For Solo CPAs and Enrolled Agents
Solo CPAs and enrolled agents use EngageDraft to protect themselves, define scope, and get clients signed before work begins. Setup takes minutes. Letters take seconds.
Start freeNo credit card required.
Nearly 46% of accounting firms skip formal engagement letters entirely. Not because they do not know better, but because the current process is exhausting.
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, tax season has already started. For many solo 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.
AI-Written Letters
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 clean, mobile-friendly 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.
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.
$19/month
Less than one billable hour.
Less than one billable hour a month.
$19 / month
Cancel anytime.
$179 / year
Save $49. Two months free.
Best value for established practices.
No. You fill in a short intake form. EngageDraft handles everything else. You review the letter before it goes anywhere.
Yes. Every letter is fully editable before you send it. The AI gives you a strong starting point. You are always in control of what goes to the client.
The current version supports Individual Tax Preparation (1040), Business Tax Return, Bookkeeping (Monthly), Payroll Services, and Tax Advisory / Consulting.
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.
EngageDraft writes letters that follow standard engagement letter practices used across the profession. That said, EngageDraft is a productivity tool, not a law firm. You should review every letter before sending, just as you would with any client document. If you have specific compliance requirements in your state or for your licensing body, apply your professional judgment.
You can use EngageDraft's AI-generated letter as a starting point and edit it to match your preferred language. Over time, most practitioners find the AI-generated version reduces their edits to nearly zero.
Yes. You can generate 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.