1. Customisable Templates
Each client has different needs. That is why a one-size-fits-all template simply will not do. The best engagement letter management for tax advisers will provide ready-to-use templates that can be customised to match:
Specific tax advisory services
Client preferences (eg: tone, language or branding)
Tax advisers should choose software that allows them to easily customise templates to match their services and uphold their firm’s professional standards.
2. Automated Workflows
Automation is a lifesaver to busy tax advisers. The right engagement letter software must:
Instantly fill client details in proposal management
Keep track of where each engagement letter stands — sent, signed or waiting for approval
Send friendly reminders to clients who have not signed yet
These tools save tax advisers time, reduce errors, and let them pay more attention to their clients.
FigsFlow offers all these and much more. That is why the smart tax adviser has got to choose FigsFlow. Why not contact us today for what we have in store?
3. Digital Signature Integration
In today’s digital world, nobody wants to print, sign, scan and email documents. Digital signature integration means a seamless signing process for clients.
Clients can sign letters from their smartphones, tablets or computers
Completed documents are instantly saved and accessible
This feature speeds up the onboarding process and improves your clients’ experience.
4. Compliance and Security
Tax advisers handle clients’ sensitive financial information. The best engagement letter software ensures that the developed engagement letters are:
Compliant with legal and industry standards, for example, GDPR, IRS guidelines
Kept safely
This feature protects tax advisers from legal risks and builds client trust by safeguarding their data.
