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Bookkeepers

Forty clients, forty current letters.No administrator required.

Build the engagement letter and the monthly fee schedule once, send them to every client, and know which ones came back.

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Expires in 3 daysSend a reminder to the recipients who have not signed.
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Recipients

Everyone is asked at the same time.

  • R. HartleySignerr.hartley@hartleyandco.exampleSignedSigned 04/06/2026 11:02
  • J. OkaforSignerj.okafor@okafordesign.exampleViewedViewed 04/06/2026
  • Accounts, Okafor Design LtdCCaccounts@okafordesign.exampleSent
The sender's own view of a document out for signature. For a bookkeeper, that is the annual round of engagement letters, one of forty sent from the same template. Composed from a test document: one signer has signed, the others have not, and the reminder goes to only those who still owe a signature.

The three documents

The same three every month, which is exactly why building them by hand does not scale.

The letter of engagement

The covering letter, the schedule of what you actually do for that client, and your standard terms. Sent as one pack, signed once, and completing as a single record.

The monthly fee schedule

Set out per service and per period, which is how bookkeeping is charged: monthly bookkeeping, quarterly VAT returns, payroll per month, a one-off clean-up. Each carries its own period rather than collapsing into one figure.

The reissue

When a client outgrows their fee, takes on payroll, or you put your prices up, rebuild the letter from the template rather than editing last year’s file. It goes out as a new document with its own signature and its own certificate.

Where this sits in taking on a client

After the checks, before the work.

The engagement letter comes after you have decided to take the client on and before any of the work starts. It is the document that says what you will do each month and what it costs, and it is the one a practice with no administrator is most likely to be behind on.

Your client checks, the bookkeeping, the filing and the payroll stay in the tools that already do them. This carries the engagement letter, the signature and the evidence around both.

Put your services in one list, with fees

Monthly bookkeeping by transaction band, VAT returns, payroll per payslip, year-end preparation: one list, one price against each, one place to change it. Building a letter becomes picking from that list rather than editing a document.

Send the same pack to forty clients

A pack is one template with several documents in it, and it can go out to a list of clients from a spreadsheet, each personalised, each completing as its own signed record. That is the difference between a morning and a fortnight.

Know which letters are current

Every letter has a status and a date, and every signature is recorded with its time and IP address. When you need to know whether a client is on the old fees or the new ones, it is a list rather than a search through a mailbox.

Put your next engagement letter through it.

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What you can produce when someone asks

The question that catches a small practice out is rarely whether it has engagement letters. It is whether the letter on file is the one the client is actually working under, after fees moved and two clients took on payroll. What this gives you is a dated, signed version of each one, a certificate for each, and evidence that none of them has changed since.

The certificate

Produced automatically when the client signs. It lists the signature with its time, actor and IP address, a fingerprint of every document in the pack, and a QR code linking to an independent check.

Checkable without you

A client, their accountant or their bank can verify a completed document themselves, with no account and no login. It confirms the document, the signers and that the chain is intact; it does not disclose what the document said.

Verify a document →

CecurSign

Certificate of Completion

Completed
Subject
Letter of engagement 2026/27
Created
04/06/2026 09:12 UTC
Sent
04/06/2026 09:14 UTC
Completed
05/06/2026 16:41 UTC

Documents

Engagement letter and schedules.pdf (7 pages)

SHA-256: a4f1c9e0b7d3

Signers and recipients

  • R. Hartley (Signer)Signed 04/06/2026 11:02 UTC
  • J. Okafor (Signer)Signed 05/06/2026 16:41 UTC

Scan to verify

Envelope ID

9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58

The certificate a completed engagement pack produces. Shown with details from a test document.

What you would actually be using

The parts of CecurSign that matter to bookkeepers, and what each one does here.

Templates

One engagement letter, built once, that fits forty clients with only the services and the fees changing. For a practice with no administrator that is most of the job.

Build a document once with its fields, its signers and its reminders, then send it as often as you need without rebuilding it.

Sending for signature

A sole trader signs alone and a partnership signs together, from the same letter, without you sending two different versions and keeping track of which is which.

One person or several, in a set order or all at once, with a deadline and a copy to whoever else needs one.

Client records

Who is on which fee, who has agreed this year's letter and who has not, in one place rather than a folder of PDFs named after the client.

Your clients, and every document you have sent each of them, with its date, its status and its certificate.

Send to many at once

The annual fee update out to every client at once, each getting their own letter, their own link and their own signature, instead of forty mail merges and a lost morning.

One template out to a list, where every row becomes its own document with its own link, its own signature and its own record.

Reminders

The chasing happens without you being the person who does it, which matters most in the week you are closing forty sets of monthly books.

Chases that go out on a set pattern while something is unsigned, a nudge you can send by hand, and a deadline you set yourself.

What practices ask before they buy

The usual questions, answered briefly.

We are a two-person practice with forty clients. Is this too much software?
No, that is close to the shape this suits best, because the problem is volume without administrative help rather than complexity. Forty clients means forty letters, all slightly different, all needing reissue when your fees move. The work that costs you is producing thirty-eight of them and then knowing which ones came back.
Is an electronically signed engagement letter legally binding?
Yes, for the ordinary business documents on this page: an engagement letter, a fee schedule and standard terms. What settles a dispute is the record of which version the client agreed, when, and that it has not changed since, which is what the audit trail and the certificate are for. Some documents, such as wills and deeds, need extra formality and are not what this is for.
What happens when our fees change?
You rebuild the letter from your template rather than opening last year’s and editing it. It goes out as a new document with its own signature and its own certificate, and the earlier one stays on file as signed. Reminders exist for anything already sent and still unsigned.
Can clients sign on a phone?
Yes. The client opens the link from the email, reads the pack and signs on whatever they have to hand, with no account to create and nothing to install. The certificate records the time and the IP address either way.

If you are a larger practice with statutory audit or corporation tax work, the accountancy practices page covers the same ground with the monitoring-visit angle instead.

How it fits your documents

Send a document for signature, or sign one yourself. This is what each looks like in your line of work.

E-signature

A new client reads your terms, your privacy notice and the list of what you need from them each month, beside the letter, with a record of what they opened.

Sending for signature

Self sign

A supplier form, a declaration for a client's bank, or the form the accountant sent you as a PDF: signed by you alone, in one sitting, without a printer.

Signing something yourself

What to read next

The parts of the help centre this page assumes, in the order you would meet them.

Everything else is in the help centre.

Put your next engagement letter through it

Build one from your own services, send it to a real client, and look at the certificate that comes back.

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