Direct Debits.

Compliance & Integration

Generate letters in accordance with industry standards (e.g. APES and TPB) and integrate with your practice management systems.

How it works

Enable quick, compliant client onboarding by creating and sending engagement letters or proposals using your approved templates, then let clients sign digitally at their convenience. Everything’s tracked and stored securely.

The Process

1 Generate engagement letter or proposal via the FeeSynergy platform and send to client

2 Client reviews and digitally completes via the platform

3 Completed document automatically sent to client and firm

Engagement letters made easy

Lay the groundwork for faster onboarding, predictable cash flow and crystal clear audit trails.

Unlimited Engagement Letters & Proposals

Send as many engagement letters and proposals as you need, all included in the initial cost of the product.

Firm-Branded Template Library

Update your branded templates whenever you like.

Digital signatures

Make it easy and secure for your clients to sign. [FREE digital signatures]

Integrated Recurring Direct Debit

An automated, simple and effective payment option.

Real time status tracking & reporting

Understand the status of your client arrangements at a glance.

Practice management integration

We integrate with your practice management system by synchronising each hour.

Automated Renewal & Reminder Workflows

FeeSynergy’s workflow will remind you and your clients where a signing action needs to take place.

See FeeSynergy in action

Book your demo today

Testimonials

Hear from our happy & satisfied customers

Moore Australia (Vic) has been a long-standing client of FeeSynergy. Initially, we utilised their software, and now we benefit from their outsourced accounts receivable services. The account receivable team, led by Dean Phillips, stands out for their exceptional approach. Rather than simply chasing money, they treat clients with respect and work collaboratively. Our Directors have never felt more comfortable with someone calling their clients than they do with Dean. FeeSynergy have significantly improved our cashflow and helped us to maintain strong client relationships; Dean has even helped us to generate additional revenue through the relationships he has created.

We highly recommend FeeSynergy to any accounting or legal firm looking for reliable and effective AR solutions.

Moore Australia (Vic)

We’ve seen a big improvement in debtor days since using FeeSynergy’s Collect System. Clients appreciate the friendly reminders and payments come in much quicker. The direct debit option included within FeeSynergy is also very beneficial.

Geraldine Adam

Coote Family Lawyers

Engaging the FeeSynergy Outsourced Accounts Receivable Service has totally transformed our debt collection system.

The service fits perfectly into our business but more importantly allows the accounting team to get out of the way of the collection process and back to doing the work!

It solves the two great business problems – time saved and improved cash flow

Collins Hume

The FeeSynergy Collect System has transformed our debtor management process. It’s streamlined, automated, and delivers results — reduced debtor days, improved cash flow, and a more professional client experience. It’s become an essential part of how we operate.

Sarah Cox

WSC Group

The FeeSynergy Collect platform has improved the way we manage Debtors and had a positive impact on our debtor days. It is easy to see both at a global and detailed level what and who our aged debtors are. The team at FeeSynergy have always been very prompt and helpful with any queries we have.

Christine Kearton

Hamilton Morello

Outsourcing through FeeSynergy has been a smart move for our firm. It’s allowed us to free up internal resources, focus more on client relationships, and ensure key administrative tasks are handled efficiently and professionally.

Tom Walsh

Walsh Accountants