Hi,
What do other practices do in relation to getting clients to sign a Letter of Engagement? I currently print out 2 copies, send them in the post for signature and wait for them to come back.
However I am sure I am still in the dark ages in relation to this....does anyone have any IT based solutions where you send an email to clients and they just tick a box to say that that they have read and agreed to the terms and conditions?
Any advice would be appreciated....
Matt
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I am in between.
Everything out by Email.
But I still need them to print, physically sign, and return the letter. But I am happy with an Emailed scanned copy of what they have signed.
E-signatures?
We send out a PDF version of the letter with signature and date fields added by Signable (there are others). Client adds the necessary and the copy is available for download or is added to a Dropbox. Our insurers are happy as are all the accountancy bodies, I believe.
Hi,
I email out a pdf version of the engagement letter and they scan the signed page back. I then sign and scan back to them and we both integrate into our respective files.
Hope that helps!
Deborah Scott, Managing Director
For and on behalf of A Counting House Limited
Companies House reg: 08560493