Simplify your engagement letters this end of financial year

The engagement letter process is a critical process that firms must complete each year to be in compliance with the standards of the APESB and by-laws of Chartered Accountants Australia New Zealand. 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 Engagement Letter Guidelines

Practice Ignition is now pre-populated* with CA ANZ approved engagement letters.

*Please allow up to 1 business day to confirm your CA ANZ details and pre-populate your trial account.

(If you want to know more about the special member offer)

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 approved template.

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:

What our customers are saying

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

Business Depot

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 CA ANZ Engagement Letter Guidelines:

  • 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
  • Your signature

Your client will then be able to: 

  • 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)

CA ANZ serves accounting firms across Australia and New Zealand. The partnership allows for Chartered Accountants to utilise the CA ANZ engagement letter templates, which include service term and engagement letter templates - inside Practice Ignition's award-winning platform.

Chartered Accountants:

Want to find out more?

CA ANZ Engagement Letter Partnership

Experience how Practice Ignition can help you.