For bookkeepers and tax preparers
Engagement letters for a season that ends in April.
$4.99 a month. Pause it once filing season is over. Your clients sign on their phone — no account, no app, no printer. No annual contract.
- A real engagement letter template, scoped for bookkeeping or tax prep
- Clients sign on their phone — no account, no app, no printer
- Pause your subscription once the season quiets down
- $4.99/month, one seat, no annual contract
First 3 documents free. No card.
The real math
You're not signing a single new client in July. Why pay for software like you are?
Most e-signature tools bill you the same in August as they do in March. If your engagement letters cluster January through April and the rest of the year is renewals, referrals, and the occasional off-cycle client, you're paying for eight months of signing software you barely open. Pause DocuAgree with one click once filing season winds down, and pick it back up when next January's intake starts — your engagement letter template, contacts, and past documents stay exactly where you left them. A per-seat annual plan can't do that, because it was never built to be turned off.
Ready to use
A real engagement letter, not a generic contract
Built for the way bookkeepers and tax preparers actually open a client relationship — fill in the brackets and send. Every word is editable first.
Your client signs before the first invoice goes out
Send the engagement letter, and your client opens it on their phone — often the same day — reads the scope, signs, and it's done. No account to create, no printer, no scanner, no chasing a paper copy back. You get the signed PDF and a full audit trail the moment they finish, before you've touched a single ledger entry.
If it's ever questioned
Built to hold up, not just to look signed
Every engagement letter sent through DocuAgree captures consent, intent, and server-side attribution — never trusted from anything the client submits — then gets a SHA-256 document hash and a certificate of completion, automatically. ESIGN Act and UETA compliant, on every document.
How it works
- Start from the engagement letter template, or upload the one you already use.
- Add your client's name and email, and drop in signature fields.
- They sign on their phone. You get the signed copy and audit trail the moment it's done.
30 seconds, start to signed.
Ready to send your first engagement letter?
First 3 documents free, no card. $4.99/month flat after that, one seat, pause anytime the season slows down.