Smarter Week

How to automate it

How to automate “prepare engagement letters and get them signed”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, once a week
70%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Send engagement letters from templates with e-signature and payment

Ignition, Anchor, Karbon, TaxDome and Clio send engagement letters from templates, collect signatures and payment details, and renew them automatically each year.

Typically saves about 60% of the time2 h to set up
  1. 1Turn each service into a template letter with standard terms and pricing.
  2. 2Send from Ignition, Anchor, TaxDome, Karbon or Clio with e-signature.
  3. 3Connect payment collection so billing starts on signature.
  4. 4Turn on automatic annual renewal.

Tools: Ignition · Anchor · TaxDome · Karbon · Clio · DocuSign

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Accountant / Bookkeeper (firm)

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

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Other common tasks for Accountants / Bookkeepers (firm)