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Engagement letters and proposals for UK accountants
Faster letters of engagement, fewer unsigned letters and a price list you can quote from. Each page shows where the leak happens, how to fix it step by step, and how Remindoo plugs it.
Create a Letter of Engagement in Under 30 Seconds
Once your services catalogue and a letter template are set up in Remindoo, you can create a letter of engagement in under 30 seconds by pulling the client's services and details into the template and sending it for e-signature. The slow part isn't the letter — it's the one-off setup most firms never do.
Read moreUnsigned Engagement Letters: The Hidden Risk in Your Practice
Unsigned engagement letters mean you may be doing client work without a clear, agreed scope of service, fee or liability position in place. This matters because it weakens your defence if a dispute or complaint arises. Remindoo's proposal filters let you see every unsigned letter and set a reminder to chase it, free for 60 days.
Read moreEngagement Letter Software for Bookkeepers
Engagement letter software for bookkeepers gives sole practitioners and small bookkeeping firms the same templates, e-signature and catalogue tools accountants use, without needing accounting-specific features they don't use. It matters because bookkeepers are just as exposed to scope disputes as accountants, often more, since work is priced more informally.
Read moreLetter of Engagement vs Proposal: What's the Difference?
A proposal is a sales document that sets out the services and price to win a prospect's business, while a letter of engagement is the formal, signed agreement that defines scope, fee and liability once they've said yes. Practices that treat them as the same document often end up with weak proposals and unenforceable letters.
Read moreBuild an Accounting Services Price List
An accounting services price list is a single, maintained catalogue of every service you offer with its standard fee or fee range, used to build consistent proposals and letters of engagement. It matters because without one, pricing drifts between partners and clients end up on inconsistent fees for identical work.
Read moreE-Sign Engagement Letters Online
E-signing engagement letters means clients review and sign the document online through a link, without printing, physically signing or scanning anything back. It matters because paper-based signing adds days of delay and gives clients an easy excuse to put off a decision they've already made.
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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.”
