Proposals
E-Signature for Proposals and Engagement Letters
Clients open a secure link, review every page and sign online. No printing, scanning or chasing paper.
Built for UK accountants, bookkeepers and growing accountancy practices.
In practice
How it works
E-signature for accountants removes the most frustrating part of onboarding: printing, signing, scanning and chasing paper. With Remindoo, the client opens a secure link to the shared letter of engagement. Pages are listed down the left as thumbnails (PAGE 1, PAGE 2, PAGE 3 and so on) with a page count at the top. The client can jump between the cover letter, the services breakdown and the terms of business before signing. Signature fields let them draw, type or upload a signature, and date fields record when they signed. The fields are placed while building the template. Document Builder Pro has Signature, Initials and Date Picker elements alongside Text Field, Checkbox and Radio Buttons, so you can ask for initials on key clauses and a signature and date at the end. Because the fees and terms sit in one document, the client reviews and signs once, and you have a signed engagement letter showing exactly what was agreed. Once signed, the proposal moves to the Signed tab and Kanban column, where onboarding automations can pick it up. Clients can sign from wherever they are, which saves time in busy periods.
What your client sees
The shared proposal shows every page with thumbnails for quick navigation. Signature fields let the client draw, type or upload a signature, and date fields capture when they signed.
What you can see
- Shared Document Portfolio titled LOE.
- PAGES thumbnails down the left (PAGE 1, PAGE 2, PAGE 3).
- Page count ("12 pages") and a PREVIEW label.
- Letter of Engagement prepared for Oakridge Dental Practice Ltd.
Why it matters: Clients can read every page before they sign.
Add signature, initials and date fields
Signature, Initials and Date Picker elements in the Document Builder.
What you can see
View this screenshot’s checklistWhy it matters: Signature points are built into the template once and reused for every client.
Loved by 100+ accountants and bookkeepers.
Collect legally binding e-signatures without leaving the platform.
Send document for signature
Client signs securely online
Timestamped audit trail recorded
Automatic status update upon completion
This removes printing, scanning and manual follow up, while ensuring full compliance and traceability.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Secure Electronic Signatures for Accountancy Firms
Remindoo allows accounting teams to collect legally binding e-signatures securely, with a full timestamped audit trail and automatic status updates.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
Send documents for signature, track progress, and ensure compliance all without leaving Remindoo. Streamline approvals and eliminate manual follow-ups today.
Frequently asked questions
Yes. The client opens a secure link and signs by drawing, typing or uploading a signature.
Yes. Drag the Signature, Initials or Date Picker element into the document.
By drawing, typing or uploading a signature in the signature field.
Yes. Add the Initials element where you need it.
Continue the Proposals guide
See proposals and engagement letters in Remindoo
Book a Demo to explore your firm's proposal process.
Book a personalised demonstration based on your firm’s own process.
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 Annie, Product Lead at 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.”
