(If you want to know more about the special member offer)
Practice Ignition is now pre-populated* with the CA ANZ Engagement letter tool.
The engagement letter process is a critical process that firms need to address to be in compliance with the standards of the APESB and by-laws of Chartered Accountants Australia New Zealand, and is to protect your practice and promote client satisfaction. Best practice would see you review engagement letters annually. To help members save time, yet remain compliant, Chartered Accountants Australia & New Zealand (CA ANZ) is proud to announce a new member benefit partnership with Practice Ignition.
View CA ANZ Engagement letter tool - Australia | New Zealand (Coming Soon)
Keep up to date with the latest updates and information.
Weekly, Thursdays at 10am
Using the CA ANZ Engagement Letter inside Practice Ignition has saved me time and given me peace of mind that my engagements are compliant and professional."
Rebecca Mihalic, CA
Absolute game changer. The ease of setting up proposals, engagements and recurring billing make this an absolute essential in the All In Advisory cloud stack. It's integration with Xero to deliver automation is the icing on the cake and is a great way to provide a seamless professional first impression to potential clients."
All in Advisory
Save time and stay compliant
We create your engagement letter, raise invoices and reconcile payments all from your clients signed proposal.
It takes around 3-5 minutes to create a bespoke engagement letter using the CA ANZ Engagement letter tool.
Create professional proposals and compliant engagement letters in minutes using pre-approved language in professionally designed templates
Send proposals and engagement letters directly to any device for their client to review and sign, on the go
Set up direct debits directly within the engagement letter, upon acceptance
Manage all engagement letters in one single system of record
Better manage cash flow via the Practice Ignition management dashboard
CA ANZ members will now be able to:
How Practice Ignition works:
Practice Ignition automatically amends your client engagement letters based on service templates and standardized terms. You’ll save time and Practice Ignition’s integration with Xero and QuickBooks Online means you’ll eliminate the need for copy and paste or ‘Find and Replace.’
Our onboarding team will help you set up your template library and standardized terms, making sure that all of your engagement letters include guidance referred to in the CA ANZ Engagement letter tool. Practice Ignition will then automatically update the following details for each new proposal:
Your client will then be able to:
CA ANZ serves accounting firms across Australia and New Zealand. The partnership allows for Chartered Accountants to utilise the CA ANZ Engagement letter tool inside Practice Ignition's award-winning platform.
Correct contact details of clients
A consistent description and scope of services across your clients
An outline of agreed fees and payment terms - retainer, on completion, or fixed recurring for example
Review and sign the engagement letter on any device. They’ll even get reminder emails if they’re slow to sign.
Enter their payment details - both direct debit and credit cards are accepted (fees apply)