Engagement Letter Software for Accountants
Build proposals from your service catalogue, attach the engagement letter, collect an e-signature and move the signed client straight into onboarding — all inside Remindoo.
Unlimited users · Per-client pricing · Built by a practising Chartered Accountant
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- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
- Sharp Accountax
- BS
- Otium Virtual Assistants
- BNW Chartered Accountants
- TaxAccolega Chartered Accountants & Tax Advisers
- iyouprint
Quick answer
Engagement letter software for accountants creates, sends and tracks signed letters of engagement. Remindoo combines proposal templates, a priced service catalogue, engagement letters and e-signature, then converts the accepted lead into a client with services set up, so onboarding and AML checks can start straight away.
What is engagement letter software?
It turns your Word engagement letter into a reusable template linked to the services you sell, sends it for signature and records who signed and when.
Why accountants need signed engagement letters
Professional bodies expect a written engagement setting out scope and responsibilities. Without a signed letter, scope disputes and fee arguments are harder to defend.
- Letters sent late or never returned
- Scope not matching the services billed
- No clear audit trail of acceptance
What engagement letter software for accountants should include
| Feature | Why it matters | Remindoo |
|---|---|---|
| Proposal templates | Drag-and-drop builder for consistent proposals. | Yes, Proposal templates |
| Products and services catalogue | Your services and prices, organised. | Yes, Products and services catalogue |
| Proposals and letters of engagement | Send proposals and engagement letters by email. | Yes, Proposals and letters of engagement |
| E-signatures | Clients sign online, no printing or scanning. | Yes, E-signatures |
| Convert won leads into clients | Signed leads become active clients without re-keying. | Yes, Convert won leads into clients |
| Client onboarding automation | Standardise requests, checks and first services. | Yes, Client onboarding automation |
How Remindoo works as engagement letter software for accountants
Remindoo links proposals, engagement letters and onboarding so the signed letter becomes a working client record.
Proposal templates
Drag-and-drop builder for consistent proposals.
See featureProducts and services catalogue
Your services and prices, organised.
See featureProposals and letters of engagement
Send proposals and engagement letters by email.
See featureE-signatures
Clients sign online, no printing or scanning.
See featureConvert won leads into clients
Signed leads become active clients without re-keying.
See featureClient onboarding automation
Standardise requests, checks and first services.
See featureCreate and manage leads
Every enquiry captured in one place.
See featureRemindoo pricing
Remindoo is priced per active client per month, with unlimited users on every plan. For example, a firm with 75 active clients pays £67.20 a month ex VAT on Core (£80.64 inc VAT) or £78.00 ex VAT on Growth (£93.60 inc VAT). Yearly billing saves 10%.
Archived clients are not counted. Every firm starts with a 60-day free trial; a payment card is taken at sign-up. See the full calculator on the pricing page.
See Remindoo with your own clients
A 30-minute walkthrough using your services, deadlines and team.
Alternatives to consider
Competitor details below come from public websites and may change. Anything marked 'To be verified' has not yet been confirmed with the supplier — check before you decide.
| Product | Best for | Pricing model | Price (£) | Strengths | Gaps | Checked |
|---|---|---|---|---|---|---|
| Remindoo | UK firms wanting engagement letter software for accountants with unlimited users | Per active client per month, unlimited users | Core from £67.20/month ex VAT at 75 clients | Practice management, CRM, workflow, client portal and built-in AML/KYC checks in one UK-focused platform | Does not file returns with HMRC or Companies House; use your existing tax and accounts software for filing | 27 September 2026 (source, opens in new tab) |
| AccountancyManager | Small and mid-sized UK firms wanting practice management with client onboarding | Per user per month (tiered) | Quote on request | Strong onboarding and e-signature workflow, established UK accountant user base | Per-user pricing can scale up quickly as a team grows | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Karbon | Larger firms wanting deep email and workflow integration | Per user per month (tiered) | Quote on request | Powerful workflow automation, email-to-task triage, detailed reporting | Per-user pricing and a steeper learning curve than simpler task tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Senta | Firms wanting a lightweight, template-driven workflow tool | Per user per month | Not publicly stated | Simple client and workflow templates, good for smaller teams | Fewer dashboard and reporting options than larger platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
| TaxDome | Firms wanting workflow plus a client-facing portal and e-signature in one tool | Per user per month | Quote on request | Strong client portal, document management and automation features | Built primarily for a broader accounting/tax market rather than UK-specific statutory templates | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Pixie | Small UK firms wanting a straightforward, affordable workflow tool | Per user per month | Quote on request | Clean, simple interface aimed at small practices | Fewer advanced reporting and capacity-planning tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Jetpack Workflow | Firms wanting recurring workflow templates without a full CRM | Per user per month | Quote on request | Good template library, easy to set up recurring jobs | Limited CRM and lead management features compared with all-in-one platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
Competitor details come from public vendor pages on the date shown and may have changed. Prices exclude VAT unless stated. Rows marked [VERIFY] are awaiting a second check.
Which option suits your firm?
- 1
Choose Remindoo if
you want workflow, CRM, client portal and AML checks in one place, and you don't want to pay per user.
- 2
Look elsewhere if
you need software that files returns directly with HMRC — Remindoo manages the work around filing, not the filing itself.
From proposal to signed engagement
1. Pick services and prices from your catalogue. 2. Generate the proposal and engagement letter from a template. 3. Send for e-signature. 4. Convert the accepted lead into a client. 5. Start onboarding and AML checks.
What UK firms say on Trustpilot
“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
Switching to Remindoo
Most firms move across in stages: import clients, switch on the UK service templates you already run, then invite the team. Because Remindoo is priced per active client with unlimited users, adding staff during the move costs nothing extra.
Book a 30-minute demo and we will walk through your current setup, what to import first and how long a typical move takes for a firm of your size.
Frequently asked questions
Can clients sign engagement letters electronically?
Yes. Proposals and engagement letters can be sent for e-signature from Remindoo.
Can I use my own engagement letter wording?
Yes. Build templates using your firm's wording and your professional body's guidance.
What happens after the letter is signed?
You can convert the lead into a client and move straight into onboarding, including built-in AML checks.
How much does Remindoo cost?
Remindoo is priced per active client with unlimited users. At 75 clients, Core is £67.20 a month ex VAT and Growth is £78.00 ex VAT. Yearly billing saves 10%, and every firm gets a 60-day free trial.
Can I see Remindoo before signing up?
Yes. Book a free 30-minute demo and we'll show you the workflows, client records and AML checks using examples from a UK practice.
Related guides
- Client onboarding software for accountants
- Proposal software for accountants
- Crm for accountants
- Accounting practice management software
- Best accounting practice management software
- Bookkeeping practice management software
- Practice management software for chartered accountants
- Practice management software for small accounting firms
- Best crm for accounting firms
- Crm for tax professionals
- Best workflow management software for accountants
- Accounting compliance management software
- Best client portals for UK accountants
- How to choose accounting practice management software
- Practice management software for sole practitioners
- Practice management software for tax advisers
- Unlimited-user practice management software
- Per-user vs per-client pricing for practice management software
- Affordable accounting practice management software UK
- How to replace accounting practice spreadsheets
- Practice management software implementation checklist
- Software stack for UK accounting firms
- VAT return workflow software
- CT600 workflow software
- CIS return workflow software
- Making Tax Digital workflow software
- Client document collection software for accountants
- Best client onboarding software for accountants
- Task management software for accountants
- Workflow management software for accountants
- Client management software for accountants
- Leads management software for accountants
Ready to run your practice in one place?
Free for 60 days, then per-client pricing with unlimited users.
Last updated: . Written by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice, founder of Accotax (which has served over 5,000 clients) and Remindoo.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
