Are you engaging your clients in a compliant way?

Business

When was the last time you updated your engagement letter? The Tax Practitioners Board recommends engaging your clients annually, at a minimum.

Promoted by Practice Ignition • 25 May 2021 • 1 minute read

We know you don’t have time to formally engage your clients every year, despite the recommendation from the Tax Practitioners Board & membership bodies (CPA Australia & Chartered Accountants Australia & New Zealand).

To make this process easier, Practice Ignition has partnered with CPA Australia, Chartered Accountants Australia & New Zealand to provide approved engagement letter templates within their award-winning product.

As we approach 30 June, engagements will form a critical part of your client relationship cycle. A formal engagement process gives you the opportunity to properly review scope, understand whether you’ve met expectations and ensure you’re getting paid for all the value you deliver.

You can access the free engagements templates by signing up for a free 14-day trial here.

To understand what to include, how often you should send and why you should consider your engagements process, download our free Guide to Compliant Engagements, part of our Fixed-Fee Playbook written by Rebecca Mihalic, CA & Director at Business DEPOT.

Download the free guide.

How can we help you this EOFY?

Practice Ignition will also create beautiful, bespoke proposals to go alongside your engagement letter which is automatically formatted. Your client can enter their payment details and sign digitally on any device - then, the magic happens! Payment is automatically collected and invoices are raised & reconciled in your cloud accounting system.

There’s never been a better time to streamline your engagement process!

Start your 14-day trial here.