T4 Client Engagement

Businesses have “engagement agreements” with their customers or clients for a range of reasons. Three simple examples are compliance, insurance, and clarity of service.

Traditionally, accountants and tax advisers send long winded complicated legal jargon style letters to clients in the form of “engagement letters” for them to read and sign. So, a new client could expect to receive 10 to 100 A4 pages of legally worded documents to read and sign when their accountant starts to act.

We think that is time consuming, complicated, and inefficient.

So, we decided to completely re-think this process and have designed an online engagement process that we think significantly simplifies the “engagement” process for our clients.

All our engagement agreements are:

in plain simple English,

take you through the agreement step-by-step,

designed to explain and inform,

take a matter of minutes to complete.

You can read, agree, and sign all our engagement agreements online.

Our goal is that no individual aspect of our engagement process and agreement with you should take more than 15 minutes to do, usually between 5 and 15 minutes.

Our goal is simplicity and ease for our clients.

STEP 1 – Complete our “General Terms” agreement

STEP 2 – Add each individual service required

If, from time to time we need to update or amend our engagement agreements, you will be able to easily login to your account with us and update the relevant agreement.