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EXPERT GUIDE

Client Engagement letters: How to get started

Download this guide to read expert advice from a professional practitioner sharing her best practice tips, up-to-date guidance for legal requirements, as well as how to access our exclusive legally vetted engagement letter templates.

To download the guide.

Enter your details using the form below:

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What's inside the guide

Client engagements revolutionizes the way your practice operates.  By reading this guide, you'll get a better understanding of why engagements form the backbone of any successful client relationship.

  • The various benefits of client engagements and up to date guidance for legal requirements
  • Who you need to engage (and how often)
  • How to automate your engagement letters with technology + how to access free template

To access our free client engagement templates:

Start your 14-day FREE TRIAL →

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About the author

Rebecca Mihalic is an Australian Registered Tax Agent and a Chartered Accountants Australian & New Zealand member. Rebecca was a founding partner of Aptus Accounting & Advisory, a cloud-based accounting firm and the winner of ‘Innovator of the year’ at the 2018 Australian Accounting Awards for their use of technology to support clients & the firm’s growth. In 2019 Aptus joined businessDEPOT to expand the firm's service offerings to their clients and Rebecca now leads their Sydney based operations. 

Rebecca has earned a reputation for her leadership in the accounting industry, winning ‘Thought leader of the year’ in the 2021 Australian Accounting Awards.

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About Practice Ignition

Practice Ignition’s mission is to transform the way accountants, bookkeepers and their clients do business together. Founded by an accountant for accountants, our cloudbased proposal and payments platform helps over 4,000 firms worldwide to send powerful online proposals, get paid automatically and manage ongoing client engagements.

Practice Ignition also integrates with leading ledger and practice management software such as Xero, Intuit QuickBooks, and Karbon to enable customers to automate time-consuming workflows and run a more efficient practice. Headquartered in Sydney, Australia, Practice Ignition has offices around the globe in London, Seattle, Toronto, and Vancouver. 

To learn more visit practiceignition.com