Manage service engagements from proposal to delivery and sign-off.
An Engagement represents a piece of client work — a tax return, an audit, a GST filing, a company registration. It tracks status, documents, deadlines, and the sign-off workflow in one place.
Go to Practice → Engagements → New Engagement. Select the client, choose a service type (e.g. ITR Filing, GST Return, Company Incorporation), set the period and due date. You can also create engagements directly from a client's profile.
Engagements move through: Draft → In Progress → Review → Approved → Delivered → Filed. Each transition can trigger notifications to the client and internal team.
The sign-off pipeline enforces: Partner approve → Client approve → Mark Filed. The client receives a secure link to review and accept the engagement letter or output document. Their acceptance is recorded with timestamp and IP address.
Generate a professional engagement letter PDF directly from an engagement. The letter includes client details, scope of work, fees, and terms — all pulled from your engagement data. Your firm's letterhead is applied automatically.
Send structured document request checklists to clients from within an engagement. Clients see a checklist in their portal and can upload documents against each item. Completion status updates in real time.