Practice Ignition now includes SAIBA Engagement Letter templates & SAIBA members get a discount of 50% off for the first 2 months.
*Please allow up to 2 business days to pre-populate your trial account.
The engagement letter process is a critical process that accounting firms need to address to be in compliance with the industry regulations. Best practice would see you review engagement letters annually and with every change of scope/work. To help members save time, yet remain compliant, SAIBA is proud to announce a partnership with Practice Ignition.
“Once a client accepts our proposal, Practice Ignition automatically pulls the agreed upon fees from the document to generate monthly recurring invoices in Xero. You can even go a step further and connect Practice Ignition to Xero Practice Manager which then creates a task in XPM based on the proposal. It makes task management super easy!
“DoughGetters Accounting wouldn't be able to keep it together without Practice Ignition. It is a core element to our tech stack helping us deliver well-deserved value to our customers. The cherry on top is the fact that it can integrate with both Xero and XPM.
Willem Haarhoff CA(SA)
Head of Accounting Solutions PKF Ignite
Save time and stay compliant
Practice Ignition automatically creates your proposal & engagement letter, raises invoices and reconciles payments all from your client's signed proposal.
It takes around 3-5 minutes to create a bespoke engagement letter using the SAIBA Engagement Letter template.
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 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, including the SAIBA template. Practice Ignition will then automatically update the following details for each new proposal:
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 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.
Want to find out more?
Practice Ignition can help you and claim your exclusive SAIBA discount of 50% off your first 2 months.