The Better Engagement Letter Checklist

An “engagement letter” is the point in the sales process when the rubber truly hits the road. When done well, an engagement letter allows you and your client to become aligned on any terms, objectives, services, and stipulations before starting to work together.

In this checklist we will take a deeper look at an engagement letter's two key elements: the content and the workflow.

Ensure you have the 6 content elements every letter should contain, along with a better way to manage the engagement letter process and kickstart an amazing client experience.

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Why Mango?

Mango Practice Management is an all-in-one practice management solution made by accountants, for accountants. Mango’s client-friendly suite of software tools makes it easy to run your firm, regardless of size.

If you want to simplify how you run your accounting firm and grow your profits, stop using outdated, complicated systems, and start using Mango Practice Management today!

  • Automated, Customizable Workflows
  • File Sharing & eSignature with Bank-Level Security
  • Click 'n Pay Invoices
  • Airtight Time Keeping
  • Easy-to-Use Client Port

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