Following on from our ongoing due diligence software, we are pleased to announce the launch of a new letters of engagement tool within our onboarding system.
This innovative addition helps to provide enhancements to an already end-to-end solution for managing the onboarding of new clients through our cloud-based digital platform.
The letters of engagement feature enables users to fully customise engagement letters to meet each client’s unique needs and send them automatically as clients progress through the required onboarding stages.
This feature further enhances our commitment to delivering a seamless and efficient onboarding experience for accountancy firms.
It also allows for ad hoc and ongoing engagement letter requirements beyond the client being onboarded.
Onboarding is often an unnecessarily complex process where errors are common and clients can become easily frustrated by delays or confusing requirements.
By creating a standardised process, on a digital platform, we help firms to streamline their onboarding.
These benefits are only enhanced further by the inclusion of our letters of engagement tool, which means that firms can now complete the onboarding process via our solution, without the need for other software or manual processes.
The new feature will provide accountancy firms with a fully comprehensive onboarding experience that is efficient, accurate and meets each client’s specific requirements.
To book a demo or for more information about our letters of engagement software and how you can seamlessly integrate it into your onboarding software, please contact us.