Engagement letters in minutes. Signed before the season starts.
CPAs, EAs, and tax preparers: generate an engagement letter and send it for e-signature in minutes. No Word templates. Scope language designed around AICPA guidelines for 1040s, business returns, bookkeeping, payroll, and advisory. Setup takes minutes.
Start freeNo credit card required.
Not because they do not know better. Because the current process is exhausting enough to skip.
Open Word. Find-and-replace the client name. Save as PDF. Email it. Wait. Follow up. Wait again.
By the time the letter is signed, you can be already behind on starting. For some practitioners, it never gets sent at all.
Without EngageDraft
01
Pick the engagement type
Choose from nine service types. EngageDraft knows the right language for each one.
02
Answer a few questions
Client name, scope, fee. Two minutes, max.
03
Send for e-signature
Your client gets a professional letter. You get a signed agreement back.
Letters Written for Engagement
Most tools drop your client's name into a pre-written paragraph and call it custom. EngageDraft uses AI to write the scope language from scratch, specific to the engagement type, the fee model, and the work you have described. The difference is a letter that reads like a professional drafted it, because one did.
Built-in E-Signature
EngageDraft sends your client a notification with a link to review and sign the engagement letter. No printing. No scanning. No PDF attachments that end up ignored in a spam folder. You see the signed status directly in your dashboard.
Engagement Dashboard
See the status of every engagement letter: draft, sent, or signed. No digging through email threads or file folders. Know exactly where each client stands before the season starts.
Multiple Engagement Types
EngageDraft covers the engagement types that make up the core of a solo practice. Each type has its own AI logic, so the letter it generates reflects the right scope language, liability limits, and service expectations for that specific kind of work. See the AICPA and Circular 230 standards each letter is designed around.
Pricing
TaxDome starts at $50 a month. Ignition starts at $79. They are powerful platforms built for large teams with complex workflows. EngageDraft does one thing and does it exceptionally well. See how EngageDraft compares.
$29/month
Less than one billable hour.
Less than one billable hour a month.
$29 / month
Cancel anytime.
$79 / quarter
Save $8 vs monthly.
Billed every 3 months. Cancel anytime.
$296 / year
Save $52 vs monthly.
Best value for established practices.
Yes. The AICPA recommends engagement letters for all tax preparation services, and many state boards require them. An engagement letter protects you from scope disputes, fee disagreements, and professional liability claims. Even for straightforward 1040 returns, a signed engagement letter establishes what you will and will not do before work begins.
A signed engagement letter generally functions as a binding agreement between a practitioner and their client, establishing scope, fees, and responsibilities. If a dispute arises, the engagement letter is typically the first document reviewed. EngageDraft letters include e-signature via a secure signing link, so your client can review and sign on any device. EngageDraft is a productivity tool, not a law firm. Consult your own legal counsel if you have questions about enforceability in your jurisdiction.
A complete engagement letter should include: scope of services, client responsibilities, fee structure and billing terms, confidentiality provisions, limitation of liability, dispute resolution, and termination terms. For tax engagements, it should also reference applicable professional standards such as AICPA guidelines and Circular 230. EngageDraft is designed to generate all of these sections automatically based on the engagement type and details you enter. For a full checklist of what every letter should include, see the engagement letter guide for CPAs.
EngageDraft generates letters structured around AICPA engagement letter guidelines, with sections covering scope of services, client responsibilities, fees, confidentiality, limitation of liability, dispute resolution, and termination. That said, EngageDraft is a productivity tool, not a law firm. Review every letter before sending and apply your professional judgment for any state-specific or licensing body requirements. See what every letter includes. Not sure what an engagement letter should cover? Read the guide.
Yes. Every letter is fully editable before you send it. EngageDraft gives you a strong starting point. You are always in control of what goes to the client.
EngageDraft does not use a general-purpose prompt. Each engagement type runs on a controlled system prompt built around AICPA engagement letter guidelines, specific scope language, and the fee model you enter. The output is not a guess. It is structured around the same frameworks your peers use.
The current version supports Individual Tax Preparation (1040), Business Tax Return, Bookkeeping (Monthly), Payroll Services, and Tax Advisory / Consulting. Additional types are planned based on practitioner feedback.
Your client receives an email with a secure link to review and sign the engagement letter. They can sign on any device. No account required on their end. The signed copy is saved to your EngageDraft dashboard automatically.
You can use EngageDraft as a starting point and edit it to match your preferred language. Your judgment always takes precedence. EngageDraft gives you a strong starting point, not a mandate.
If you are using TaxDome, Canopy, or a similar suite, check whether engagement letters are included in your current plan tier. EngageDraft is built for practitioners who want one focused tool that does this well, without the overhead of a full practice management subscription. See how EngageDraft compares to TaxDome and Ignition.
Yes. You can generate and send your first engagement letter for free. No credit card required.
Cancel anytime from your account settings. No calls, no forms, no friction.
Every client you start work for without a signed engagement letter is a risk you did not have to take.
Generate your first letter free.