Bookkeepers
Forty clients, forty current letters.No administrator required.
Build the engagement letter and the monthly fee schedule from one service list, send them to every client, and know which ones came back.
No credit card required.
PROP-004
Letter of engagement 2026/27
Prepared for Okafor Design Ltd by Hartley & Co
One-off fees
charged once
| Service | Fee |
|---|---|
| Annual accounts and corporation tax | |
| Subtotal | |
| VAT | |
| Total |
Fees are shown per billing period. Amounts for different periods are listed separately and are not added together.
Ready to go ahead?
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
Priced 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, and they are never added into a single total.
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 priced 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.
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
Envelope information
- Envelope ID
- 9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58
- 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
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.
Your service list
Bookkeeping, payroll, VAT and the year-end handover, each with the monthly or quarterly fee against it, so a client who has outgrown their fee becomes a new letter rather than a conversation you keep putting off.
Every service you sell with its fee, how often it is charged and its VAT treatment, held in one place rather than in three versions of a spreadsheet.
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, their documents, and whether each one is currently under an agreement, worked out from what they actually signed.
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?
Is an electronically signed engagement letter legally binding?
What happens when our fees change?
Can clients sign on a phone?
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.
The four things it does, in your documents
The product does the same four jobs for every firm. This is what each one looks like in yours, and each page describes the job in full.
Proposals and engagement letters
Priced from the same list for every client, so the fortieth letter takes as long as the first, and the client accepts it on a phone the evening it arrives.
Proposals and engagement lettersClient onboarding
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.
Client onboardingContracts and renewals
The annual fee update goes out to every client from one template, each getting their own link and signature, with the new fee schedule built per client from your service list.
Contracts and renewalsSelf 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 yourselfWhat to read next
The parts of the help centre this page assumes, in the order you would meet them.
- Building your service catalogueSet up the services you sell once, and reuse them on every proposal.
- Building a proposalAdding services, writing the letter, and previewing what the client will get.
- Creating a templateSet up a document you send often, with the fields already in place.
- Sending the same document to many peopleSend one template to a list of recipients from a spreadsheet.
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.
No credit card required.