Engagement Letters For
Accounting Firms.
Get Them Signed and Filed Without the Chase.

No. Your client opens the letter through a branded, secure link and signs in a private session - no account to create, no password to remember, no portal to log into. The experience is the same whether they sign from a laptop or their phone.

No. eSignatures are built into Workiro and included as standard, so there are no per-envelope DocuSign fees. The moment your client signs, the letter, the signature and the surrounding conversation stay together in one time-stamped record - not scattered across a separate signing app.

It files itself automatically against the right client record - no downloading and re-uploading. Sitting alongside it is the full history: who signed, when, and every earlier version, in one clean, chronological audit trail.

Yes. Upload your firm's standard templates, tag the reviewers who need to approve them, and co-author in Office 365 with every change tracked. You write the letter the way you always have - Workiro handles the review, signing and filing around it.

Yes. Workiro supports multi-party sign-off with automated reminders, so each signer is chased without you lifting a finger. Partners and clients sign with clear ownership, and initials or signatures can be placed anywhere in the document - from a phone if needed.

Yes, in seconds. Search across your files - including the text inside PDFs - to pull up the exact letter, then show the audit trail: the signed copy, who signed it, when, and every version leading up to it. Defensible in minutes, not a hunt through inboxes and drives.